CRM & Sales

Unified Inbox

Every customer conversation in one place. No more switching between apps to reply.

TraxionLab's unified inbox brings every channel into one workspace: SMS, email, Facebook Messenger, Instagram DMs, Google Business Profile messages, and WhatsApp. You can see contact context, appointment history, and payment status while you reply, without opening a single other tab.

The problem

What you're dealing with before this exists

01

You're replying to customers from five different places

Text messages on your phone. Emails in Gmail. Facebook DMs in a browser tab you forgot to close. Website chat in another tool. You're constantly switching, constantly missing something, and your customers get inconsistent response times depending on which channel they used.

02

No one on your team knows who's handling what

A lead texts in, you reply, then your office manager replies again without knowing you already handled it. Or the opposite: a message comes in, you both assume the other one got it, and the customer waits three days with nothing. There's no shared visibility.

03

You reply without any context about who you're talking to

Someone texts asking about their appointment. You open the message, and you have no idea what appointment, when it's scheduled, what they paid, or what their history is. You have to stop, search in another system, come back, and then reply. Every conversation starts cold.


What you can do

Everything Unified Inbox lets you accomplish

01

All channels in one workspace

SMS, email, Facebook Messenger, Instagram DMs, Google Business Profile messages, and WhatsApp all flow into a single inbox. No switching between apps. No messages dropped because they came in on a channel you forgot to check.

02

Side-panel contact context

While you're reading a message, you can see the contact's full record: recent appointments, payment status, pipeline stage, and conversation history. Reply from a position of full context every time.

03

AI reply suggestions

The inbox proposes context-aware reply options you can approve, edit, or dismiss. Respond faster to routine inquiries without sacrificing personalization.

04

SLA response-time goals

Set response time targets by channel and monitor whether your team is meeting them. Conversations that breach the SLA threshold are flagged so nothing waits too long in the queue.

05

Conversation filters with AND/OR logic

Filter threads by channel, tag, assigned user, read/unread status, or date range using AND/OR logic. Pull a focused view of exactly the conversations that need attention right now.

06

Team assignment and ownership

Assign any thread to a specific team member. Everyone knows who's responsible. Nobody doubles up, and nothing slips through.

07

Internal comments and @mentions

Add internal notes to any conversation without the customer seeing. Tag a teammate with @mention if you need them to take over or have context. Collaboration happens inside the inbox, not in a separate Slack thread.

08

Quick reply and template messages

Build message templates for common responses. Send them in two clicks without retyping the same thing for the hundredth time.

09

Missed-call text-back

When a call goes unanswered, an automatic text fires instantly. The lead stays engaged, and the conversation moves into your inbox without you lifting a finger.

10

Manual actions and conversation controls

Mark conversations done, snooze them for later, reopen closed threads, and bulk-manage your queue. The inbox works like a professional tool, not a basic chat app.


Why it matters

What changes when this is running

Reply in context, not in the dark

Every message comes with the contact's full record in the sidebar. Appointment history, last payment, pipeline stage, and previous notes are all visible before you type a single word. That context is what turns a generic reply into a personal one.

Shared visibility, no dropped balls

Your team can see every thread, who it's assigned to, and what was last said. When someone is out sick, any team member can pick up the conversation without the customer knowing anything changed.


Common questions

Questions about Unified Inbox


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Unified Inbox is one part of the TraxionLab platform. Every plan includes all core features so you can see exactly how the whole system works together before you commit.