Zoho SalesInbox: The first email client exclusively for salespeople.
Salespeople use different channels like email, telephone calls, chat, face-to-face communication, and social media to reach out to their prospects today. Making telephone calls regularly can be expensive. Face-to-face communication can be both time consuming and costly. Social media, while being instant, can lead to time wasting and is distracting. Chat, while providing instant access to help, can lead to wait times if several prospects want to chat with you at the same time.
Email solves many of these problems. It is cost effective, instant and at the same time, gives prospects enough time to consider their next course of action.
Here's a first-of-its-kind inbox that lets you respond to the emails which matter the most to you, and not the latest emails. Introducing SalesInbox, the first email client exclusively for salespeople.
This is what you'll get with SalesInbox:
Emails, prioritized: An inbox that prioritizes your emails as those coming from open deals, leads, contacts and customers, and clearly reflects your sales priorities.
Filters that help you convert more deals: Filter your emails using different CRM criteria, such as deal size, closing date, lead source and more. Apply labels to your emails for more fine-grained searches.
Context that helps you go beyond the thread: Have a clear demarcation of how your contacts have progressed through the sales cycle, right in front of you. Get details of all previous conversations,support tickets raised, mentions of your brand made on social media, and more.
Email and CRM in sync: When interested customers reach out to you via email, add them to CRM straight from your inbox. Set up workflow rules that categorize new messages as leads if they meet important criteria. When you receive an email from a hot lead, drag and drop the emails into the leads or deals column. Set a price for the deal, a closing date and create followups.
ResponseWatch to help you act fast: With ResponseWatch, get to assign a time for when you need to hear back from a customer. If you don't hear back on time, ResponseWatch lets you know.
Better emails: Use email insights, dashboard reports and analytics to know which of your emails and templates had the best open and click rates. Know who among your teammates sent the best emails and received the most responses.
Mail on the move: Receive information on who is sending an email, their accounts and associated deals on your mobile. Get folders named Closing This Month, Customers and Open Deals by default.
Ready to be even more productive with email and sales? Just give SalesInbox a try, for a whole new email experience.
Further reading:
SalesInbox website
We would love to hear what you have to say about SalesInbox. Feel free to let us know what you think by commenting below.
Regards
Vaibhav Shastry
Get Started. Write Away!
Email solves many of these problems. It is cost effective, instant and at the same time, gives prospects enough time to consider their next course of action.
Here's a first-of-its-kind inbox that lets you respond to the emails which matter the most to you, and not the latest emails. Introducing SalesInbox, the first email client exclusively for salespeople.
This is what you'll get with SalesInbox:
Emails, prioritized: An inbox that prioritizes your emails as those coming from open deals, leads, contacts and customers, and clearly reflects your sales priorities.
Filters that help you convert more deals: Filter your emails using different CRM criteria, such as deal size, closing date, lead source and more. Apply labels to your emails for more fine-grained searches.
Context that helps you go beyond the thread: Have a clear demarcation of how your contacts have progressed through the sales cycle, right in front of you. Get details of all previous conversations,support tickets raised, mentions of your brand made on social media, and more.
Email and CRM in sync: When interested customers reach out to you via email, add them to CRM straight from your inbox. Set up workflow rules that categorize new messages as leads if they meet important criteria. When you receive an email from a hot lead, drag and drop the emails into the leads or deals column. Set a price for the deal, a closing date and create followups.
ResponseWatch to help you act fast: With ResponseWatch, get to assign a time for when you need to hear back from a customer. If you don't hear back on time, ResponseWatch lets you know.
Better emails: Use email insights, dashboard reports and analytics to know which of your emails and templates had the best open and click rates. Know who among your teammates sent the best emails and received the most responses.
Mail on the move: Receive information on who is sending an email, their accounts and associated deals on your mobile. Get folders named Closing This Month, Customers and Open Deals by default.
Ready to be even more productive with email and sales? Just give SalesInbox a try, for a whole new email experience.
Further reading:
SalesInbox website
We would love to hear what you have to say about SalesInbox. Feel free to let us know what you think by commenting below.
Regards
Vaibhav Shastry
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Vaibhav S Shastry
Mark Shannon
Ponnusamy
W Integrations
Maha Harish
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Selecting all notes in a notebook
In Windows11, I select a notebook and I get a list of notes, but only 30 notes. If I scroll down to the end, I get an additional 30 notes (and at the top it now shows 60 notes). I can keep doing this to eventually see all my notes but this is a real pain.SalesIQ Chat Notifications
I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop theHow to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?
Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, withoutExport Zoho Books to another accounting package?
