INB

Unified inbox

6 min read

Handle email and messaging channels from one inbox with assignment, threading, and CRM context.

Omnichannel inbox

The unified inbox brings customer conversations into one place. See CRM context alongside each thread, assign to team members, and maintain audit trails for compliance.

Thread list with assignment, status, and customer context panel.

Workflow tips

Define queues for sales, support, and accounts so messages route to the right team. Use templates for common replies while keeping personalisation where it matters.

Tips

•Link inbox threads to pipeline deals so handoffs between sales and delivery stay visible.