About Zoho SalesInbox

Zoho SalesInbox is an email client designed exclusively to help salespeople stay on top of the most important clients and deals. Users can get their email and sales activities prioritized automatically according to their sales pipeline and deal stages. The platform intelligently organizes leads by columns and folders, and enables advanced CRM filters that help users find emails fast.

Zoho SalesInbox lets users perform CRM activities right from their email inbox and automates lead conversion processes. Users can set advanced rules or simply drag and drop emails to convert contacts into leads and deals. The user’s emails are kept in sync with their existing CRM system, and auto-suggestion features reduce contact search time.

Before hitting send on an email, Zoho SalesInbox provides its users with contextual contact information including basic info, deal summaries, notes, and the contact’s entire history with the organization via timeline view. Companies can quickly bring new hires up to speed and prevent any disruptions to sales processes due to employee turnover or role changes.

Zoho SalesInbox enables users to sell in real time with automated alerts and notifications for follow-up tasks. Email workflow tasks can be saved and associated to specific clients, while ‘ResponseWatch’ notifies users when a client fails to respond within a certain timeframe. The solution helps salespeople make the perfect pitch with personalized templates and email insights that tell which leads are listening.

Key benefits of Zoho SalesInbox

  • Zoho SalesInbox cleverly organizes users' emails into columns, according to the way they have setup their CRM.

  • Users can search and filter leads by CRM criteria from deal size, closing date, or source, and apply email labels for more fine-grained searches.

  • Zoho SalesInbox enables users to automate lead conversion processes by setting rules or using drag and drop to create leads, contacts, and deals.

  • Prevent emails from going unanswered by scheduling automatic follow-up calls and events, with alerts and notifications for the conversations that matter most.

  • Zoho SalesInbox provides users with appropriate contextual information and a detailed contact history to help them craft the right message to customers.

  • Devices

    Business size

    S M L

    Markets

    Australia, United Kingdom, India, United States

    Supported Languages

    English

    Images

    SalesInbox works on any mobile device as well as with existing email clients
    Get email automatically prioritized and organized according to the deals that matter most
    Fine-tune your emails with analytics to make the perfect pitch
    Organize and prioritize sales activities according to the sales pipeline and the stage each deal is in
    Filters using CRM criteria
    SalesInbox gives users the contextual info they need to craft the right message
    Timeline view displays the whole history with a contact
    Automate the process of lead creation
    Keep emails and CRM data in sync
    Auto-suggest email ID helps find contacts
    Alerts for follow-up activities and notifications about the conversations that matter most
    ResponseWatch helps users remember what others need to do for them
    Set reminders to act fast
    Create personalized templates
    Check up on team performance
    View 16 more
    Zoho SalesInbox video
    Zoho SalesInbox screenshot: SalesInbox works on any mobile device as well as with existing email clients Zoho SalesInbox screenshot: Get email automatically prioritized and organized according to the deals that matter most Zoho SalesInbox screenshot: Fine-tune your emails with analytics to make the perfect pitch Zoho SalesInbox screenshot: Organize and prioritize sales activities according to the sales pipeline and the stage each deal is in Zoho SalesInbox screenshot: Filters using CRM criteria Zoho SalesInbox screenshot: SalesInbox gives users the contextual info they need to craft the right message Zoho SalesInbox screenshot: Timeline view displays the whole history with a contact Zoho SalesInbox screenshot: Automate the process of lead creation Zoho SalesInbox screenshot: Keep emails and CRM data in sync Zoho SalesInbox screenshot: Auto-suggest email ID helps find contacts Zoho SalesInbox screenshot: Alerts for follow-up activities and notifications about the conversations that matter most Zoho SalesInbox screenshot: ResponseWatch helps users remember what others need to do for them Zoho SalesInbox screenshot: Set reminders to act fast Zoho SalesInbox screenshot: Create personalized templates Zoho SalesInbox screenshot: Check up on team performance

    Features

    Total features of Zoho SalesInbox: 20

    • Alerts/Notifications
    • Contact Database
    • Conversion Rate Optimization
    • Conversion Tracking
    • Customer Accounts
    • Customizable Templates
    • Document Templates
    • Drag & Drop
    • Email Management
    • Email Templates
    • Email Tracking
    • Interaction Tracking
    • Labeling
    • Lead Generation
    • Prioritization
    • Real Time Data
    • Real Time Notifications
    • Reminders
    • Search/Filter
    • Workflow Management

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    Reviews

    Overall rating

    3,3 /5
    (3)
    Value for Money
    5/5
    Features
    3,7/5
    Ease of Use
    3,7/5
    Customer Support
    5/5

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    Write a Review!
    Showing 5 reviews of 3
    Verified Reviewer
    Overall rating
    • Industry: Law Practice
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use

    I love it and I will definitely keep using it.

    Reviewed on 2018/04/29

    Pros

    I love how it tracks email opens. How I can schedule when emails are to be sent and that I can have the email thread.

    Cons

    I do not like that the SalesInbox program opens a completely separate window when you have to send an email.

    Fazal A.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 51-200 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Track and Execute

    Reviewed on 2021/01/27

    Pros

    we can prioritize and act upon leads in just a few steps and stay up to date with the progress.

    Cons

    As we are growing, we required a more sophisticated and all in one tool so we had to switch as running multiple things on multiple tools slowed our progress and got irritating at a

    Verified Reviewer
    Overall rating
    • Industry: Warehousing
    • Company size: 11-50 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 4.0 /10

    Another mediocre app in the Zoho suite of apps.

    Reviewed on 2020/05/20

    Limited useability for a workplace with older sales people.

    Limited useability for a workplace with older sales people.

    Pros

    I like how SalesInbox is integrated with Zoho CRM. You’re also able to sort emails and track opens, which is great.

    Cons

    The sales people that I trained to use this software ultimately were unable to get on board with the software due to the complexity of SalesInbox.

    Zoho SalesInbox FAQs

    Below are some frequently asked questions for Zoho SalesInbox.

    Zoho SalesInbox offers the following pricing plans:

    • Free Trial: Not Available

    Contact Zoho for detailed pricing information.

    We do not have any information about Zoho SalesInbox features

    Zoho SalesInbox has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Zoho SalesInbox supports the following languages:

    English

    Zoho SalesInbox supports the following devices:

    Zoho SalesInbox integrates with the following applications:

    Zoho CRM, Zoho ContactManager, Zoho Mail, Zoho SalesIQ

    Zoho SalesInbox offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

    Related categories

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