InboxCRM Features
Discover how InboxCRM helps you manage customer relationships directly from your inbox.
Gmail Integration
Connect your Gmail account in seconds and manage your customer relationships without leaving your inbox.
- View customer data directly in Gmail
- Track email engagement and history
- Create tasks and notes without switching tabs
All Your Accounts, One Smart Workspace
Track every customer at a glance. View account health, renewal dates, open tasks, and key metrics—without switching between tools or spreadsheets.
- Monitor upcoming renewals and EBR compliance
- Sort by health, stage, or revenue
- Filter and prioritize instantly
Data-Driven QBRs
Generate professional, data-driven QBRs with just a few clicks, pulling in key metrics and insights automatically.
- Save hours on report preparation
- Present clear, actionable insights
- Customize templates to match your brand
Account Health Tracking
Monitor customer health with automated scoring based on engagement patterns and key metrics.
- Identify at-risk accounts early
- Track health trends over time
- Get proactive alerts for declining engagement
More Powerful Features
Email Templates
Create and save reusable email templates to save time and maintain consistency.
Task Management
Create, assign, and track tasks related to specific accounts or contacts.
Contact Timeline
View a complete history of all interactions with each contact in one place.
Calendar Integration
Sync your calendar to track meetings and schedule follow-ups efficiently.
Team Collaboration
Share account information and collaborate with your team seamlessly.
Custom Dashboards
Build personalized dashboards to track the metrics that matter most to you.
Ready to streamline your customer relationships?
Start managing your customer relationships directly from your inbox today.