Email, Email-to-Case & EAC, Shared Inbox, Outlook/Gmail Email Sync |Record Inbox logo

Email, Email-to-Case & EAC, Shared Inbox, Outlook/Gmail Email Sync |Record Inbox

By GOAT EmailCustomer Service

Rating
5.0
Reviews
80
Pricing
Paid
From €17 per user per month
Listed since
2021

About Email, Email-to-Case & EAC, Shared Inbox, Outlook/Gmail Email Sync |Record Inbox

Manage Customer Email, Email-to-Case & Shared Inbox Directly in Salesforce

Manage inbound and outbound Email directly on Leads, Contacts, Opportunities, Cases, Accounts, and Custom Objects.

Improve Email-to-Case workflows, replace Einstein Activity Capture (EAC) limitations, track complete Email Threads, and keep full Email history visible on every record.

✔ Email-to-Case Enhancement ✔ Alternative to Einstein Activity Capture (EAC) ✔ Email Tracking & Email Visibility ✔ Complete Email Threads & Email History ✔ Native Email Storage ✔ Shared Inbox Visibility ✔ Outlook & Gmail Integration ✔ Enhanced Email & EmailMessage Support ✔ Email Templates & Email Automation ✔ Standard & Custom Object Support

View all customer Email communication directly on Salesforce records. Improve Email-to-Case processes, increase Email visibility across teams, track Email activity, manage Email Threads, and maintain complete Email history for Sales and Service teams. Ideal for organizations looking for a Shared Inbox experience, Email Tracking, Email Logging, and an alternative to Einstein Activity Capture.

Supports Email-to-Case, Shared Inbox workflows, Email Tracking, Email Logging, Email Visibility, Email Collaboration, Outlook, Gmail, Enhanced Email.

Start your free trial

Highlights

  • EMAIL-TO-CASE & EMAIL VISIBILITY ✔ Improve Email-to-Case Workflows ✔ Alternative to Einstein Activity Capture (EAC) ✔ Complete Email Visibility on Any Record ✔ Full Email Threads & Email History ✔ Email Tracking on Standard & Custom Objects ✔ Shared Inbox
  • ENHANCED EMAIL COMPOSER ✔ Auto Draft Emails ✔ Advanced Email Signatures ✔ Unlimited Daily Email Sending ✔ Enhanced Email Formatting ✔ Predefined Email Content ✔ Email Translation for Multilingual Teams ✔ Built-in Email Spell Check ✔ No Email Body Length
  • ADVANCED EMAIL THREAD MANAGEMENT ✔ Multi-Threads on all Objects and Records ✔ Smart Inbox Rules & Email Routing ✔ Automated Thread Labels & Categorization ✔ Automated Follow-Ups & Reminders ✔ Control Thread Visibility by Team or Role ✔ Shared Inbox Collab
  • SHARED INBOX & TEAM COLLABORATION ✔ Shared Mailbox Management ✔ Email Assignment & Ownership ✔ Queue-Based Communication ✔ Team Collaboration on Email Threads ✔ Customer Communication Tracking ✔ Unresolved Email Management ✔ Automated Email Routing
  • EMAIL TRACKING & REPORTING ✔ Email Activity Tracking ✔ Email Open & Click Tracking ✔ Email Performance Reporting ✔ Response Time Analytics ✔ Team Email Reporting ✔ Email Engagement Analytics ✔ Team Performance Metrics ✔ Customer Communication Analytics
  • UPGRADED EMAIL TEMPLATE FUNCTIONALITIES ✔ Cross Object Merge Fields ✔ Lightning & Classic Email Templates ✔ Email Template Usage Counter ✔ Retain Original Message when Replying ✔ Advanced Email Template Automation ✔ Dynamic Email Personalization
  • CUSTOM OBJECT EMAIL MANAGEMENT ✔ Email on Custom Object ✔ Multi-Level Cross Object Merge Fields ✔ Email History on Custom Records ✔ Custom Object Automation ✔ Record-Specific Email Experiences ✔ Related Record Email Context ✔ Cross Object Email Automation
  • EMAIL SECURITY & GOVERNANCE ✔ Control Email Visibility by Team, Queue & Role ✔ Secure Internal & External Communication ✔ Data Residency ✔ Email Audit Trail & History ✔ Phishing Email Detection & Management ✔ Compliance-Ready Email Governance
  • OUTLOOK & GMAIL COMPATIBILITY ✔ Outlook Compatible ✔ Gmail Compatible ✔ Alternative to Einstein Activity Capture ✔ Native Email Storage ✔ Complete Email History in Salesforce ✔ Email Attachments Stored in Salesforce ✔ Replace Email Sync Limitations

Screenshots

Every Salesforce Record Deserves a Real Inbox

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Every Salesforce Record Deserves a Real Inbox

Pricing

Paid, from €17 per user per month.

Email, Email-to-Case & EAC, Shared Inbox, Outlook/Gmail Email Sync |Record Inbox plans
PlanPriceBilled
Record Inbox - Monthly Plan€17 per userMonthly
Record Inbox - Annual Plan€170 per userYearly
Record Inbox + Global Inbox - Monthly plan€25 per userMonthly
Record Inbox + Global Inbox - Annual Plan€250 per userYearly

Non-profits receive a 10% discount on Annual subscriptions. Please, contact us for the coupon code. Enterprise volume discounts are available.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Financial Services Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on June 12, 2023
Industries
  • Horizontal Product
  • Financial Services
  • Manufacturing
Languages
  • Dutch
  • English
  • Finnish
  • French
  • German
  • Danish
  • Italian
  • Japanese
  • Korean
  • Portuguese
  • Russian
  • Chinese (China)
  • Spanish
  • Swedish
  • Thai
  • Chinese (Taiwan)

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