A built-in CRM that fills itself from email and chat
The CRM turns the people who email and chat with you into contacts automatically. Each contact has one timeline across both channels, a lead score, a stage, and tags. It is a record and a workspace for following up, and it is included on plans that list it.
Last updated October 13, 2026
What the CRM does
Most small teams know they should keep track of who has been in touch, and most do not, because keeping a CRM up to date is a job in itself. The inboxr CRM removes the data entry. As email and website chats come in, the people behind them become contacts on their own, each with a record of every interaction.
It is deliberately a simple CRM: contacts, companies, a timeline, a score, and a stage. It is included on the plans that list it on the pricing page, with a contact limit per plan.
Sample data. Names and messages are fictional.
How contacts are built
- Someone gets in touch. An email arrives in a connected mailbox, or a website visitor shares their email in the chat agent.
- They are matched by email address. If a contact with that address exists, the new activity is added to it. If not, a contact is created. The address is the identity, so a different display name never creates a duplicate.
- A company is derived. The company is taken from the email domain, and can be replaced by a real company name captured in a chat form.
- The activity is recorded. Each email or chat lands on the contact's timeline with a short summary and a link back to the full email or transcript.
You can also add a contact by hand.
The timeline
A contact's timeline shows inbound emails, website chats, and your own notes in one list. For a chat, the CRM keeps a one or two sentence AI summary, so you get the gist at a glance and can open the transcript when you need the detail. If you later delete a chat transcript, the summary on the timeline stays.
Lead score, temperature, and stage
Score
Every contact is scored from how they have engaged: whether they shared a name, signs of buying intent, how many times and across how many channels they have been in touch, how recent that was, and their tone. The score maps to a badge: hot, warm, or cold. The contact list is sorted by score, so the strongest leads are at the top.
Stage
Contacts move from new, to engaged, to qualified as they interact more and show intent. Those three advance on their own and never move backward. Customer and archived are set by you. You can override a stage by hand at any time.
Interest, sentiment, and tags
Each contact gets a primary interest (what they ask about), a sentiment, and tags. The system adds tags automatically. Tags you add yourself are always kept.
Working the list
- Table and board views. A sortable list, or a simple board grouped by stage.
- Filters. Search, stage, temperature, interest, tag, and flagged contacts.
- Notes. Log a call or a next step. Notes appear on the timeline.
- Export. Export CSV downloads the contacts that match your current filters.
Details from the chat form
If your chat widget collects custom fields, such as company, phone, or team size, the answers are saved on the matching contact. A field can be mapped straight to the contact's company, phone, or job title. Anything the chat agent picked up during the conversation, rather than from the form, is marked as captured by the AI so you know where it came from.
Sending leads to your other tools
The CRM is not meant to replace a sales platform you already use. On plans that include webhooks, inboxr can send a signed message to a URL you choose when a contact is created, changes stage, or reaches qualified. That lets you pass leads to an automation tool or your own application. Messages carry the lead's details and a short recap with a link back to inboxr. Full email bodies and chat transcripts are not included.
What the CRM does not do
- It does not send email on its own. It is a record and a workspace.
- It does not change how replies are drafted. The email agent works the same with or without it.
- It is not a deal pipeline with forecasting. There are stages and scores, not revenue tracking.
- It does not trust a bad name. If a chat visitor enters a name that looks fake or offensive, the contact is kept by email, the name is hidden, and the contact is flagged for you to review.
Who it is for
Small teams that have no CRM, or have one nobody updates, and want a reliable answer to "have we spoken to this person before?". It suits businesses where leads arrive by email and website chat rather than through a sales team's outbound work. See the sales inquiries and agencies and studios use cases for how it fits.
Common questions
Which plans include the CRM?
The CRM is included on the plans that list it on the pricing page, with a contact limit per plan.
How are contacts created?
Automatically, from incoming email and website chats. A person is identified by email address, so messages from the same address roll up to one contact. You can also add contacts by hand.
How is the lead score worked out?
From how the person has engaged: whether they shared a name, signs of buying intent, how often and across how many channels they have been in touch, how recent that was, and their tone. The score maps to a hot, warm, or cold badge.
Can I get my contacts out?
Yes. Export CSV downloads the contacts that match your current filters. On plans that include webhooks, inboxr can also send a signed message to a URL you choose when a lead is created, changes stage, or qualifies.
Does the CRM send email or change how replies are drafted?
No. It reads your email and chat history and keeps a record. It does not send anything on its own and does not change how drafts are written.