Additional information for Zoho SalesInbox
Key features of Zoho SalesInbox
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- Prioritize emails based on customers and deals
- Filter using CRM criteria
- Apply labels to emails
- Contextual info
- Timeline view
- Automate lead creation
- Convert and create deals
- Drag and drop mails to create leads, contacts, and deals
- Follow-up tasks
- ResponseWatch feature
- Real-time data
- Email workflow tasks
- Email insights
- Template performance
- Personalized templates
- Team performance
- Set notifications and triggers
- Automatically schedule follow-up calls and events
- Email client integration
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.