Unified inbox
All customer channels in one queue with clear ownership.
CRM Inbox Automation
One Inbox, One Pipeline, No Manual Updating
We connect every messaging channel to a single inbox, classify incoming conversations, assign owners and keep your CRM updated without anyone typing a record.
Connect your conversations, leads and CRM workflows into one automated system.
System flow
- Message
- Unified Inbox
- AI Classification
- Assignment
- CRM Update
- Follow-Up
The problem
Your Customer Conversations Live in Five Different Places
- WhatsApp on one phone, email on another system, chat somewhere else
- Nobody knows who is responsible for replying
- The CRM only reflects what someone remembered to log
- Conversation history is lost when a team member leaves
The approach
Channels In, Structure Out
Every channel feeds one workspace. AI classifies intent, rules assign ownership, and the CRM record is created or updated automatically with the full conversation attached.
How the pieces connect
- Message
- Unified Inbox
- AI Classification
- Assignment
- CRM Update
- Follow-Up
- Teams handling most customer communication over WhatsApp
- Businesses where support and sales enquiries arrive in the same inbox
- Companies whose CRM data is unreliable because updates are manual
How it works
Delivering CRM Inbox Automation
- 01
Channel connection
Business messaging, email and chat connected into one workspace.
- 02
Classification model
Intent categories defined for your business — sales, support, supplier, spam.
- 03
Assignment rules
Ownership decided by category, language, region or workload.
- 04
CRM synchronisation
Contacts, stages and activity written back automatically.
Capabilities
What the system includes
Every build is scoped to your business — these are the components most commonly included.
Intent tagging
Automatic categorisation of every incoming conversation.
Response templates
Approved snippets and AI-drafted replies for common cases.
Automatic records
Contacts and deals created without manual data entry.
Team visibility
Shared history so conversations survive staff changes.
Follow-up triggers
Automatic nudges when a conversation goes quiet.
What we deliver
What We Connect
A shared, automated inbox layer sitting on top of your CRM.
Shared WhatsApp inbox
Team access to business messaging instead of one phone in someone's pocket.
Email & form unification
Every enquiry channel merged into a single queue with owners.
Automatic CRM sync
Contacts, jobs and conversation history written without manual entry.
Message classification
Sales, support, supplier and spam separated automatically.
SLA & reminder rules
Nothing sits unanswered past your agreed response time.
Templates & snippets
Fast, consistent replies for the questions you answer daily.
Samples
Sample Setups
Inbox and CRM configurations for busy service teams.
9:41100%
Multi-technician trade
One Inbox, Whole Team
WhatsApp, email and website enquiries in one queue with assignment, SLA timers and CRM sync.
- 3 channels merged
- Assignment + SLA timers
- History synced to CRM
- Unanswered messages
- -88%
- First response
- Under 5 min
- Data entry
- Automatic
System view
Home services office
Classify · Route · Log
Incoming messages classified and routed to sales, service or accounts before anyone opens them.
- Auto classification
- Routing by department
- Every thread logged
- Triage time
- Removed
- Misrouted
- Rare
- Audit trail
- Complete
Illustrative examples of the systems we build. Figures show the target outcomes these builds are designed around, not claims about a specific named client.
Process
From manual processes to automated systems
- 01
Discover
We understand your business, workflows, bottlenecks and goals.
- 02
Design
We map the processes that can be automated and design the system architecture.
- 03
Build
We develop and connect your automation, AI, CRM and marketing systems.
- 04
Optimize
We monitor the system and continuously improve the workflows.
FAQ
CRM Inbox Automation questions
Build Your CRM Inbox Automation System
Start with an audit. We will map what can be automated in your business and what it would take to deliver it.