About SendBoard
SendBoard is a collaboration software from SendBoard that helps teams manage communication and projects. It provides features such as task assignment, document sharing, and real-time chat so teams can work together efficiently. This platform supports both desktop and mobile access, allowing users to stay connected regardless of location. SendBoard also integrates with popular tools like Google Drive and Slack, enabling a centralized workspace for all team activities. Key capabilities: task management file sharing team messaging integration with third-party apps activity tracking Best for: remote teams that need effective communication and project management solutions.
SendBoard by SendBoard is a CRM-focused communication platform designed to streamline customer support and sales communication directly through Slack. Primarily, it enables teams to manage shared email inboxes from within Slack, making it an ideal tool for businesses that value team collaboration and real-time communication. Its core purpose is to bridge the gap between traditional email and instant messaging workflows by allowing users to send and receive emails via Slack channels, assign messages to team members, add internal notes, and track conversations effortlessly. This integration fosters a more transparent, efficient, and collaborative approach to customer communication. SendBoard boasts a clean and intuitive interface that sits comfortably within the Slack environment. Since it operates as a Slack app, there’s no steep learning curve for teams already familiar with Slack’s UI. Users can interact with emails as if they were Slack messages, with options to reply, assign, or comment using familiar Slack workflows. The seamless embedding of email threads within Slack channels simplifies communication and enhances traceability.
Pros & Cons
- +Combines email management directly within the Trello environment, streamlining workflows.
- +Converts emails into manageable Trello cards for better visibility and task management.
- +Facilitates team involvement in email communication, especially with shared inboxes.
- +Offers options for using custom email addresses/domains and personalized email content.
- +Features like auto-replies, templates, and automations save time and standardize responses.
- −The free plan has significant restrictions on the number of emails and email history.
- −Upgrading to higher-tier plans is necessary for full functionality and can incur additional costs.
- −The functionality is entirely dependent on the Trello platform.
- −Users unfamiliar with Trello might need time to adapt to this integrated email approach.
- −The free plan offers limited email support, which could be an issue for new users.
Features
Key features
- Emails as Trello Cards
- Incoming emails are directly converted into Trello cards, allowing for visual task management and integration with existing workflows.
- Send Emails from Trello
- Users can compose and send emails, including replies, directly from within the Trello interface, potentially with a shared inbox for team collaboration.
- Contact Management in Trello
- The platform offers a built-in contact database within Trello, enabling users to import, organize, and view email activity for each contact.
- Use Your Own Email Address/Domain
- Users have the flexibility to control the "reply-to" address, either using a SendBoard subdomain or connecting their own custom email address or domain for enhanced branding and trust.
- Personalized Emails with Variables
- The ability to use variables to automatically insert Trello content, contact details, and Custom Fields into emails allows for personalized and efficient communication.
- Auto-Replies
- Users can set up automated email responses to handle incoming inquiries, improving response times and managing expectations.
Additional features
- Welcome to your new inbox
- Emails arrive as new cards so that you can visualize your tasks, emails and entire workflow in one dashboard.
- Send emails right from Trello
- Send emails and reply directly from Trello using our rich-text editor. Connect a shared inbox and get the whole team involved!
- Manage your email contacts
- Manage your contact database inside Trello. Import and manage contacts, group contacts by organization, add custom notes, and see all email activity across Trello at a glance.
- Use your own email address
- Control the reply-to address for your contacts. You can receive emails to your own SendBoard subdomain (e.g. info@example.sendboard.com) or choose to use your own email address.
- Send emails from your own domain
- Boost trust and recognition by sending emails from your own custom domain. Simply link up your own email address to your Trello board to get started.
- Personalize your emails with variables
- Use variables to insert Trello content, contact names and Custom Fields into your emails. Each variable will be automatically populated with the relevant value when you hit send.
- Respond instantly with auto-replies
- Easily set up an auto-reply template to deal with incoming emails. Standardize your communications, save team time and manage customer expectations.
- Merge similar cards
- Got two conversations about the same thing? Combine cards effortlessly with our Merge Card wizard.
- Custom Fields at your fingertips
- Keep your emails relevant and personal by including Custom Fields. You can also extract details from your emails into Custom Fields, to be used elsewhere in Trello.
- Add your business branding
- Create a custom email signature to make sure your brand stays top of mind.
- Save time with email templates
- Avoid errors and focus on what matters with Saved Reply templates for frequently asked questions.
- Work smarter with automations
- Use Trello rules to automatically send out templated emails based on triggers, reducing manual effort.
- Retain your email history
- Keep a copy of all the emails sent from Trello on your own server by setting up an automatic outbound BCC address.
- Reply to emails on the go
- Keep up with email on the Trello mobile app by replying to emails as comments with the "@reply" keyword.
Pricing
Monthly plans
Essential
USD 6
Pro
USD 10
Countries & Languages
Interface languages
Billing currencies
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About SendBoard
SendBoard is a collaboration software from SendBoard that helps teams manage communication and projects. It provides features such as task assignment, document sharing, and real-time chat so teams can work together efficiently. This platform supports both desktop and mobile access, allowing users to stay connected regardless of location. SendBoard also integrates with popular tools like Google Drive and Slack, enabling a centralized workspace for all team activities. Key capabilities: task management file sharing team messaging integration with third-party apps activity tracking Best for: remote teams that need effective communication and project management solutions.
SendBoard Details
SendBoard's In-App Market Place
Does SendBoard have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Essential
USD 6
Pro
USD 10
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud ($), Cad ($), Jpy (¥), Chf (chf), Nzd ($), Mxn ($)
Pros & Cons
- Combines email management directly within the Trello environment, streamlining workflows.
- Converts emails into manageable Trello cards for better visibility and task management.
- Facilitates team involvement in email communication, especially with shared inboxes.
- Offers options for using custom email addresses/domains and personalized email content.
- Features like auto-replies, templates, and automations save time and standardize responses.
- The free plan has significant restrictions on the number of emails and email history.
- Upgrading to higher-tier plans is necessary for full functionality and can incur additional costs.
- The functionality is entirely dependent on the Trello platform.
- Users unfamiliar with Trello might need time to adapt to this integrated email approach.
- The free plan offers limited email support, which could be an issue for new users.
SendBoard's Support Options
Email Address
hello@sendboard.comContact
+1 844-215-2744SendBoard's Alternatives
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