One inbox for every client email, text and call
Email, texts, missed calls and voicemail land in one inbox, matched to the client who sent them. Assign the conversation, reply on their channel or schedule it, and turn any message into a task.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Request a demo- 01
- Email, SMS, calls and voicemail in one list, matched to the client.
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- Assign conversations, leave internal notes and schedule replies.
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- Turn any message into a note or a task, and set a reminder on the conversation.
What is a shared inbox with CRM context?
A shared inbox with CRM context lets a team manage conversations while seeing the customer and work behind them. Workspace369 connects email, SMS, calls, voicemail, notes, tasks, requests, projects, invoices, and client history in one communication layer.
Reviewed August 30, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the Inbox documentationWatch · 1:25
Reply to clients from one inbox in Workspace369
Reply to clients from one inbox in Workspace369: see emails, texts and voicemails in one list, answer with a saved quick response, and snooze a text.
Read the transcript and chapter guide →Recorded in a demonstration workspace. Check current plans and settings for availability.
From a new message to the next step, in one conversation.
Every client conversation opens with the client's record beside it, so whoever picks it up can answer, hand it on or turn it into work without switching apps.
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Every channel lands in one list
Email from your connected mailboxes, texts, missed calls and voicemail from your business numbers arrive in one Inbox, each tagged by channel and matched to the client. Filter to Open, Unread or Voicemail to see what still needs an answer.
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See who it is before you reply
The client's details sit beside the conversation: company, lead status, phone, email and notes, with one-tap actions such as Send Invoice. Nobody has to dig through another tab to know who is writing.
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Hand it to the right teammate
Starts on Voyager
Assign the conversation to a teammate and leave an internal note in the same composer. Notes stay inside the team and are never sent to the client.
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Reply on their channel, now or later
Switch the composer between SMS and email, type / for a saved quick reply, let AI suggest or rewrite the draft, or schedule the send for a better time.
- Saved email and SMS templates
- Scheduled sends you can cancel
- AI reply suggestions and rewrites, from your monthly AI usage
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Turn the message into work
Open a message's menu to add it to the client's notes, create a task from it or translate it, so a request in a text does not get lost once it has been read.
A missed call still gets an answer.
Turn on the missed-call auto-reply and Workspace369 texts the caller the moment a call is missed. Their reply lands in the same inbox, on the same conversation.
- Write your own reply, up to 160 characters
- Turn it on or off in Phone & SMS settings
- Replies arrive in the inbox like any other text
Missed-call text back starts on Voyager ($74/mo).
Sorry we missed your call! We'll get back to you shortly.
What the caller gets
Missed call · +1 (512) 555-0147 · 9:20
Sorry we missed your call! We'll get back to you shortly.SMS · 9:20
No problem, I'm free after 2pm today.9:24
Sample conversation. Flip the switch to compare.
Email on every plan. Texts and calls from Voyager.
Every plan includes the email inbox, templates, scheduled sends and tasks from messages. Voyager adds the team inbox, two-way texting and calls; Specialist adds the full phone system.
Compare plans| Feature | Cadet$29/mo | Voyager$74/mo | Specialist$149/mo | Commander$299/mo | Enterprise$699/mo |
|---|---|---|---|---|---|
| Email inbox | |||||
| Scheduled messages | |||||
| Team inbox | |||||
| Shared inbox | Not included | ||||
| Texts and calls | |||||
| SMS messaging | Not included | ||||
| Missed-call text back | Not included | ||||
| Voice & voicemail | Not included | ||||
| Auto-attendant & IVR | Not included | Not included | |||
From the Workspace369 pricing matrix. Business texting in the US needs carrier registration (A2P 10DLC); setup in the app walks you through it.
Inbox & Communications questions
Does Workspace369 include a shared inbox?
Yes. Workspace369 provides an Inbox suite for connected email, SMS, calls, voicemail, notes, tasks, client context, and communication workflows.
Can calls and text messages stay on the client record?
Yes. Workspace369 is designed to keep call activity, voicemail, SMS, MMS, email, notes, reminders, and follow-up connected to the matching client and conversation.
Can teams automate communication follow-up?
Workspace369 supports communication workflows including scheduled messages, quick responses, missed-call SMS replies, and email or SMS automations where configured.
Can a missed call get an automatic text back?
Yes, from Voyager. Turn on the missed-call auto-reply and Workspace369 texts the caller your reply message, up to 160 characters, as soon as a call is missed. Their reply lands in the inbox on the same conversation.
Which plan includes the inbox, texting and calls?
The email inbox with client-matched conversations is on every plan, starting at Cadet ($29 a month). The shared team inbox, two-way texting, calls and voicemail start on Voyager ($74 a month, 2 seats), which includes a business phone number. Call routing such as IVR menus, ring groups and call recording starts on Specialist ($149 a month).
Recent updates
All release notes- A redesigned client profile on phone, tablet and desktopClient profiles now lead with the client. On a phone, Call, Email and SMS sit under the name; on tablet and desktop, fields sit left and records right.
- A tidier New email window, with every tool in one barFormatting, attachments, templates, Write with AI and scheduling now share one bar at the bottom of a new email, and on a phone the message uses the full width.
- Add emails to your CRM with AI, and import proposals and client listsAI turns an email from someone new into a client, a note and a follow-up you review first. Rebuild an old proposal from a PDF, or import clients from a screenshot.
Answer your next client from one inbox.
Start free and bring this workflow into the rest of your workspace.
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