FOCUS 01⊙
Inbox organization
Sample communicationChoose a view
Conversation groups
Read related messages together as a conversation.
Inbox / Conversations and follow-up views
CRM inbox: conversations and customer follow-up
Review messages in the customer relationship through conversation groups, incoming, sent and follow-up views.
PRODUCT VIEW
See how it works.
Inbox organizes messages into conversations, with search, folder views and sent-conversation follow-up statuses to narrow the list. The selected conversation reader sits alongside related contact, company and opportunity context. In-app notifications are included in every plan; connected Gmail correspondence and synchronization on this screen require Professional or Business.
EXPLORE THE PRODUCT
Sample viewInbox organization
Task follow-upReview the related recordNotification
Upcoming eventCalendar contextNotification
Team actionWorkspaceNotification
Open the related record from the notification to review the next step.
01Choose a view
02Read the conversation
03Organize follow-up
FROM NEED TO OUTCOME
Where this helps.
Finding a message and understanding which conversation needs a reply are different needs. A chronological list alone may not show all follow-up work.
WHAT YOU CAN WORK TOWARDS
Review the relevant conversation and follow-up need within a clearer scope.
STEP BY STEP
How to use it.
- 01
Choose a view
Separate relevant conversations through incoming, sent or follow-up views.
- 02
Read the conversation
Review the message thread together with its contact, company and opportunity context.
- 03
Organize follow-up
Proceed to reply or follow-up flows with a suitable connected account and action permissions. Track application notifications in the separate action view.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Inbox organization
Sample communicationRead the conversation
Folders and search
Narrow incoming, sent and follow-up scope through search.
FOCUS 03↗
Inbox organization
Sample communicationOrganize follow-up
Follow-up statuses
Use available categories for sent conversations to distinguish work needing attention.
FOCUS 04◇
Inbox organization
Sample communicationChoose a view
Customer context
Review associated contact, company and opportunity information alongside conversations.
FOCUS 05⌁
Inbox organization
Sample communicationRead the conversation
Workspace sender blocks
Manage sender blocking and conversation removal scope explicitly in the relevant inbox actions.
IN EVERYDAY WORK
What it looks like in practice.
You want to review which of your sent conversations needs a follow-up.
Assess sent and follow-up views alongside customer context.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
In-app Inbox and notification scope is included in every plan. Connected Gmail accounts and correspondence features require Professional or Business.
- Removing a conversation or blocking a sender in Hubz does not mean all associated messages are deleted from the provider.
- Connected-account access and sending permissions are verified separately.
YOUR QUESTIONS
About this feature.
01Can I connect Gmail on Essential?+
Essential includes in-app notifications. Gmail synchronization, individual correspondence and the related conversation follow-up require Professional or Business.
02Can I review sent messages separately?+
Inbox provides a sent-conversation view and available follow-up filters. Search narrows the relevant message scope.
RELATED WORKFLOW GUIDES
You may also need these features.
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Inbox and Gmail
Use in-app notifications for daily work, and connect authorized Gmail conversations with Professional and Business.
Workflows
Create tasks and notifications from suitable CRM conditions, making recurring follow-up visible to the team.