CRM for email: Transform your shared mailbox into a powerful sales tool

CRM for email

Leverage our email CRM with unified email marketing and email automation to increase sales and customer retention without the burden and complexity of other CRM tools.

CRM for email
Great shared inbox that allows for effective day to day business operations.

Great shared inbox that allows for effective day to day business operations.

Liam E. (Events Specialist)

Much needed better email management with best in class customer support.

Much needed better email management with best in class customer support.

Heather W. (Real Estate)

Helpmonks helps us answer customer emails at lighting speed.

Helpmonks helps us answer customer emails at lighting speed.

JT M. (Small Business Owner)

Helpmonks G2 High PerformerHelpmonks G2 Small Business High Performer

A CRM for email in your team collaboration tool

Transform your shared team emails into a powerful, agile CRM tool. No need to switch between systems or pay for additional tools. Collaborate with your team members on leads and get higher customer retention with less effort. Everything in one place, in real-time, and transparent for everyone in your organization.

Empower your sales team

Helpmonks CRM

Close deals. Sell more. Use the Helpmonks email CRM to collaborate on deals together.

Everything you need to close the deal is in your email messages — store relevant user data for each email thread and set reminders to follow-up with leads.

Helpmonks CRM captures all of your active deals and extends your shared inbox into a full-featured CRM for your team. A single, powerful sales tool available anytime, anywhere. That's what we call; saving time.

A CRM for email that simply works

Scale your team emails by transforming your group email into a sales tool.

Add context to each email thread. Add notes, deal sizes, contact information, and more for each deal. Helpmonks CRM intelligently summarizes all conversations with your customers, so you get a 360-degree view of on-going interaction to support your customer service email management.

As your sales tool lives within your team emails, you will never miss out on potential deals. Share deals with your team and keep everyone on the same page, be it support, service or sales. Instantly, everyone is engaged in your sales process.

Helpmonks CRM Collaboration

A CRM with email automation

Drive sales and revenue using advanced marketing automation, intuitive reporting and powerful personalization.

Drive sales and revenue using advanced marketing automation, intuitive reporting, and powerful personalization.

By using email automation, Helpmonks customers will see a significant increase in engagement compared to bulk email.

Design your automated emails within Helpmonks with ease and check the real-time progress of each email address.

Adjust your email workflow at any time to consider events. Send emails based on smart segments that buckets of subscribers. Stay organized and consistently deliver the appropriate message based on a subscriber's relationship with you.

A CRM with email marketing integrated

Easily create personalized customer experiences.

Helpmonks has everything you need to run beautifully-designed, professional email campaigns to grow your business.

Use the marketing automation engine to drive further sales for abandoned shopping carts or by re-activating customers that haven't engaged with your brand recently.

Create engaging email campaigns

Engage more customers

Helpmonks Email Drip Campaigns

Build your email list and create personalized customer experiences

Tag subscribers based on their actions and send highly personalized email campaigns. Add triggered automation based on the links your subscribers click and the emails they open.

With intelligent email list segmentation, your messages drive more engagement and create more value for your brand. It's more than just email marketing.

See opportunities and strike the deal

The opportunities are in your email every day.

Capture deals right in your shared inbox. Everything you need to know about your deals is available in your sidebar. Of course, this also includes all your custom fields, which are available for each customer.

Leave notes for your whole team to see, move the deal through different stages, e.g. "Contacted", "Demo", and "Negotiation". Create reminders to stay up-to-date.

Helpmonks CRM Customer Experience

Get your deals done

Helpmonks CRM Engagement

Helpmonks CRM provides a central location for your customer management.

As your sales tool is integrated with Helpmonks, your whole team gets notifications on changes or when a user didn't reply, plus tracking and more. Use the CRM with workflows to automate and initiate powerful sales funnels.

With the embedded CRM capabilities, you and your team will automatically work with your CRM and not against it. Everything in one place and always up to date.

Enhance your customer experience

Use your CRM together with all the tools in your Helpmonks account.

Email collaboration

Ashared inbox for teamsthat demand more from an email platform.

Email Marketing

Manage distribution lists andsend email campaignswith no contact limits.

Drip Campaigns

Inrcease sales and customer engagement with targetedemail sequences.

Live Chat

Increase sales and use ourlive chat toolto chat in real-time.

Team Email

Work as a unified team in yourshared inboxwith email for groups.

Email ToDo

Powerfulemail task managementfor teams built-in.


Work right along side your customersthrough all relationship stages.

File Browser

Find every file from any email in seconds. Create a shared storage.(Coming soon)

Knowledge Base

Help desk for customer self-service and internal documentation.(Coming soon)

Stop using Outlook for sharing emails with your team

Give Helpmonks a Try

Trusted by over 2,000 organizations with millions of emails

Helpmonks helps us answer customer emails at lighting speed
We couldn't do our job without Helpmonks!
Helpmonks, the best thing since sliced bread
Excellent option for collaborating email among your team
A good platform that is here to grow and help you grow
Helpmonks is a great tool that our company utilizes and depends on
Great shared inbox for the team
Fantastic email support service for any business
Easy to navigate and catalog data for specific users
Solid Helpdesk software w/ responsive customer support
A really good solution to manage customer support mailbox
Good support, useful features