Screenshot 1: Contextual / editable view when reading an email related to a customer
Screenshot 2: Social profile of all people involved in the conversation / account
Screenshot 3: Works well with other social plugins such as Rapportive
Screenshot 4: Activity stream view to look at a timeline of updates
-------------------
CRMinbox is an attempt to integrate CRM deeply with the email.
Customer Relationship Management is largely about effective communication, isn't it?
Isn't the point of communication itself a better place to manage customer relationships...rather than trying to aggregate information about accounts, deals, tasks, updates, contacts - in a separate silo - an independent (sometimes loosely integrated) CRM app.
Trying to make the CRM (information) easy to access and update.
Example usage:
- You open an email (from a customer / partner etc.)
- Corresponding account(s) are automatically identified and related information - deals/contacts/tasks/social profiles of people invovled - is shown in a contextual sidebar right next to the email.
- You need to post a status update / change the status of a deal. So you click on the piece of information you wish to edit, change it, press enter - done.
No going through several clicks / postbacks...no need to leave your Inbox, head to another system to log/share/update information.