MailBox Add-on

C$585.00 ~~C$995.00~~

Step into the world of easy emailing with the WealSmart MailBox Add-on, where managing your business communications is as simple as playing your favorite game. No more switching back and forth – just like having all your toys in one box, this add-on lets you read, send, and organize your emails directly from the WealSmart CRM dashboard. It's like having a magic inbox that sorts all your messages with sparkly stars and important tags so you never miss a beat with your customers. Your team can now have personal email spaces, and every sent message is neatly tucked away in its 'Sent' folder, ready for you to find whenever you need. Ready to transform your email routine into a delightful experience? WealSmart MailBox Add-on is just a click away, bringing you the wizardry of automatic email sending and receiving. Imagine your emails flying in and out like paper airplanes, reaching their destination without you having to lift more than a finger. Attachments? Signatures? They're all included, making every email complete from the get-go. Say goodbye to the hassle of juggling multiple accounts and hello to a streamlined, magical email journey right within your CRM. Get ready to give your productivity a boost with the ease and charm of Canadian friendliness!

Category: Marketing Solutions

Sub Category: CRM Solutions

SKU: WWMS0847

Keep Your Emails Close in WealSmart CRM!

Email Magic at Your Fingertips!

Imagine all your emails living inside your WealSmart world – that’s what our Mailbox Add-on is like! It’s like having a magic mailbox right where you work, so you can read, send, and keep your emails neat and tidy without ever having to leave. It’s super easy, just like sorting your toys into their special boxes, so you always know where to find them.

Are you ready to see this cool tool in action? See how it all works!

Benefits of WealSmart MailBox Add-on

All Your Emails in One Place:

With a click, see every message, like finding all your toys in one big box!

Send Big Smiles with Easy Email Attachments:

Share pictures and files as easily as passing a note to your friend in class!

Organize with Stars and Tags:

Mark your most special emails with stars and tags, like putting stickers on your favourite drawings!

Send Emails in a Flash:

Write and send emails super fast, like a superhero saving the day!

Create Drafts for Later:

Start writing an email and finish it later, just like saving your game to play again!

Automatic Updates Just Like Magic:

New emails pop up by themselves, no need to keep checking!

Ready to turn business meetings into a breeze? Tap the "Start 30-Day Trial!"

Key Features of MailBox Add-on

1. Magical Inbox:

Your inbox is like a treasure chest that gathers all your messages in one place. With a friendly picture of a mailbox, we show how your emails come to you like a flock of birds, all landing home.

2. Super Easy Draft Creation:

Just like putting your thoughts on a piece of paper, our draft feature lets you jot down your email ideas and come back to finish them later. It’s like having a secret diary where you can keep all your notes!

3. Emails Organized with Fun Labels:

We use colorful icons to show you how to make some emails stand out with a star or flag them as important – it's as easy as putting your favorite stickers on them!

4. Emails That Arrive by Magic:

Imagine sending a letter to a friend and getting one back super quick – that's what our send/receive feature does. It’s like having a friendly postman who delivers your messages by magic!

5. Keep Everything Tidy:

With neat folders and labels, organizing your emails is as simple as putting your toys away. Everything has its place, and we show this with cheerful folders where your emails can live happily.

Ready to have the coolest playdates for your business? Click 'Learn the Magic'

How WealSmart MailBox Add-on Makes Friends with Your CRM

Best Buddies with Your CRM

Just like peanut butter and jelly, our MailBox Add-on and your WealSmart CRM are perfect together. They work hand-in-hand right inside your dashboard. That means you can see all your emails and customer info in one spot without having to switch windows or programs.

Talk to Your Customers Like Magic

When you send an email from WealSmart, it's like sending a little hello to your customers. It's easy to keep the conversation going, just like chatting with your friends on the playground.

Remember Every Customer’s Story

Every time you talk to a customer, the MailBox Add-on remembers it. So, the next time you chat, it's like opening a book to where you left off. You'll always remember what they said, like remembering your favorite part of a story.

Make Every Customer Feel Special

With the MailBox add-on, you can put shiny stars on important emails from customers so you never forget to write back. It's like putting a gold star on your calendar for a birthday – you won’t forget the special day!

No More Waiting to Hear Back

When customers write to you, their messages pop up right away in your WealSmart CRM. You can write back super fast, like answering a question in class when you know the answer. This makes your customers happy because everyone loves a quick reply!

Get the WealSmart MailBox Add-on Now

Just like grabbing your coat and boots for a fun trip, getting the MailBox Add-on is your ticket to an email journey right inside WealSmart CRM. It's easy to get started – just a few clicks, like snapping together your favorite building blocks!

Start 30-Day Trial

WealSmart CRM pricing garden

At the WealSmart CRM pricing garden, you'll find three colorful flower pots, each with its own special seed that can grow your business!

- For $99 a month, the Starter Pack seed gives you a cute little garden with two helpers and 20 new friends to meet.

- The Pro Pack seed for $129 a month grows a bigger garden with 15 helpers and 500 new friends.

- And for the biggest garden, the Enterprise Pack seed at $299 a month lets you meet unlimited friends and comes with 100 helpers!

Plus, you can try any garden for 30 days to see which one you like best. Just click "Get Started" if you're ready to plant or "Ask a Question" if you want to learn more.

Integrated Email Client	Seamlessly manage email communications directly within WealSmart CRM. This feature allows staff to read, send, and organize emails without leaving the dashboard, promoting efficiency and streamlining workflow.
Individual Staff Inboxes	Empower each team member with a personal email space. The MailBox Add-on enables staff to handle emails from their IMAP accounts, ensuring privacy and personal management of correspondence.
Email Organization Tools	With intuitive actions such as Star, Trash, and Mark as Important, managing an inbox has never been easier. These tools allow users to prioritize and categorize emails, enhancing the efficiency of their email management within the CRM.
One-Way Synchronization	Stay updated with a one-way sync that fetches unread emails from the IMAP server. This ensures that your CRM inbox reflects the most recent communications without having the ability to alter the server data, maintaining integrity and security.
Sent Emails Archive	Maintain a record of outbound communications with a 'Sent' folder within the CRM. This feature uses the CRM's email settings for sending emails, and stores them for future reference.
Attachment and Signature Inclusion	The add-on supports full email composition capabilities, including attachments and signatures, ensuring that outgoing emails are complete and professional.
Automatic Email Retrieval	Enhance productivity with the automatic send/receive functionality. New emails are retrieved and sent without manual intervention, ensuring that communications are timely and consistent.
Draft Email Creation	Save unfinished emails as drafts for completion at a more convenient time. This feature allows for the careful crafting of communications, ensuring that every message sent is considered and precise.
In-Dashboard Email Management	With the MailBox Add-on, there's no need to switch between applications to check email, allowing for a more focused and organized work environment within the WealSmart CRM.

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