We are excited to announce the official release of Mailbox Plugin for RISE CRM v1.4, the most advanced and seamless email integration update yet for the RISE CRM ecosystem. Designed to enhance communication efficiency, streamline customer interactions, and boost team productivity, this powerful update marks a major step forward in unifying inbox management with CRM workflows.
What is the Mailbox Plugin for RISE CRM?
The Mailbox Plugin is a native extension of RISE CRM that enables users to send, receive, track, and manage all business emails directly within the CRM platform. By syncing with popular email providers such as Gmail, Outlook, and IMAP/SMTP services, the plugin eliminates the need to switch between applications, ensuring every customer conversation is automatically logged, organized, and actionable.
Key Features in v1.4
With version 1.4, the Mailbox Plugin delivers a host of new capabilities and refinements that empower sales, support, and marketing teams to communicate smarter and faster:
1. Unified Shared Inbox
Team collaboration just got easier. The new Shared Inbox feature allows multiple team members to monitor, respond to, and assign incoming emails based on roles or departments. Conversations are tracked in real time, with full audit trails and ownership tagging to prevent missed messages.
2. Smart Email Threading & Contextual Linking
Incoming and outgoing emails are now intelligently grouped into conversation threads and automatically linked to relevant Contacts, Deals, or Tickets in RISE CRM. This ensures that every interaction is contextual and accessible from a single customer profile.
3. Email Templates with Dynamic Fields
Create and manage customizable email templates with dynamic placeholders (e.g., {{first_name}}, {{company}}). The updated template library supports drag-and-drop editing and team-wide sharing, enabling consistent, personalized communication at scale.
4. Enhanced Tracking & Analytics
Gain deeper insights with new reporting tools. Track open rates, click-throughs, and response times across all sent emails. Managers can now generate performance dashboards to evaluate team responsiveness and engagement effectiveness.
5. Two-Way Sync with Calendar Integration
v1.4 introduces bi-directional sync between the Mailbox Plugin and RISE CRM’s Calendar module. Schedule meetings directly from email threads, and have calendar invites automatically logged as activities tied to the relevant contact or opportunity.
6. Improved Security & Compliance
Enterprise-grade security enhancements include end-to-end encryption for stored emails, configurable data retention policies, and support for GDPR and CCPA compliance workflows. Admins can now enforce authentication protocols (OAuth 2.0, SSO) and control access at the user level.
7. Bug Fixes & Performance Optimizations
This release resolves known issues related to delayed email sync, attachment handling, and search indexing. The plugin now loads 40% faster and supports larger mailboxes with improved memory management.
Why Upgrade to v1.4?
- Save Time: No more switching between email and CRM.
- Improve Accuracy: Every email is automatically logged and linked.
- Boost Collaboration: Shared inboxes and team tagging streamline workflows.
- Gain Visibility: Real-time tracking and analytics for better decision-making.
- Stay Secure: Enterprise-level data protection and compliance tools.
How to Update
RISE CRM administrators can install or update to Mailbox Plugin v1.4 via the RISE App Store or through the Plugin Management dashboard. The update is compatible with RISE CRM v3.2 and later. A detailed migration guide is available in the Help Center.
💡 Pro Tip: Enable “Auto-Link Emails” in settings to ensure all new messages are instantly associated with the correct CRM records.
Availability
The Mailbox Plugin v1.4 is now available to all RISE CRM customers on Professional, Business, and Enterprise plans. Trial users can activate a 14-day extended mailbox trial to explore the new features.
Support & Feedback
Have questions or suggestions? Our support team is here to help.
📧 Contact: support@risesoftware.com
📘 Documentation: help.risesoftware.com/mailbox
📣 Feature Requests: feedback.risesoftware.com
About RISE CRM
RISE CRM is a next-generation customer relationship management platform trusted by over 15,000 businesses worldwide. From startups to enterprises, RISE empowers teams to manage leads, close deals, and deliver exceptional customer experiences—all in one intuitive, customizable environment.
The Mailbox Plugin is part of the RISE Integration Suite, designed to unify communication, automation, and data across the customer lifecycle.
Demo: https://codecanyon.net/item/mailbox-plugin-for-rise-crm/33393054
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