What is shared inbox software?

Shared inbox software gives a team one workspace for receiving, organizing, assigning, and responding to customer conversations. Lead Connector connects supported channels with CRM records, ownership, automation, and response management.

Which channels can appear in the Lead Connector inbox?

Depending on the services connected to your account, Conversations can include email, SMS, WhatsApp, Facebook, Instagram, web chat, review messages, calls, and other supported sources. Channel availability and setup requirements vary.

Can conversations be assigned to team members?

Yes. Teams can use assignment and ownership to clarify responsibility. Filters and saved views can help users focus on assigned, unassigned, channel-specific, or high-priority conversations.

Can the shared inbox automate customer follow-up?

Yes. Workflows and supported Conversation AI features can respond to activity, notify users, update contact records, create tasks, schedule follow-up, and move a conversation toward the next step. Exact capabilities depend on configuration and connected channels.

How can teams keep replies fast and consistent?

Reusable text and email snippets help standardize common responses. Conversation SLAs can display due-soon and overdue timers, while filters and reporting help teams prioritize and review response performance.

Does the inbox connect conversations to the CRM?

Yes. A conversation can be managed with contact details and CRM context such as fields, tags, notes, appointments, tasks, and opportunities, helping the team understand the customer before replying.

Shared inbox software connected to your CRM

Shared Inbox Software for Every Customer Conversation

Bring email, SMS, WhatsApp, Facebook, Instagram, web chat, reviews, and other supported conversations into one team inbox—then assign ownership, automate follow-up, and keep the complete customer context close to every reply.

Choose Your Plan Talk to Our Team

One workspace for supported channels

Clear ownership and priority

CRM context beside every conversation

Team Conversations

All channels

AllUnassigned

Sarah Ahmed

Can I book for tomorrow?

Nader Ali

I need plan details

Horizon Co.

21m

Quotation request

Reem Mohammed

Thanks, confirmed

Sarah Ahmed

Lead • WhatsApp

Due soon

Hello, I would like to know if there is an appointment available tomorrow.

Absolutely. I have two times available and can help you book.

Assigned to Sales Team

Write a reply or use a snippet...

One queue. One customer history.

Turn scattered messages into an organized response process

Lead Connector combines omnichannel conversations with the data and actions your team needs to move each customer forward. Sales, support, operations, and appointment teams can work from the same customer communication platform without losing context between tools.

Every message

Place connected channels in one searchable, organized workspace.

Every owner

Make ownership, priority, and response status visible to the team.

Every context

Connect the thread to customer data, appointments, tasks, and opportunities.

Every next step

Use human replies, snippets, workflows, and supported AI assistance.

Shared inbox capabilities

Everything your team needs to manage conversations together

Organize incoming messages, find the right conversation, give it an owner, reply consistently, and connect the result to the rest of the customer journey.

Omnichannel conversations

Manage supported channels from Conversations instead of switching between separate apps.

Assignment and ownership

Clarify who is responsible for the reply and the next action on each conversation.

Filters and saved views

Focus on unassigned work, a specific channel, a priority, or a recurring queue.

Faster search and context

Find the right conversation and review customer history before sending a reply.

CRM-based organization

Use tags, fields, source, and ownership to help organize conversation work.

Reusable snippets

Insert organized text or email responses with supported personalization, then edit before sending.

Connected workflows

Trigger notifications, tasks, updates, and follow-up from customer activity.

Response-time targets

Identify active, due-soon, and overdue threads and prioritize the team queue.

Response performance visibility

Review response trends and user or channel performance when reporting is available and configured.

Omnichannel inbox

Meet customers on the channels they already use

Connect supported communication channels to Conversations and manage them from one unified inbox. Availability depends on your plan, provider connections, permissions, and channel policies.

Email

Send and receive supported email while preserving conversation history.

SMS

Manage text-message conversations from the same workspace.

Connect supported WhatsApp conversations to the customer record.

Facebook

Handle messages from a connected business Page inside the CRM.

Instagram

Manage messages from a connected business account.

Web chat

Route website visitor messages directly into Conversations.

Reviews

Keep supported review interactions connected to the customer journey.

One place to work

Switch channels inside the customer context instead of switching between tools.

A clearer operating rhythm

From incoming message to accountable next step

A shared team inbox is most valuable when every message follows a visible process—not another individual inbox or forgotten notification.

Receive

A message from a connected channel reaches the Conversations workspace.

Prioritize

Filters, views, and urgency place it in the right working queue.

Assign and reply

The right person owns the conversation and responds with customer context.

Follow up and measure

Automation handles routine steps while response targets surface what needs attention.

Conversation queue today

By response-time status

Active

Due soon

Overdue

WhatsApp92%

SMS87%

Email78%

Illustrative design data—not actual account results

Sarah Ahmed

Qualified lead

Source

WhatsApp ad

Owner

Sales Team

Stage

Contacted

Appointment

Tomorrow 10:00

Next step is clear

Send the booking confirmation and update the opportunity automatically.

More than a message feed

Reply with the customer record in view

See the conversation together with the information your team uses to make decisions. Update the contact, create a task, confirm an appointment, or move an opportunity without rebuilding context in another system.

Fields, tags, and source

Notes, tasks, and activity history

Appointments and booking details

Opportunities, stage, and owner

Forms and submitted information

Automation and response control

Support faster replies without losing human oversight

Use workflows, reusable snippets, supported AI modes, and response targets to reduce repetitive work while keeping the team responsible for the customer experience.

Workflows and follow-up

Create tasks and alerts, update CRM data, and coordinate follow-up when activity occurs.

Customer-activity triggers
Assignment, alerts, and updates
Follow-up rules and timing

Conversation AI assistance

Use supported modes for automatic responses or suggested replies that a user reviews, based on configuration.

Autopilot or suggested modes
Pause or reactivate by conversation
Supported follow-up by configuration

Response-time SLAs

Display timers and status, with common or channel-specific targets when the feature is enabled.

Active, due soon, and overdue
Filter and sort by status
Performance reporting when available

One inbox for every customer-facing team

Adapt the workflow to the conversation

Sales

Assign leads, review their source, answer questions, and keep the opportunity moving.

Customer support

Centralize requests, prioritize urgent or older threads, and preserve resolution history.

Appointments

Answer booking questions, coordinate confirmations and reminders, and follow up on no-shows.

Multi-location service

Use views, ownership, and permissions to organize conversation responsibility.

Marketing

Connect replies to campaigns, tags, and workflows instead of losing them between channels.

Reputation

Manage supported review interactions with the customer record and follow-up close by.

Shared inbox software FAQ

Questions teams ask before centralizing conversations

Understand the channels, team controls, automation, CRM connection, and response management available in Lead Connector.

Conversations connected to growth

Give every customer message a clear owner and next step

Replace scattered inboxes with one connected workspace for conversations, customer context, follow-up, and measurable response.

Choose Your Plan Talk to Our Team

Channel access, messaging charges, AI features, SLA reporting, and automation availability depend on your plan, account configuration, provider connections, permissions, and channel policies.

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