Sales team
Effectively Track Leads and Manage Customer Journeys
Customizable Views
Use filters to focus on high-value leads, ensuring priority follow-ups for timely and effective engagement.
Streamline Customer Relationships with CRM Beta.
Manage customer interactions and strengthen relationships directly from your inbox, making every engagement impactful and efficient.
Key Benefits
Easily track emails, organize contacts, and prioritize tasks to enhance customer relationships. With streamlined management, you can focus on meaningful interactions and drive better results.
Unified Customer View
See all customer interactions in one place, providing complete context for each conversation and improving response quality.
Seamless Email-CRM Integration
Simplify lead management and track conversations directly in your inbox. Stay organized and boost productivity with ZenInbox's CRM features
Personalized Communication
Leverage detailed customer insights for tailored responses, fostering loyalty and improving engagement.
CRM Beta Features
Simplify lead management and track conversations directly in your inbox. Stay organized and boost productivity with ZenInbox's CRM features.
Centralized Customer Profiles
Access detailed customer profiles directly in your inbox, providing a complete view of all interactions to personalize responses effectively.
Automated Contact Management
Keep your CRM data accurate with automatic contact updates, saving time and ensuring up-to-date customer information.
Task Assignment Integration
Assign and manage follow-up tasks directly from your inbox, streamlining delegation and ensuring timely follow-ups for every customer.
Sales Pipeline Tracking
Track the stages of each customer journey, from initial contact to final sale, ensuring no opportunity slips through the cracks.
Interaction Analytics and Reporting
Get data-driven insights from analytics and generate detailed reports, helping you understand engagement patterns and optimize your approach for better customer relationships.
Use Cases for Different Teams and Industries
Customer Success Teams
Strengthen Customer Relationships with Insightful Interaction Tracking
Automated Follow-ups
Set tasks to check in on key accounts, ensuring customer satisfaction and proactive issue resolution.
Executive Leadership
Gain Insights into Customer Engagement and Team Performance
Unified View of High-Value Accounts
Access a complete view of key customer interactions and feedback, allowing executives to oversee critical relationships.
Project Management
Coordinate Client Interactions and Track Project Milestones
Automated Contact Updates
Ensure the project team has the latest contact details, reducing delays and confusion in communication.
Marketing Teams
Create Personalized Campaigns and Track Engagement
Reporting and Analytics
Review engagement reports to assess the impact of campaigns and adjust strategies accordingly.
Additional Benefits
Access and organize emails from all providers in a single, streamlined view.
Enhanced Customer Insights
Gain deeper insights into customer behavior and preferences to better understand their needs and drive more effective interactions.
One-click Access to Key Customer Data
Quickly access important customer information within CRM Beta, allowing you to respond faster and make data-backed decisions.
Customizable Filters
Tailor your CRM filters to view only the most relevant customer interactions, ensuring you focus on what matters most.
Workflow Integration
CRM Beta integrates seamlessly with other ZenInbox features like Task Assignment and Automation, creating a unified experience that boosts productivity.
Minimal Distractions, Maximum Focus
CRM Beta keeps non-essential customer details out of sight, allowing you to stay focused on high-priority tasks and clients.
"ZenInbox’s CRM Beta has transformed our approach to customer communication. Having everything in one place helps us manage interactions more effectively and deliver a more personalized experience."
— Maria L., Customer Success Lead
ZenInbox Features at a Glance
Get to know the other features that make ZenInbox the ultimate email and customer management solution
Priority Inbox
Keep critical emails at the top and stay organized.
CRM Beta
Manage customer relationships directly from your inbox.
Internal Messaging
Collaborate with your team directly in ZenInbox.
Task Assignment
Assign tasks and track them seamlessly within your inbox.
Security
Robust protection to keep your data safe.
Shared Drive
Access and share files with your team effortlessly.
Frequently Asked Questions.
If your inbox feels like a warzone, overflowing with emails, outdated software, and scattered communication channels.
Take Control of Customer Relationships with CRM Beta.
Get started with CRM Beta and experience a streamlined approach to managing customer interactions in ZenInbox!
