One app for CRM and shared inbox

When your inbox and CRM are disconnected, your team becomes the integration. UNOBITS keeps every message, task, and file attached to the customer — and the work.

The problem

Sales closes a deal, then delivery asks the same questions again. Support can’t see what’s being delivered. Notes are scattered across tools. This is how tab overload turns into customer churn.

  • Inbox threads aren’t linked to the customer record.
  • Tasks live somewhere else, so nothing is accountable.
  • Files and approvals get buried in email chains.
  • Leadership lacks visibility without building spreadsheets.

What “connected” looks like

UNOBITS treats CRM and shared inbox as two views of the same customer lifecycle — then connects onboarding, projects, portals, and reporting.

Inbox routing

Assign threads, tag, set SLAs, and turn decisions into tasks.

CRM timeline

Full history: messages, tasks, files, notes, and deals.

Onboarding templates

Kickoff projects and checklists with one click.

Client portal

Share status, files, requests, and approvals in one place.

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Recommended modules

If you want CRM + shared inbox in one app, these are the next pieces that make it feel like a real operating system.

CRM

Pipelines + customer timeline with full context.

Inbox

Routing, assignments, and SLAs for shared inbox workflows.

Sequences

Automated follow-ups that sync with replies and stages.

Onboarding

Repeatable onboarding flows and checklists.

Projects

Delivery workspaces connected to client records.

Client Portal

Client-facing status, files, approvals, and requests.

CRM + shared inbox FAQ

Why combine CRM and shared inbox?

Because every customer conversation is part of the customer record. When inbox and CRM are separate, teams lose context, duplicate work, and miss important details during hand-offs.

Can UNOBITS handle both sales and support workflows?

Yes. Use the shared inbox for routing and SLAs, and the CRM for pipeline and customer history. Both stay connected to projects, onboarding, files, and reporting.

What’s the best first workflow to set up?

Start with: shared inbox → link threads to CRM records → create onboarding project templates → give clients a portal. That single loop eliminates most of the copy/paste.