With Vtiger CRM’s Sales Inbox, you can do a lot more than just sending and receiving emails!
It removes some of the common constraints of regular email clients –
- Emails are not assigned to any user on receipt.
- Closed conversations take up space in the inbox.
- Setting up reply-to email IDs is difficult.
- Collaboration with the team must happen outside email conversations.
- Managing separate mailboxes is tedious.
- Emails are not linked to CRM records directly.
Sales Inbox puts you at ease about these problems with the following possibilities: Email assignment
: Emails directed to your team members can be viewed in group mailboxes. These emails can be assigned to a member of the group directly from the mailbox.Marking emails as ‘Done’
: When work on an email is complete, mark the email as ‘Done’ and move it out of your inbox. Emails marked as ‘Done’ go to the Done folder.Reply-to email IDs
: Select reply-to email IDs dynamically while composing emails! You can select any of your email IDs set up in Inbox as a reply-to email.Comments in emails
: Collaborate with your team members on a group mailbox through comments! Mention your team members on an email and they will get a notification in the Actions dashboard.Email syncing
: Sync emails between your CRM inbox and email client easily and view them all in the CRM! Two-way sync makes this possible.Automated email linking
: When an email is received, you can automatically link it to the contact that sent the email by setting up Mailroom rules.