Yoxel logo

Yoxel

by Yoxel, Inc. · Since 2014
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ActiveAvailable globallyCloud
Quick facts
VendorYoxel, Inc.
Year launched2014
StatusActive
Location4343 Anchor Plaza Pkwy, Suite 225, Tampa, FL 33634, USA
Countries servedGlobal
Languages1
IntegrationsN/A
Free tierNO
Free trialYES
Contact salesYES

About Yoxel

Yoxel offers a comprehensive suite of productivity and CRM integration tools that bridge the gap between email/calendar systems and customer relationship management platforms, with a strong emphasis on Salesforce integration.

Yoxel offers a comprehensive suite of productivity and CRM integration tools that bridge the gap between email/calendar systems and customer relationship management platforms, with a strong emphasis on Salesforce integration. Designed to improve data quality and reduce manual entry, Yoxel automatically syncs mailbox activity — including emails, contacts, calendar events, and tasks — directly into CRM records. Users benefit from automated log capture, customizable sync rules, and bi‑directional calendar syncing, which makes it easier for sales and customer success teams to stay aligned without switching apps constantly. Beyond core sync capabilities, Yoxel provides powerful Outlook and Gmail add‑ons that surface CRM data within the user’s inbox, enable scheduling, email templates, tracking, and follow‑ups without opening the CRM. The company also extends its integration ecosystem with workflow connectors that bring CRM signals into messaging tools like Microsoft Teams and Google Workspace. With a 30‑day free trial and support for multiple environments, Yoxel is ideal for organizations seeking to enhance CRM adoption and streamline communication workflows.

Pros & Cons

Pros
  • Connects users’ email and CRM seamlessly to remove manual entry time and errors.
  • Supports bi‑directional calendar syncing with intelligent deduplication for meetings.
  • Improves CRM data quality with configurable sync rules for events and tasks.
  • Improves data accuracy and consistency across different systems
  • Enables viewing and updating CRM records directly within Outlook or Gmail.
Cons
  • Custom sync rules can be complex to configure for users without technical experience.
  • Limited reporting tools make it hard to track email activity and CRM engagement trends.
  • Undo or error recovery options are minimal, increasing risk of accidental data overwrite.
  • Advanced automation features require a Salesforce subscription, adding to overall costs.
  • Email tracking and logging features can sometimes fail with forwarded or group emails.

Features

Key features

CRM Sync

automatic synchronization of mailbox data with CRM records

Email Logging

logs emails to relevant CRM objects automatically

Calendar Sync

bi‑directional sync of calendar events with CRM

Contact Sync

keeps contact data aligned between mailboxes and CRM

Task Sync

syncs tasks across email and CRM platforms

Email Templates

pre‑built templates to speed up communication

Meeting Scheduler

insert availability and schedule meetings from inbox

CRM Data in Inbox

view CRM records directly within email client

Automated Follow‑Ups

sequence follow‑ups to increase response rates

Workspace Integrations

connect CRM signals into Teams/Google workspaces

Additional features

CRM Sync Logic

synchronizes calendar, emails, contacts, tasks

CRM Record Access

view/edit CRM data within inbox

Follow‑Up Automation

sequences for response growth

Automatic Contact Creation

add business contacts to CRM

Enhanced Activity History

combined CRM + email history

Enhanced Activity History

combined CRM + email history

Templates Library

customizable email templates

Availability Profiles

multi‑profile scheduling

Scheduler Links

in‑email meeting scheduling

Email Open Tracking

track email opens

Custom Object Support

log to standard or custom CRM objects

De‑duplication

avoids duplicate CRM records

Auto‑Match Contacts

matches emails to CRM contacts

Rule‑Based Sync

custom filters and rules for sync logic

Google Workspace Add‑On

inbox integration for Gmail

Outlook Add‑In

native Outlook integration

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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