SalesforceIQ Inbox is designed to streamline customer relationship management for small to medium businesses. With intelligent email integration and real-time insights, it empowers users to maximise productivity. Standout features include advanced email tracking, seamless CRM updates, and automated data capture.

What are the main features of SalesforceIQ Inbox?

Email Tracking and Insights

Gain deep insights into your email interactions with advanced tracking. SalesforceIQ Inbox aids businesses by keeping track of email engagement, allowing for informed decisions and optimising communication strategies.

• Real-time notifications for email opens and link clicks.
• Engagement statistics to help prioritise follow-ups.
• Integration with CRM for up-to-date data.

Seamless CRM Integration

Effortlessly keep your CRM current with seamless integration features. This connects email activity directly to Salesforce, reducing manual entry and potential for errors.

• Email and calendar sync for accurate record keeping.
• Automatic updates to CRM contacts and activities.
• Real-time collaboration through shared email access.

Automated Data Capture

Reduce manual tasks with automated data capture. SalesforceIQ Inbox intelligently extracts contact information and updates your CRM, ensuring your team always works with the latest data.

• Intelligent extraction of contact details and meeting information.
• Contextual scheduling suggestions to streamline appointments.
• Smart reminders and tasks to enhance productivity.