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CRM Platform

One inbox for email, chat and social — with the record attached

Team mailboxes that gather email, website chat and Instagram, Facebook, X and WhatsApp conversations into a single queue, each one already linked to the contact, company and deal it belongs to.

Deal pipeline board with drag-and-drop stages

Every channel, one queue

Email sits alongside website chat and social DMs in the same list, filterable by channel — so nothing is missed because it arrived somewhere nobody was watching.

Context without switching

Each conversation shows the linked contact, company and deal beside it — and when it doesn't recognise someone, it suggests the matching record and tells you why, or offers to create one.

Organised the way mail actually works

Colour-coded labels grouped into folders, saved views, search across every message, star, archive and snooze — a conversation can carry several labels at once, so filing it never means losing it from somewhere else.

Talk to your team without emailing the customer

Internal notes sit in the thread, visibly different from replies, and @mentioning a teammate notifies them. Nothing internal can reach the customer.

Access you can actually control

Mailboxes are the unit of sharing: put the right people on the right mailbox and routing rules do the distribution, rather than everyone seeing everything.

What's included

  • Shared mailboxes with per-member access control
  • Channels: email, website chat, Instagram, Facebook, X and WhatsApp
  • Colour-coded labels, grouped into folders
  • Saved views and full-text search across messages and notes
  • Internal team notes with @mentions and notifications
  • Star, archive, snooze and a waiting-on-us response timer
  • Bulk actions and Gmail-style keyboard shortcuts
  • Conversation assignment and routing rules
  • Email conversations threaded onto the record's activity timeline
  • Suggested CRM record matches, with link-or-create in one click
  • Inline rich reply composer with signatures, templates and attachments
  • Convert any conversation into a support ticket

Try Shared inbox on your own data

Free plan, no card, set up in an afternoon.