Back to Features
INBOX · Features

Unified Inbox & Campaigns

Turn WhatsApp, SMS, and email into one controlled customer-operation flow. Staff can reply with CRM context, start first-contact emails with verified senders, attach files safely, and let AI draft messages while sensitive sends stay approval-gated.

WhatsApp Business API, built into a CRM
favcrm.io68%1.2k+24DoneAI 店長 · acting
01 / 05 INBOX

One customer timeline

FavCRM keeps WhatsApp, SMS, and email conversations attached to the same customer record, so staff can see booking history, payments, orders, notes, and previous follow-up before they reply. The inbox becomes a customer-operation timeline instead of another disconnected messaging tool.

That matters most when a customer changes channels. A WhatsApp lead can later receive an email invoice, an SMS reminder, and a staff reply without losing context. Every message stays tied to the customer, making handoffs cleaner and reducing repeated questions.

Customer timelineWhatsAppAsked about availabilityEmail invoiceDeposit request sentSMS reminderTomorrow 10:30CRM context
02 / 05 INBOX

Professional first-contact email

Staff can start a new email conversation directly from the inbox with a verified sender, subject, body, and attachments before the thread exists. It feels like a real email composer, not an empty chat screen waiting for the first message.

This is useful for quotes, onboarding instructions, invoices, policy documents, and follow-up after a call. The first email still lands inside the CRM timeline, so the next reply is handled with the same customer context.

New emailVerifiedFROM[email protected]SUBJECTQuote and appointment detailsquote.pdfSend
03 / 05 INBOX

AI drafts with human control

AI Manager can draft replies using customer profile data, bookings, orders, payment status, and previous messages. Staff get a cleaner starting point for routine answers, reminders, and follow-up without handing over final control.

Sensitive outbound messages can stay approval-gated. The team can review AI output, edit wording, add attachments, and decide when the message is ready to send.

AI reply draftCan I move to Friday?Draft using CRM contextEditApprove
04 / 05 INBOX

Secure attachments and audit trail

Files sent through the inbox can be previewed and downloaded through authenticated access, reducing the risk of exposing customer documents through public links. Staff can attach supporting material without leaving the CRM flow.

The conversation history, attachments, send status, and staff actions remain visible for audit and handoff. When a customer asks what was sent, the team can answer from the record instead of searching through personal inboxes.

PDFAuthenticated previewaudit trail saved
05 / 05 INBOX

Campaigns when one-to-one is not enough

When a single reply is not enough, the same messaging layer supports segmented campaigns and broadcasts. Teams can target customers by CRM data, prepare follow-up for inactive customers, send reminders, or promote offers with delivery tracking and opt-out handling.

Campaigns still respect the approval model. AI can prepare copy and audience suggestions, while customer-facing sends can wait for staff review before they go out.

Campaign reviewAUDIENCEInactive 60dEmailSMS320 recipientsEditApprove
Inbox messaging plans

Simple pricing for customer conversations

Run inbox replies, campaigns, AI drafts, and WhatsApp messaging without hidden platform markup. Meta's per-message charges pass through at standard rates.

Lite

For small teams getting started with CRM inbox workflows.

Free

Free workspace available

Create a Free Workspace
  • 100 contacts
  • 1 team member
  • 10K AI tokens/mo
  • 3 chatbot flows
  • MCP integration
  • Shopify & WooCommerce sync
  • Template management
  • Scheduled broadcasts
  • Basic analytics
  • Community support
Most Popular

Pro

For growing teams that need campaigns, AI drafts, and analytics.

HK$149 /month
Start Pro trial
  • 1,000 contacts
  • 3 team members
  • Unlimited
  • 1M AI tokens/mo
  • 20 chatbot flows
  • Unlimited
  • Customer segments
  • REST API access
  • MCP integration
  • Shopify & WooCommerce sync
  • Template management
  • Scheduled broadcasts
  • Advanced analytics
  • Community support
Need more AI tokens? Top up anytime in-product on any plan.
Zero message markup — you only pay Meta's standard per-message rates
Fully Integrated

Connected to your ecosystem

Unified Inbox & Campaigns works seamlessly with every other module in FavCRM, sharing real-time data to create perfectly tailored experiences.

CRM Corerecords · profilesBookingsslots · remindersE-Commerceorders · paymentsAnalyticsreports · alertsAI 店長agent · MCPUnified Inbox & Campaignsthis capability

Ready to Grow Your Business?

Start with an industry-guided setup, then launch your first loyalty, booking, or promotion workflow.