Zoho SalesInbox

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.