Is an export feature to Quickbooks or Accpac available (or a form that is easily imported by them)? My reasons: 1) my accountant, who prepares my corporate tax return, prefers to work with their own accounting system. If I can convert Zoho books a form that is easily importable into Quickbooks or an Accpac format, this process would be easy. 2) I don't want to keep my data in a proprietary format on the cloud somewhere without a way to easily extract it to a format that can be read my a well establishedAnchor Links in Dashboards
Hello, Our dashboards frequently have multiple sections that would be more easily skipped between using anchor links. Please consider adding an anchor link feature to the text widget? This could be done by adding an anchor link option to the text widget next to the "remove" option (see screenshot). The option would assign an ID to the <div> containing the text widget in the live dashboard. Then, the chosen ID could be linked using a traditional <a href="#link_id"> in the html section of the textIntroducing Auto-trigger for Screening Bot
Still manually sending screening tests after every application? Not anymore. With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test hasImporting into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,New 2026 Application Themes
Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement positionAdd line item numbers to sales order/invoice creation page
It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am buildingAPI to Apply Retainer invoice payment to Invoice
Hi Team, I could not find API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshotReconciling a month with no transactions
I'm treasurer for a small non profit cemetery association and I'm trying to reconcile a bank statement for a month that did not have any transactions. Do I skip the month entirely and go a month with transactions?Customize your Booking page using Zia
We’re excited to introduce an AI-based enhancement that automatically customizes your booking page effortlessly. By simply providing your business website URL, Zoho Bookings can automatically design a booking page that matches or complements your brandMultiple header in the quote table???
Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appearFeature Request: Render Markdown (.md) files in Zoho Cliq
Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read itZoho mail to contacts and leads, but not to accounts?
We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenientAPI keys not showing in ZeptoMail dashboard
Hi there, I'm hoping someone can provide some assistance as support isn't replying. I am trying to configure my transactional emails, but the dashboard doesn't show any of my API details - the `div` is there but it's emtpy. Every time I click "GenerateReading from and writing to Zoho Projects Custom Module with Deluge
Does anyone know if there is a way to read from and write to the Custom Modules that Zoho now supports. I would love to be able to loop through a set of data and create the entities I need to for this new custom module I'm looking to put together.How Does Knowledge Base Search and Article Recommendation Work?
Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determineZoho Books/Inventory - Restrict Items With Pricebook
Hi Zoho Team, I'm trying to address as use case where a client needs to restrict which products certain customers can purchase. I have been able to find a way to do this based on the current Zoho Books or Zoho Inventory configuation. My feature requestBest Way to Integrate Zoho Campaigns with Amazon SES Without Third-Party Tools
I am looking for the most seamless and efficient method to integrate Zoho Campaigns with Amazon SES. My goal is to avoid using any third-party automation tools like Zapier, Make, or Pabbly, and instead, leverage Zoho's native capabilities for this integration.How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?
Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I haveCard payment surcharge?
Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clientsJavascript Error
I don't know how this happened but I'm constantly getting popup windows with Javascript coming from Notebook. I have no idea why this is happening. Screen shot attached. Thanks, Joe BerryZoho POS App Hanging Issue – Sales Becoming Difficult
The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues causeTip #62- Exploring Technician Console: Send Ctrl + Alt + Del- 'Insider Insights'
Hello Zoho Assist Community! This week, we’ll be exploring the Send Ctrl + Alt + Del option in the Technician Console. Let’s jump right in. System administrators often rely on Ctrl + Alt + Del when managing remote devices that have unresponsive applicationsDisappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)
I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet toTemporarily rate limited due to IP reputation.
We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmasterSKUs for Invoices, POs, etc.
It doesn't appear that one can enable SKU display on invoices, POs, etc. This is problematic, and I don't see a good reason why this shouldn't be an option. Some of our vendors and customers use this in their system. Every other identifier code is availablehow to avoid duplicate customer
How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.Tags with spaces
I imported notes from Evernote where tags can have spaces in them (for example "House Expenses" or "House Improvements". The import worked fine. Now I want to add a new note and assign it a tag. As soon as I type "House" followed by the space I get aRSC Connectivity Linkedin Recruiter RPS
It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged meim facing issue on generate the Estimate price
i couldn't understand what is the issue , i cant generate Estimate price where is the issuecannot be able to add user
Dear team I tried to add a new user for sales team, but after entering the OTP its showing error message cannot add nowChanging an existing item to different accounts & inventory-tracked
Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business processHow do I edit the Calendar Invite notifications for Interviews in Recruit?
I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sentbig 5 accounts
how do you find what accounts are listed as Big 5 ?Zoho recruit's blueprint configuration is not functioning as mapped
Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various clientActual vs Minimum
Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs theDelay in rendering Zoho Recruit - Careers in the ZappyWorks
I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'mfavorites no longer listed
Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!Next Page