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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.

  1. An RFQ for 400 units, tagged Quotes and assigned to Kelly W. by round robin

    Route

    Quotes and orders reach a rep right away

  2. A thread with Acme Motors: a purchase order replied to by Chris D., and today’s reply sent back to Chris, the previous owner

    Follow up

    Customer replies go back to the rep who answered

  3. An AI summary of a 16-message quote thread: approved, PO confirmation needed, delivery by March 3

    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
A price list request from owen@harborsteel.com open in Outlook beside the Emailgistics pane, assigned to Julie S. and tagged Quotes, with Julie’s note asking Kelly W. to confirm the 2027 bearing discount, and the Harbor Steel account rule that assigns email from harborsteel.com to her

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
An inside sales view where Julie S. is away and Chris D., her backup, takes her accounts

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
Rep reply times over the last 30 days: Kelly W. 24 minutes, Chris D. 41 minutes, Julie S. 1 hour 5 minutes, with the top accounts by email domain

Live in under an hour, with no migration

  1. 1 Connect your mailboxes
  2. 2 IT grants consent
  3. 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.

  • Tsubaki

    15%

    fewer phone calls, with 25% more emails handled

    “Our customers noticed how much Emailgistics improved our quality of service through email.”

    Mark T., Inside Sales Supervisor
    Read the case study
  • McNaughton-McKay

    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
  • pc/nametag

    1,000+

    emails a day at peak, set up in 30 minutes or less

    “Emailgistics has completely revolutionized the way we manage our shared mailboxes.”

    Nathan H., Senior Business Analyst
    Read the case study

More case studies: JB&A

Rated 4.7/5 on G2

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
Emailgistics logo

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.

Rules
Automatic assignment

Assign quotes, RFQs and orders to an available rep on arrival.

Previous owner
Previous-owner routing

Customer replies go back to the rep who owns the account.

Backups
Primary and backup assignees

A named backup covers every rep who is away, so no account goes unanswered.

SLAs by tag
SLAs by tag

Tighter targets for quotes, with an alert to the sales manager.

Reports
Rep performance reports

Track reply time and volume for every rep, account and tag over time.

Emailgistics AI
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.

Explore the product

Tsubaki’s inside sales team took 15% fewer phone calls, handled 25% more email and saved 60 seconds per email.

Read the Tsubaki story

Yes. Previous-owner routing sends a follow-up to whoever handled the email before. If that rep is away, their backup takes it.

See workflow automation

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.

Read the McNaughton-McKay story

Yes. User Performance reports show reply and close times for every rep, and tag reports show volume by request type.

See reporting and analytics

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.

Compare with HubSpot

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.

See security

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.

Book a demo

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