Emailgistics for Sales Teams
Every quote and lead owned
Quotes, RFQs and orders land in shared mailboxes. Emailgistics assigns each one to an available rep, sends customer replies back to their rep and covers anyone who is out, inside Outlook.
-
10,000+
people use Emailgistics
-
400+
organizations rely on it
-
4.7/5
rating on G2
-
< 1 hour
to go live, no migration
How do sales teams manage shared mailboxes?
Quote requests wait in sales@ while competitors reply, customers chase reps who are out, and managers can’t see who replies fastest. Emailgistics assigns every quote to an available rep, alerts managers when a quote waits too long and reports on each rep’s reply time. AI summarizes long threads and drafts quote replies from your price lists in seconds, inside Outlook.
-
Route
Quotes and orders reach a rep right away
-
Follow up
Customer replies go back to the rep who answered
-
Catch up
AI summaries catch reps up on long threads
Answer every quote request while it’s hot
A quote that waits in a shared inbox goes to a competitor. Emailgistics assigns every request to an available rep automatically:
- Match quotes, RFQs and POs by subject or sender
- Round robin or load balancing across inside sales
- Tag quotes and orders for pipeline reporting
Keep every account with its rep, even when they’re out
Customers want the same contact every time. Primary and backup assignees make sure nothing is missed:
- Customer follow-ups go back to their rep
- A named backup covers reps who are away
- Notes on the email brief the backup instantly
See which reps answer fastest
Your CRM tracks deals, not how fast customers hear back. Emailgistics reports measure every rep’s email:
- Average reply time for every rep
- Email volume by account domain, tag or mailbox
- The full history of every quote conversation
Live in under an hour, with no migration
- 1 Connect your mailboxes
- 2 IT grants consent
- 3 Deploy the Outlook add-in
Plans from $11 per user per month, billed annually. Try it free for 14 days, no credit card.
Sales teams that run on Emailgistics
Real results from sales teams, in their own words.
-
15%
fewer phone calls, with 25% more emails handled
Read the case study“Our customers noticed how much Emailgistics improved our quality of service through email.”
-
100%
visibility into the status of every shared mailbox email
Rules, primary and backup assignees and round robin turned an unreliable shared mailbox into one where no customer email is missed.
Read the case study -
1,000+
emails a day at peak, set up in 30 minutes or less
Read the case study“Emailgistics has completely revolutionized the way we manage our shared mailboxes.”
More case studies: JB&A
Emailgistics vs. a shared mailbox alone or a CRM inbox
A shared mailbox alone leaves quotes unowned. A CRM inbox moves your reps into another app. Emailgistics keeps sales email in Outlook, with an owner for each.
| Feature | Inside Outlook | Outlook on its own | CRM inbox |
|---|---|---|---|
| Work stays in Outlook | Separate app | ||
| One owner per email | Anyone can reply | ||
| Backups when reps are out | Varies by setup | ||
| Reply time by rep | Varies by plan | ||
| Live in under an hour | CRM rollout | ||
| Email stays in Microsoft 365 | Copied to another system |
Features sales teams use most
Everything your reps need to answer every quote and order quickly.
Automatic assignment
Assign quotes, RFQs and orders to an available rep on arrival.
Previous-owner routing
Customer replies go back to the rep who owns the account.
Primary and backup assignees
A named backup covers every rep who is away, so no account goes unanswered.
SLAs by tag
Tighter targets for quotes, with an alert to the sales manager.
Rep performance reports
Track reply time and volume for every rep, account and tag over time.
AI summaries and replies
Draft quote replies from price lists in your AI knowledge base.
Inside sales and order desks work from sales@ and orders@ shared mailboxes. Emailgistics routes every quote and order to one rep, sends customer replies back to their rep and covers reps who are out, without leaving Outlook.
Tsubaki’s inside sales team took 15% fewer phone calls, handled 25% more email and saved 60 seconds per email.
Yes. Previous-owner routing sends a follow-up to whoever handled the email before. If that rep is away, their backup takes it.
Emailgistics only assigns email to reps who are available. A named backup takes new email and follow-ups for anyone away, with notes and history attached. McNaughton-McKay no longer misses customer emails when reps are out.
Yes. User Performance reports show reply and close times for every rep, and tag reports show volume by request type.
Your CRM is for deals. Moving every customer email into a CRM inbox means a new app for the team. Emailgistics keeps sales email in Outlook, with ownership and reporting.
Yes. Emailgistics is SOC 2 Type II certified and HIPAA and GDPR compliant. It works on the shared mailboxes in your Microsoft 365 tenant, so email stays in Exchange Online, and access is limited to the mailboxes you onboard.
Most teams are live in under an hour, with no migration. Book a demo, then try Emailgistics free for 14 days on your own shared mailboxes. No credit card required.
Last updated