One Inbox for your team
No more CC'ing or forwarding an email. Everyone in your team can view, reply and collaborate on messages from your customers.
When a message arrives your team can view and take ownership of it - Any replies will be visible to all members of your team so knowledge is shared with every team member.
Not Just Email
Customers are changing and need to contact you using other channels. Our Inbox supports email, facebook and twitter direct messages straight to your team.
All your customer needs to do is send an email, or create a new facebook or twitter conversation and your team is instantly notified.
Our Shared Inbox is not just for customers - Share with your staff for operations or with your contractors.
Collaborate on replies
Add notes or comments to any message to help your team members solve problems or provide feedback to a team member on customer issues.
Add Action Items to any message for your team to take action on and easily track their completion.
Add Custom Fields
Need to customize your Inbox?
Using our Forms Builder you can customize your Inbox to suit your needs. Add additional fields such at dates, text box, number fields, select lists and much more.
You can even embed your Inbox and any custom fields on your website or share a link to it by email.
Packed with features that you will use everyday
Just choose the options that suit you need and start sharing
|Feature||Included||How this works|
|Internal Only Channels||Create channels that only your team can access internally.|
|Extranet Access||Collaborate and interact with your contacts externally as an extranet by enabling external access|
|Unlimited Contacts or Customers||Add a many contacts/customers as you need|
|Shared channels||You can create shared channels so that all members of your team can access|
|Private channels||Create Private channels to secure your conversations and documents. Use the invite tool to add team members or external contacts.|
|Bundle/Group your channels||Bundle channels together - Add your Customer Support, Faq's, Shared Email Inbox into a Sales Bundle or your HR Helpdesk, New Joiner FAQ into a HR Bundle.|
|Reply from Email||Add to any conversation by replying from email or click to access online|
|Disable Responses||You can create read-only channels - Great for Company announcements, FAQ (frequently asked questions) or Company Policy Spaces. When a Meeting Space is set to Read-only, your team members and Customer can not respond or reply to any conversation.|
|Limit Access to Posts||Set channels to limit access to posts so that users can only view posts they have created. This is the default for all Customer Services channels.|
|No Username/Password Required||Your external contact does not require a username/password. Apptimi automatically authenticates the user.|
|Attach Documents/Photos||Any documents or photos, screen grabs can be added to the conversation by your team or external contacts. Up to 6 documents or photos can be uploaded for each post.|
|Add Tags/Categories||Supports unlimited tags or categories. Tags are useful for adding categories and searching Meeting Spaces.|
|Add Notes/action items to any Post||You can add private notes/comments to any conversation or add an action item that needs to be completed. Great for project management.|
|View your tasks||Easily track and view any items that are assigned to you from any Meeting Space.|
|Add to Favourites||Easily keep track of your favourite posts and responses|
|Follow Channels or Conversations||Follow any channel to get updates and notification, or select individual conversations to follow.|
|Bookmark any conversation||Pin any conversation so that you can easily find it again.|
|Link to your Contact Us page||Insert a Contact us form in your website and have it connect to your Inbox or Helpdesk. It will automatically add any new contact to your contact manager and create a new conversation or topic in your Inbox (or helpdesk).|
|Secure channels||Encrypt your Conversations and Documents with a Secure Key and Password. We use AES265 encryption to ensure that only your team or customers can view the channel.|
|Digital Signing||Need to know who signed a form and when? You can enabled digital signatures on forms to that you have a record of who signed the form and when it was signed. Coming Q1 2018.|
|Sync to Office 365||Sync your calendar and contacts to your Office 365 account. Now you can make sure any new contacts or events added to your Apptimi account automatically appear on Office 365. Coming Q1 2018|
|Office 365 Single Sign on||Use your Office 365 login to log into your Apptimi account and save time.|
|Send to Trello||Do you use Trello for managing your projects or tasks? You can enable Trello integration and send any Apptimi conversation to a Trello board.|