CRM built around email signals.
Manage contacts, notes, documents, campaigns, and relationship history from the same platform that tracks your email engagement. InboxPilot turns every send into usable CRM context.
From inbox activity to relationship context
InboxPilot CRM keeps the workflow close to the signal: who engaged, what they reviewed, and what should happen next.
Capture email signals
InboxPilot connects sent email activity, opens, clicks, replies, documents, and campaign touches to the right CRM record.
Review the relationship
Open a contact to see notes, lists, document activity, email history, lead score, and recent follow-up opportunities.
Act on priority
Use engagement scores and timelines to decide who needs a reply, a call, another document, or a campaign follow-up.
Everything a lightweight email CRM needs
Keep contact work practical: capture the context, score the relationship, and make the next action obvious.
Contact profiles
Keep every contact, company, note, and relationship detail in one workspace connected to the emails your team sends.
Interaction history
See opens, clicks, document views, campaign touches, notes, and follow-up activity in a single chronological timeline.
Notes and lists
Add private notes, segment contacts, and keep reusable lists for prospects, clients, candidates, investors, and partners.
Document context
Tie tracked proposals, decks, agreements, and signed documents back to the right contact without manual filing.
KPI benchmarking
Compare engagement, response patterns, and follow-up performance across contacts, accounts, campaigns, and teams.
AI lead scoring
Prioritize contacts using engagement signals, relationship context, and AI-generated next-best-action guidance.
Built for teams that work from email
Sales pipelines
Know which prospects opened proposals, clicked pricing, and need timely follow-up.
Client services
Track client documents, renewal messages, service updates, and stakeholder activity.
Recruiting
Organize candidate outreach, job-description engagement, notes, and interview follow-ups.
Founder-led teams
Keep investor, partner, and customer conversations organized without a separate heavy CRM.
Frequently Asked Questions
Turn every email signal into a CRM action
Track relationships, organize contact history, and prioritize follow-up from one InboxPilot workspace.
14-day trial • No credit card required • 2-minute setup