Transform your shared team email mailbox into a powerful sales tool. No need to switch between systems or pay for additional tools. Your sales tool is right there where you work the most.
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. This is the only CRM system that us truly integrated into your shared inbox tools.
Everything you need to close the deal is right there in your email when the reply arrives. 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.
Add context to each email thread. Add notes, deal sizes, contact and more to 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 tools 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.
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.
As your sales tool is integrated with Helpmonks, your whole team gets notifications on news, 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.
Besides being a highly capable customer service email management software, Helpmonks can help your team with a dedicated shared inbox for sales and its built-in CRM.
Use the Helpmonks CRM to keep track of every conversation with your customers. Also, leverage our email marketing services and create targeted email campaigns or use the live chat to help customers in real-time.
All relevant customer information is one click away in one central location available on all your devices. Anytime. Anywhere.
Use our hosted shared mailbox software for your business. Everything is safe, secure and password-protected. Your data is safe and your privacy is respected.
Over 2,000 organizations use Helpmonks daily on our platform. Get up and running within minutes.
Want your own server with unlimited mailboxes? Our cloud servers are deployed with the highest security in mind and are GDPR compliant.
Dedicated Helpmonks shared mailbox servers are the perfect companion to your team workflow.
Scalable and enterprise ready. The Helpmonks self-hosted edition grows with your company and has been deployed by some of the largest Fortune 500 companies with millions of emails
Secure and protected. Have full control over all data.
Helpmonks gives you the ability tocollaborate as a groupin your shared mailbox, features aTeam To-Do App, powerfulCustomer Relationship Management (CRM)capabilities, integratedLive-Chatand anEmail Marketing Platform, approval control, collision detection, email tracking, reminders, mentions, custom fields, custom applications, satisfaction ratings, Single-Sign-On & SAML authentication, Trello, Zapier, Slack, Livechat, Chatra, a Developer API, and much more.