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.
automatic synchronization of mailbox data with CRM records
logs emails to relevant CRM objects automatically
bi‑directional sync of calendar events with CRM
keeps contact data aligned between mailboxes and CRM
syncs tasks across email and CRM platforms
pre‑built templates to speed up communication
insert availability and schedule meetings from inbox
view CRM records directly within email client
sequence follow‑ups to increase response rates
connect CRM signals into Teams/Google workspaces
synchronizes calendar, emails, contacts, tasks
view/edit CRM data within inbox
sequences for response growth
add business contacts to CRM
combined CRM + email history
combined CRM + email history
customizable email templates
multi‑profile scheduling
in‑email meeting scheduling
track email opens
log to standard or custom CRM objects
avoids duplicate CRM records
matches emails to CRM contacts
custom filters and rules for sync logic
inbox integration for Gmail
native Outlook integration
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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.
Does Yoxel have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
USD ($)
Email Address
info@yoxel.comContact
+1 415 8399949ChatPDF is an AI-powered document analysis platform designed to help users interact with PDFs and…
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