Your email, beside the
customer it belongs to.
Connect Microsoft 365 and read, reply to and triage mail right next to the contact, deal or ticket it relates to. No more flipping between Outlook and your CRM to remember who someone is.
Can you resend the updated quote?
One place to work the conversation.
Microsoft 365 sync
Connect your mailbox once and your real email flows into Clkly - read and reply without leaving.
Contact in context
Every message shows who the sender is in your CRM - their deals, tickets and history, right there.
Reply in place
Respond from the inbox and the thread stays attached to the record. No copy-pasting into notes.
Auto-linked threads
Mail is matched to the right contact and deal automatically, so the timeline stays complete.
Triage fast
Work the inbox like an inbox - skim, action and clear - with CRM context on every line.
One workspace
Email, deals, tickets and tasks share a screen, so following up never means switching tools.
The context is already here. Bring the email too.
Replying well means knowing who you're talking to. When the inbox sits inside the CRM, that context is one glance away - not three tabs and a search.
- Know the senderTheir record, deals and tickets sit next to the message.
- Reply with historyRespond in context and keep the timeline intact.
- Your mailbox, your rulesStandard Microsoft 365 auth - access stays under your control.
Unified inbox FAQs
What is a unified inbox?
A unified inbox brings email and messages from every channel into one shared view tied to your contacts.
- See all conversations in one place
- Replies log against the right contact
- No switching between separate mailboxes
Clkly keeps every conversation next to the CRM record, so context is never a tab away.
Can the team share one inbox?
Yes - a shared inbox gives every message an owner and a status so nothing is missed or doubled up.
- Assign conversations to teammates
- See who is handling what
- Avoid two people replying at once
Shared ownership turns a crowded mailbox into an accountable queue.
Related: Help desk
Does the inbox connect to deals and tickets?
Every conversation links to the contact, their deals and any open tickets, so the full picture is one click away.
- Turn an email into a deal or ticket
- See deal and ticket status beside the thread
- Keep sales and support on the same page
Because the inbox shares CRM data, conversations move work forward instead of sitting in a silo.
Related: Deals · Inbox analytics
Stop tab-hopping between Outlook and your CRM.
Connect Microsoft 365 and work email where the context already lives.