Every conversation with a customer, in one place
Email, WhatsApp and live chat all live next to the customer record — so nothing gets lost between inboxes, phones and tabs. Reply, track and follow up without leaving your CRM.
- A real email client inside your CRM — connect any IMAP/SMTP mailbox and send, receive and thread messages
- Inbound emails turn into records and match to the right contact automatically
- Send campaigns and see exactly who opened and clicked
- WhatsApp and live chat with an AI assistant, tied to the same customer
3
WhatsApp connection options
IMAP/SMTP
Connect any mailbox
Open + click
Tracked on every campaign
One login
All channels, one screen
Stop switching between five inboxes
Your team lives in email, WhatsApp and chat all day. When those conversations sit in separate apps, context is lost and customers repeat themselves. ERPnBox brings every channel onto the customer record, so anyone picking up the conversation sees the full history.
Every message becomes data you can act on
An inbound email can create or update a record and route to the right owner. A campaign tells you who's engaged. A WhatsApp thread stays attached to the deal. Communication stops being a black box and becomes part of your pipeline.
01
A full email client, not just a send button
Connect any IMAP/SMTP mailbox and work your email inside the CRM: read, reply, thread and organize. Build reusable templates so common replies go out in seconds, consistently worded every time.
02
Inbound email that files itself
Set rules that turn incoming emails into records and match them to the right contact. The message that used to sit unread in a shared inbox now lands as an actionable item on the right person's list.
03
Campaigns with real numbers
Design an email campaign, send it to a segment, and watch opens and clicks come in. You learn who's interested, so your follow-up goes where the intent already is.
04
WhatsApp and live chat, on the same record
Reach customers on WhatsApp through the Cloud API, UltraMsg, or a personal number — whichever suits you. Add live chat to your site with an AI assistant that can answer on the spot, all tied back to the customer.
Full feature list
Everything that's inside
IMAP/SMTP mailbox | Connect any provider and send, receive and thread email inside the CRM. |
Email templates | Reusable, consistently worded replies for the messages you send most. |
Inbound-email-to-record | Rules turn incoming email into records and match them to the right contact. |
Campaigns
Email campaigns | Design and send a campaign to a chosen segment of your contacts. |
Open tracking | See exactly which recipients opened your message. |
Click tracking | Know who clicked your links so you can follow up on real interest. |
Messaging & Chat
WhatsApp Cloud API | Official WhatsApp Business connection for reliable, scalable messaging. |
UltraMsg & personal number | Alternative WhatsApp options when you want a lighter or personal setup. |
Live chat with AI assistant | Add chat to your site with an AI assistant that can answer instantly. |
Tied to the customer record | Every WhatsApp and chat conversation stays attached to the right customer. |
Frequently asked questions
Can I use my existing email address?
Yes. Connect any mailbox over IMAP/SMTP and you can read, reply and thread your email inside the CRM — no need to change your address or your provider.
How do incoming emails end up on the right record?
You set rules that turn inbound emails into records and match them to the correct contact automatically, so messages become trackable items instead of sitting in a shared inbox.
Which WhatsApp options are supported?
Three: the official WhatsApp Cloud API, UltraMsg, and a personal number. Pick the one that fits how you already work.
Can I tell whether a campaign actually worked?
Yes. Every campaign tracks opens and clicks, so you can see who engaged and focus your follow-up on the people who showed real interest.
Does the live chat answer on its own?
Live chat includes an AI assistant that can answer visitors instantly, and every conversation stays linked to the customer record for your team to follow up.
Is everything in Arabic?
Yes. The whole product is Arabic-first with full right-to-left layout, so your team works naturally in Arabic across email, WhatsApp and chat.
Run your whole sales team on ERPnBox
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