Contacts and companies
Each person and company has a record with your own fields: text, number, date, single or multiple choice, yes or no, a link, or a formula. A field can be required, masked for analysts, or limited to certain roles.
CRM
A CRM where every email, text and WhatsApp message lands on the customer's record
Brand My Inbox and EmailPro include a full CRM: contacts and companies, deals on pipelines you define, quotes, service tickets, documents and tasks. They share one record with every email, SMS and WhatsApp message the person received and every reply they sent. Automations react to what happens on that record, and an AI assistant can suggest the next step, but a person makes the move.
- One record
- contacts, deals, quotes, tickets, documents and messages on a single timeline
- 8 roles
- from viewer to owner, plus a setting that shows each member only their own people
- 50+
- automation triggers, most of them fired by CRM events such as a won deal or a late ticket
What does the CRM hold?
Everything a small sales or service team tracks, built as one data model rather than separate apps that sync with each other.
Deals on several pipelines
Sell projects and maintenance contracts on separate boards, each with its own stages. Moving a deal to a won or lost stage closes it, and every move is recorded, so time in stage is a report, not a guess.
Quotes the customer accepts online
Build a quote from your product list with discount and tax, send its link, and the customer accepts or declines on a page without an account. Accepting wins the deal and notifies every automation listening for it.
Service tickets with two clocks
A ticket opened from a WhatsApp, Messenger, Instagram or website chat conversation points to that conversation instead of copying it, and tracks time to first response and time to resolution against your targets.
Documents and e-signatures
Request a signature on one version of a PDF. The signed file is sealed with a certificate page and its fingerprint is recorded, so anyone can check later that the bytes did not change.
Modules for your own data
Add a small table to a record: vehicles on a contact, policies, courses or properties. Its rows follow the record's permissions, so a member who sees only their own people sees only their people's rows.
How does each channel reach the customer record?
The record is the reason to keep the CRM and the messaging in one system. Each channel writes to it, and each keeps the rule that decides what may be sent.
| Channel | What appears on the record | The rule that applies |
|---|---|---|
| Campaigns and automated emails received, opens and clicks | Sent from your verified domain; a person approves each campaign version | |
| SMS | Texts sent, delivery status and replies | A reply asking to stop opts the person out of every channel at once |
| The conversation, linked to the contact by phone number | Marketing templates only to people who said yes to WhatsApp; free text only inside Meta's 24-hour window | |
| Website chat and AI agents | The transcript and the lead the assistant captured | The assistant hands over to a person when asked or when it has no answer |
| Calls | Logged calls with their outcome and next callback | Call queues respect working hours and a retry limit per person |
How do you move your customers into the CRM?
Import contacts with their consent
Upload a CSV and say where consent came from. An import without a consent source is refused, because one bought list damages delivery for every message you send afterwards.
Set up fields and pipelines
Add the fields your business needs and one pipeline per sales motion. Removing a field later archives it with every value kept, so restoring it brings everything back in one step.
Give each person a role
Choose from eight roles, from viewer to owner. Permissions are set per action, so a service agent can answer customers without being able to approve a campaign.
Connect channels and automations
Verify your sending domain, connect a WhatsApp Business number and an SMS sender name, then switch on the automations that react to new leads, won deals or late tickets.
Why the CRM suggests the next step but never takes it
A CRM that moves deals by itself produces a pipeline nobody trusts. Here the system proposes and a person decides. When a quote is accepted, or a customer writes, calls, books or fills a form after a deal entered its stage, the record shows which stage the deal looks ready for and why, with a Move button. Nothing changes until someone presses it.
Lead scores follow the same idea. Every point carries its reason, such as an open deal, a reply on WhatsApp this month or several opened emails, so a list sorted by score is a call list your team understands. You can change the weight of each signal, and an automation can start when a score crosses a threshold you set.
The sales dashboard reads the same records: the funnel, outcomes and loss reasons, time in each stage, lead sources, a weighted forecast and service-level compliance per owner. Dashboards you build are computed when they are opened, so one shared dashboard shows each member the numbers they are allowed to see.
When is this CRM the wrong choice?
A page that always concludes in our favour is an advertisement. These are the cases where we would tell you to wait or look elsewhere.
You need a qualified electronic signature
Signing here is an electronic signature: a person agreeing on a page, recorded with who, when and over exactly which file. It is not a qualified electronic signature backed by a certificate authority. If your contracts require one, keep that step in a dedicated signing service.
You need a live two-way sync with another CRM
The CRM has an API and sends signed webhooks, and importers for HubSpot, Pipedrive, monday.com and Fireberry are built and tested against recorded answers. They have not yet run against a live account, and none of them keeps two systems in sync afterwards.
Your sales process needs complex approval chains
Quotes carry lines, discounts and tax, and a customer accepts them online. There is no multi-level discount approval or configure-price-quote engine. If a quote needs three managers to sign off, that workflow belongs in a tool built for it.
Clear answers
CRM: common questions
Try it on your own customers
Open an account, import a list with its consent records and connect one channel. Nothing is sent until a person approves it.
Open an account
