01
Capture
Bring the conversation into a customer record
Shared inbox activity becomes a visible customer touchpoint with an owner, status, and searchable relationship context.
Lightweight CRM and operations workspace
A lightweight CRM for the work behind every customer relationship.
EmuInbox connects shared inboxes, customer records, contact history, opportunities, todos, calendar follow-ups, invoices, eSign, and operational workflows in one accountable workspace.
Shared inbox and customer records together
Opportunities, todos, and calendar follow-ups
Invoices, eSign, workflows, and audit history
CustomersContext updated
Contact timeline and owner are current
OpportunitiesNext action set
Proposal follow-up is due today
OperationsReview ready
Invoice and eSign activity is logged
Inbox and customers
Conversations and relationship context stay connected.
Contact history
Notes, records, and customer activity form one timeline.
Pipeline and follow-up
Opportunities, todos, and calendar actions stay visible.
Documents and operations
Invoices, eSign, approvals, and audit trails close the loop.
Connected customer work
Move from first conversation to completed business work.
EmuInbox gives growing teams a practical CRM path: capture the customer touchpoint, understand the relationship, progress the next action, and complete the operational work.
The challenge is not storing more customer data. It is keeping conversations, relationship context, next actions, documents, and delivery status connected without introducing enterprise CRM complexity.
Before EmuInbox
Customer context is scattered
Email, notes, contacts, documents, and next steps live in different places, so the team never sees the complete relationship.
Follow-ups lose ownership
Tasks, meetings, and customer promises disappear into private reminders without a visible owner or due date.
Sales and delivery are disconnected
Opportunities, invoices, signatures, approvals, and service work move through separate tools without one operating trail.
Managers cannot see the next action
There is no lightweight view of customer status, team workload, overdue work, and the operational step that comes next.
02
Understand
See the relationship before taking action
Customer details, contact history, notes, opportunities, invoices, documents, and prior activity stay available in one working view.
03
Progress
Move the next commercial or service action forward
Create opportunities, assign todos, set due dates, schedule calendar follow-ups, and keep workload visible on the dashboard.
04
Complete
Finish the operational work in the same system
Prepare invoices, send eSign documents, run approval workflows, and retain the notifications and audit history behind each outcome.
Scenarios
One customer view across support, sales, and operations.
Each team works with the modules it needs while customer context, ownership, commercial progress, and operational history remain connected.
support@
01Support and service
Triage requests with named owners, customer records, contact history, internal notes, todos, and calendar follow-ups that stay connected.
Customer context, owner, next action, documents, and operational history stay together.
sales@ / info@
02Sales and revenue
Capture leads, maintain customer context, progress opportunities, schedule follow-ups, and prepare invoices or agreements without losing the conversation.
Customer context, owner, next action, documents, and operational history stay together.
accounts@ / admin@
03Billing and operations
Create and track invoices, send eSign documents, manage approval workflows, and keep billing or administrative work reviewable.
Customer context, owner, next action, documents, and operational history stay together.
Integrations
Keep the mail provider. Connect it to the rest of the CRM.
Email remains one familiar customer channel inside EmuInbox. Add ownership, customer records, opportunities, follow-ups, documents, and operational workflows without making provider migration the project.
Google Workspace
Connect company-domain mailboxes your team already uses, then add ownership and workflow context around them.
Microsoft 365
Support shared mailbox operations across Office 365 environments without making provider migration the project.
Other providers
Evaluate custom provider setups for teams that need domain, mailbox, or deployment guidance before rollout.
Email is one connected module.
Keep the addresses customers already know, then carry the work into customer records, opportunities, todos, invoices, eSign, and approvals without losing context.
Feature system
Three connected layers make up the EmuInbox CRM.
Shared inbox ownership captures the customer touchpoint. Customer workflow builds relationship and pipeline context. The operations layer carries the work through documents, billing, notifications, and review.
01
Inbox ownership
Shared email is a connected CRM channel with clear responsibility, not the whole product.
Mailboxes · ownership · permissions · signatures
Connected company mailboxes
Work with company-domain addresses across supported providers while keeping the familiar customer-facing email identity.
Assignment and handoff
Claim, assign, reassign, and review conversations so every inbound request has a visible owner and status.
Individual and role-based access
Let teammates work through their own accounts with MFA and scoped permissions instead of sharing mailbox passwords.
Controlled team signatures
Standardize company signatures while supporting the role and mailbox variations needed by customer-facing teams.
02
Customer workflow
Turn conversations into customer knowledge, pipeline progress, and owned follow-up work.
Customers · contact records · opportunities · todo · calendar
Customer profiles
Maintain company details, relationship status, searchable records, and the context needed before the next interaction.
Contact record timeline
Keep communication history, notes, opportunities, invoices, contracts, payments, and related activity in one customer timeline.
Opportunity tracking
Create and progress opportunities with independent actions so leads and commercial next steps remain visible.
Todo boards and collaboration
Manage owned tasks with priorities, labels, due dates, assignees, comments, attachments, and reusable team boards.
Calendar and dashboard
Coordinate scheduled follow-ups and use the dashboard to review workload, risks, shortcuts, and actions across modules.
03
Operations layer
Carry customer work through documents, billing, notifications, and reviewable operational delivery.
Invoices · eSign · notifications · chat · audit
Invoice management
Create invoices, manage document lists and settings, follow delivery or payment status, and review invoice audit events.
eSign documents
Build templates, send documents, manage signatures, track signing status, and verify completed files and certificates.
Notifications, chat, and audit
Keep teammates aware of work changes while preserving reviewable activity across sensitive customer and document workflows.
