01
Multi-channel threading
Email, SMS, web chat, and social DMs collapse to one timeline per contact.
Product
One thread per person, every channel they use.
Email, SMS, web chat, and social DMs merge into a single conversation tied to the contact and the deal. Assignment, snooze, and templates — without leaving the record.
crm.leadnics.com
How it works
How the inbox works
- Connect
Plug in Gmail, Outlook, your SMS number, and the on-site chat widget. The inbox stitches threads by contact, not by channel.
- Triage
Assign by rule or by hand. Snooze for later. Tag with reason, priority, or sentiment. Templates cover the first reply.
- Convert
Promote any conversation to a deal in one click. The thread, attachments, and full history follow the deal forever.
Capabilities
Inside the inbox
02
Assignment & SLA
Auto-assign on first message; SLA timers flag conversations that miss reply targets.
03
Message templates
Snippets with merge tags for opening, follow-up, demo confirmation, and quote send-out.
04
Shared drafts
Draft a tricky reply, tag a teammate, get feedback before send — without leaving the inbox.
05
Side-by-side contact
Contact, deal, and history render next to the conversation. No tab-switching to know who this is.
06
Send from rep mailbox
Outbound email threads inside the rep's own Gmail or Outlook with proper deliverability and tracking.
Questions
Inbox FAQ
Can two reps share an inbox?
Yes. Shared mailboxes ship with collision detection — if a teammate is typing on the same thread, you'll see it before you double-reply.
Does outbound email show in the rep's mailbox?
Yes. Sends thread inside Gmail or Outlook natively. The CRM mirrors the conversation; the rep's mailbox stays the source of truth.
What about WhatsApp?
WhatsApp Business is supported through the standard Cloud API. Inbound and outbound show on the same timeline as email and SMS.