Connected Mailbox by ShareBuilders
Simplify sales
activity tracking
Automate the process of tracking sales activity & ensure your CRM is always up-to-date with minimal effort. Connected Mailbox eliminates the hassle of manual entry, offering seamless integration, top-tier security, and intelligent activity mapping.
Customizable to fit anyones needs
Users can customize their experience by selecting which of their mailbox folders should sync to ShareBuilder CRM. Additionally, Connected Mailbox allows for the creation of a list of ignored email addresses and domain names. This feature ensures that irrelevant or personal communications are automatically excluded from syncing, keeping your CRM clean and focused on sales-relevant activities.
Supported Mailbox Providers
Connected Mailbox offers effortless integration with both industry leading mailbox providers Microsoft Office 365 and Google Workspace. This compatibility allows for hands free syncing of emails and calendar events to ShareBuilder CRM.
Power Up your Sales Activity with the ShareBuilder
Assistant
The ShareBuilder Assistant takes the work out of managing client interactions, turning every email into an opportunity to build stronger relationships. With automatic insights and real-time updates, your team stays informed and ready to respond. This seamless CRM-to-mailbox integration gives you more time to focus on what matters most—closing deals and enhancing client connections.
Seamlessly turn emails & meetings into sales activity
The Assistant automatically converts each sales rep’s emails and calendar events into sales activities in ShareBuilder CRM. It does this by deeply understanding your accounts, contacts, and business to associate each interaction with the correct contacts. This process removes the need for manual entry or manual mapping, streamlining your sales activity tracking with minimal effort.
Automatically create new contacts from emails & meeting invitations
The Assistant not only streamlines activity tracking but will also create new contacts automatically. When a new email address is discovered, it will intelligently create new contact record within ShareBuilder CRM & links the new contacts to the appropriate company.
No SPAM, No Junk, just new contacts.
Tag every activity with Intent, sentiment, and more
The Assistant captures early signals in every interaction—whether it’s an intent to buy, cancel, negotiate, or schedule a meeting.These tags not only keep your team informed but also feed into features like Precision Pending, enhancing accuracy and responsiveness faster than ever. With proactive alerts on possible issues or emerging opportunities, your team can address needs promptly and stay aligned with client expectations.
Summarize messages and long email threads
Quickly condense lengthy emails and complex threads into concise summaries. The Assistant offers a clear snapshot of key information, next steps, and actionable suggestions. This feature saves you time by providing a quick overview, so you can catch up on essential details and move forward without wading through extensive back-and-forth communication.
Keep contact records up to date with their email signatures
The Assistant keeps your contact records accurate by scanning email signatures for updates to names, titles, phone numbers, and other key details. This new ability ensures your CRM always reflects the latest information, saving your team time and ensuring you’re never out of sync with your contacts.
Track the mood between a sales rep & each contact
Imagine having the time to monitor the communication of every interaction, tracking the mood between your sales reps and their contacts over time. The Assistant analyzes every conversation, identifies positive engagement and flags negative shifts, allowing you to address issues proactively.
See what else the Asstant can do for your team