BizMate
Daily travel, leave, and expense management for small companies.
BizMate gives employees and managers one practical place to handle reimbursement, leave, business travel, allowances, approvals, and the records behind each request.
From request to decision
Everyday company admin without spreadsheet handoffs.
Employees can prepare structured requests while managers keep the next approval, policy context, and final outcome visible.
- 1Prepare a request or save a draft
- 2Route it to the current approver
- 3Track status, balances, and supporting documents
- 4Keep completed and archived records reviewable
Expense and reimbursement
Create expense claims with itemized costs, receipts and supporting documents, invoice recognition, allowances, drafts, and submission tracking.
Leave management
Submit leave requests with detailed date schedules, review available balances and entitlements, and follow each request through approval.
Business travel requests
Record destinations, travel periods, trip details, and related allowances so business travel is requested and reviewed consistently.
Approvals and history
Give managers one place for pending approvals, current approvers, category counts, request history, rejected items, and archived records.
Plans
Start with a lightweight CRM, then scale the workspace.
Plan differences are about users, mailboxes, storage, support, and advanced rollout needs. Customer records, owned follow-ups, and connected operational work begin with the same product foundation.
Free
For a small team testing a connected customer workspace.
Basic
For teams organizing daily customer records, inbox ownership, todos, and follow-ups.
$19.9
Per user/month
$215 per user/year, 10% off
- Purchased login users
- 20 shared mailboxes
- Permission controls
- 10GB file storage per user
- Email support
Pro
RecommendedFor growing teams that need more CRM capacity, documents, operational workflows, and priority support.
$29.9
Per user/month
$320 per user/year, 11% off
- Purchased login users
- 20 shared mailboxes
- 5,000 customers
- 20GB file storage per user
- Priority support
Custom
For organizations with custom workflows, deployment, or operational workspace needs.
Custom
- Custom users and mailboxes
- Workflow integration
- Document and operations workflows
- Custom feature development
- On-premises deployment option
- Dedicated support
Feature comparisonScrollable table
| Feature | Free | Basic | Pro | Custom |
|---|---|---|---|---|
| Login users | 12 | As purchased | As purchased | Custom |
| Shared mailboxes | 12 | 520 | 520 | Custom |
| Two-factor authentication | Included | Included | Included | Included |
| Sender scanning | Included | Included | Included | Included |
| Customer-associated email display | Included | Included | Included | Included |
| Customers | 200 | 2000 | 5000 | Custom |
| File storage | 2GB | 10GB / user | 20GB / user | Custom |
| Todo | 500 | 10,000 / user | 20,000 / user | Custom |
| Calendar | Included | Included | Included | Included |
| Contact record | 2,000 | 20,000 / user | 50,000 / user | Included |
| Opportunities | 50 / user | 500 / user | 1000 / user | Custom |
| Invoice documents | 3 Per user/month | 30 Per user/month | 200 Per user/month | Custom |
| eSign documents | 3 Per user/month | 30 Per user/month | 200 Per user/month | Custom |
| bizMate AI invoice credit | 5 Per user/month | 100 Per user/month | 500 Per user/month | Custom |
| Custom signature | Not included | Included | Included | Included |
| Shared mailbox permission control | Not included | Included | Included | Included |
| Workflow integration | Not included | Not included | Not included | Included |
| Custom feature development | Not included | Not included | Not included | Included |
| On-premises deployment option | Not included | Not included | Not included | Included |
| Technical support | Not included | Priority | Dedicated |
Operator notes
The proof is less fragmented customer work.
Teams need owners, relationship context, follow-ups, documents, and sensitive handoffs to remain visible across the customer lifecycle.
"We moved our support@ workflow into EmuInbox and immediately reduced duplicate replies across shifts."
Rachel Kim
Head of Support, Nimbus Commerce
"Ownership and visibility in our sales@ inbox got much clearer. Everyone sees status without pinging each other."
Daniel Ortiz
Sales Operations Manager, Brightlane
"For accounts@, the audit trail is a big win. Billing follow-ups and approvals no longer live in private inbox memory."
Ivy Chen
Finance Lead, Northbay Labs
More from EmuInbox
Focused products and services for the work around your CRM.
Explore independent EmuInbox offerings for expense records and the company-domain infrastructure behind professional business communication.
AI Expense by EmuInbox
Capture receipts and PDFs, review recognized values beside the source, keep expense history searchable, and prepare clean exports.
Company-domain services
Business communication starts with email on your own domain. EmuInbox supports registration, website setup, mailbox configuration, deployment, and ongoing maintenance.
Domain registration support
Help your team register and manage company domains with clear ownership and renewal planning.
Website design services
Provide practical company website design aligned with your brand, messaging, and customer journey.
Company email setup and management
Set up and maintain company-domain email accounts, including mailbox configuration and policy guidance.
Website deployment and maintenance
Deploy and maintain company websites with routine updates, operational checks, and infrastructure support.
FAQ
Questions teams ask before rollout
Short answers for security, provider support, workflow scope, and company-domain operations.
EmuInbox: a lightweight CRM built around real customer work
EmuInbox connects shared email, customer relationships, opportunities, tasks, calendars, documents, invoices, eSign, and operational workflows without the overhead of an enterprise CRM.
Vision
Give growing teams a lightweight CRM where customer conversations, relationship context, and operational delivery stay connected.
Mission
Connect shared inboxes, customer records, opportunities, tasks, documents, invoices, and workflows without the weight of a traditional enterprise CRM.
Contact
Ready to connect customer work in one lightweight CRM?
For product questions, CRM rollout needs, custom workflows, or a trial, contact us through chat or email.