Customize your Inbox and get more from Apptimi

Apptimi Shared Inbox is a powerful and flexible collaboration and customer care app that's easy to use. We then add in our Forms builder to provide you with a Shared Inbox that you can customize for any business need.

Add your form and fields

Apptimi has a flexible Forms Builder - You can create custom forms for your business, then attach them to any Inbox or channel and share with your customers or your staff to create powerful apps.

Share with your team or customers

Share your forms with your team or externally with your contacts or website

Get your team working on it

When your customers save or send you a form, we first add their contact details to your contact manager, then add the form and message to your Inbox. Now your team can reply, assign to a team member , add notes or action items and communicate back to your customer.

How can I use Inbox and Forms in my business?

Every business needs forms but every business also needs to act when a form is sent in. Here's just some examples of how you can use Apptimi in your business.

For CV upload/Job Application

Create a form for CV/Resume upload or job applications. Add fields for skills, experience and add a document field so the candidate can attach their resume.

Event Signup

Use a Form for managing event signups for events. We will save the form, store the contact details in your Apptimi Contact manager and notify your team of the new signup.

For product orders or returns

Manage your product orders or returns process. Share your order form with customers, fill them in and your sales team manage the orders or returns right from their Inbox.

Travel Request/Expense/Annual Leave

Create forms for your staff - A Travel authorization request which is filled in by staff and approved by the appropriate manager or supervisor

For Health and Safety

Create health and safety forms, share with your staff or employees. By using your shared Inbox you can ensure that the accident is logged and action is taken.

Building/Equipment Maintenance

Need to manage your building or your equipment maintenance issues. Share a link to the form with your staff, tenants or students and get notified when something needs attention from maintenance.

It's one powerful solution

Apptimi Workflow combines the best of our flexible forms builder and our Shared Inbox to give your business a powerful collaboration app for your customers or your internal team.

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Tags

Create and add tags to any conversation for easy filtering

Assign to

Assign to a team member and track completion

Watch

Watch any individual conversation and get notifications when updates are added

Follow

Follow any Inbox/channel and get notifications on any new messages/replies added

Folders

Create custom folders and move conversations between the folders.

Close/Complete

Mark any conversation as closed/completed and move to the archive folder

Time Spent

Track the time spent on any conversation or message

Drag and Drop

Drag and drop files and attachments to any conversation

Rich Content

Create and send rich content messages with full formatting and links

Analytics

Get insights into most frequent tags,customers and products.

Auto add contacts

Automatically add contacts who send you messages or forms, to your contact manager.

Contact us

Link your Inbox to the Contact us page on your website

Custom Forms

Create custom forms to extend your Inbox and share with your customers or team

Tasks

Create task or action items for any conversation and assign to a team member for action

Notes and Comments

Add notes or comments for other team members

Canned Replies

Create and use canned (stock) replies to any conversation

Auto Responses

Send automatic response/reply to an incoming message

Private/Shared

Make any Inbox shared or private

Bookmarks

Bookmark any conversation to your bookmarks list for easy access

What did I miss

See any items you have missed since your last access

My tasks

View any/all tasks assigned to you

Pin to top

Pin a valuable conversation to the top of the list

Move to ...

Move a conversation, replies, notes and documents to another folder or Inbox

Add due date

Add a date for completion to any conversation

Add to calendar

Add any conversation to your team calendar

Inbox in Contact Manager

Send from contact manager to one contact, groups or all

Guest Access

Allow customers/contractors to access channels as guests

Photo Viewer

View jpeg,png and other photos as thumbnails and full size

Embed Video

Link to and embed videos from youtube, vimeo etc

Audio Player

Play attached audio files in audio player without downloading

Full text search

Search for anything in the title and body of any conversation

Filter conversations

Filter by creator,contact, date and assigned to

Own posts only

Restrict team or customers to viewing their conversations/posts only

Footnotes

Append a standard footnote to the bottom of each outgoing message

Custom Signatures

Create individual signatures and append to each message

Shared Files

Quick access to all attachments in a channel

Encrypt Channels

Encrypt all messages and attachments in a channel with a custom key

Captcha Security

Enable captcha on all shared forms or Inbox.

Single Sign on

Single sign on for Google, Twitter, Office 365 and Microsoft Live

Share to Portal

Share a channel or any form to a customer portal

Send to Trello

Send a conversation or a response including attachments to a Trello board

Block/Spam

Block a contact or mark a contact as Spam