Inboxsmith

Sales CRM · built around the phone

The dialer isn't an add-on. It's the point.

Inboxsmith is a CRM for teams that live on the phone. The list, the power dialer and the voicemail drop are one product at one price — instead of a CRM, plus a dialer that doesn't quite talk to it, plus four add-ons.

500 founding seats at $19/user/month — about a fifth of what the cheapest competitor charges for a plan with a dialer in it.

The sticker price is never the price.

That's the normal shape of this category. You buy a CRM, then discover the power dialer is two tiers up. You add call intelligence. You add local presence. You add do-not-call checking, per user, per month. By the time the thing does what you bought it for, the bill has doubled.

We sell one plan. Everything in the list below is in it, and there is nothing else to buy from us.

One plan

No dialer tier, no feature gate, no per-seat add-on menu. $99 a seat is the whole product.

Month to month

No annual contract and no seat minimum. Annual billing exists as a discount, not as a term you're locked into.

Your carrier account

You connect your own Twilio. Your numbers, your registration, and no margin taken on your calling.

This is the whole product.

Not a mockup and not a highlight reel of the one good screen — these are captures of the app you get on day one. All of it in every seat: $19 on the founding rate, $99 after. There is no higher tier holding the good parts.

Calls on the record. Outcome, duration and direction land on the timeline by themselves.
An Inboxsmith lead timeline filtered to Calls: outbound calls with outcomes and durations logged automatically.

Calls on the record. Outcome, duration and direction land on the timeline by themselves.

CSV import that maps itself. Drop a file; columns match themselves. DNC column included. Big lists import in the background — keep working.
The Inboxsmith CSV import screen with columns auto-mapped to lead and contact fields and a preview of the first rows.

CSV import that maps itself. Drop a file; columns match themselves. DNC column included. Big lists import in the background — keep working.

Two-factor sign-in. Authenticator codes and single-use backup codes, built in.
Inboxsmith security settings showing two-factor authentication enrollment.

Two-factor sign-in. Authenticator codes and single-use backup codes, built in.

Power dialer, live stats. Dials, connects, VMs and talk time on the bar — mid-session.
A paused Inboxsmith dial session showing live stats: 8 dials, 3 connected, 2 voicemails dropped, 15 minutes of talk time.

Power dialer, live stats. Dials, connects, VMs and talk time on the bar — mid-session.

Calling-hours guard. Automatic timezones; no calls outside the window you set.
Inboxsmith calling-hours settings: an on/off guard with a no-calls-before and no-calls-after window applied per lead local time.

Calling-hours guard. Automatic timezones; no calls outside the window you set.

Search from anywhere. One shortcut, every lead and contact.
The Inboxsmith command-K search palette open over the leads list with matching leads and contacts.

Search from anywhere. One shortcut, every lead and contact.

Your statuses. Rename, reorder, recolor — the funnel matches your desk.
Inboxsmith lead status settings: a reorderable list of custom statuses.

Your statuses. Rename, reorder, recolor — the funnel matches your desk.

The lead record — inbound calls open it. History, contacts, deals, DNC and calling-hours toggles on one screen. When a call comes in, caller ID matches the contact and this record opens as the rep answers — history first, hello second.
An Inboxsmith lead record: timeline with calls and notes, Do Not Call and calling-hours toggles, contact with estimated local time, opportunity and tasks.

The lead record — inbound calls open it. History, contacts, deals, DNC and calling-hours toggles on one screen. When a call comes in, caller ID matches the contact and this record opens as the rep answers — history first, hello second.

DNC & blocked numbers. Upload the list once — the dialer enforces it everywhere.
Inboxsmith Do Not Call settings: an uploaded DNC number list with per-number delete, and a separate blocked-callers list for inbound spam.

DNC & blocked numbers. Upload the list once — the dialer enforces it everywhere.

Inbox. One queue for everything due — start dialing, not deciding.
The Inboxsmith inbox: a queue of calls and tasks due today, each attached to a lead and its deal value.

Inbox. One queue for everything due — start dialing, not deciding.

Tasks & reminders. Calls, appointments, tasks and reminders — separate tabs, one queue. Overdue is red before you have to think about it.
The Inboxsmith inbox on its Tasks tab: six tabs across the top (Primary, Calls, Appointments, Tasks, Reminders, Future) each with a count, and task rows showing due labels including a red "2 days overdue".

Tasks & reminders. Calls, appointments, tasks and reminders — separate tabs, one queue. Overdue is red before you have to think about it.

Snooze. Not today? Snooze it to tomorrow or next week and it leaves your queue until it matters.
The Inboxsmith inbox with a row menu open, offering Snooze to tomorrow, Snooze to next week, Snooze to date, and Complete.

Snooze. Not today? Snooze it to tomorrow or next week and it leaves your queue until it matters.

Leads. "When did we last touch this one?" is a column, not a question.
The Inboxsmith leads list: company name, status, opportunity value, owner and the date each lead was last called.

Leads. "When did we last touch this one?" is a column, not a question.

Team, budgets & sponsored freelancers. Roles, invites, number assignment — and per-seat daily minute budgets, so an outside caller dials on your dime exactly as much as you choose. The owner’s seat still dials, too.
Inboxsmith team settings: members with roles and an editable daily minute limit per member with today's usage.

Team, budgets & sponsored freelancers. Roles, invites, number assignment — and per-seat daily minute budgets, so an outside caller dials on your dime exactly as much as you choose. The owner’s seat still dials, too.

Pipeline. Your stages, your order. Totals keep themselves honest.
The Inboxsmith opportunity pipeline as a kanban board, one column per stage with deal values.

Pipeline. Your stages, your order. Totals keep themselves honest.

Voicemail drops. Record once in the browser, drop in one click mid-call.
The Inboxsmith voicemail drop library: recorded messages with durations and one-click quick-drop slots.

Voicemail drops. Record once in the browser, drop in one click mid-call.

Reporting. Filled in by the dialer, not typed in at 5pm. Narrow it to one pipeline when you run more than one. Sample data shown.
The Inboxsmith reporting overview: calls, talk time, connect rate, open pipeline, win rate and new leads.

Reporting. Filled in by the dialer, not typed in at 5pm. Narrow it to one pipeline when you run more than one. Sample data shown.

Book without hanging up. Type the time in your clock or their time — both are shown before you confirm.
The Inboxsmith booking dialog for a San Francisco lead, showing the rep's 2:00 PM Central next to the lead's 12:00 PM Pacific, with a toggle for which clock the time was typed in.

Book without hanging up. Type the time in your clock or their time — both are shown before you confirm.

Appointments on a calendar. Week or month, in your timezone — with the lead's local time on every booking.
The Inboxsmith calendar in week view: booked appointments showing the time, the lead, their local time, and whether the meeting was kept or a no-show.

Appointments on a calendar. Week or month, in your timezone — with the lead's local time on every booking.

Timezones you set, not your laptop. Due dates read from a zone you choose, so they mean the same day on every device.
Inboxsmith timezone settings: a personal working timezone and a workspace default, with the current local time shown for each.

Timezones you set, not your laptop. Due dates read from a zone you choose, so they mean the same day on every device.

Outcomes you define. Add your own dispositions; each reports under the category you give it.
Inboxsmith call outcome settings: the built-in dispositions plus a custom 'Gatekeeper Block' outcome categorised as a connect.

Outcomes you define. Add your own dispositions; each reports under the category you give it.

Call from your own number. Show your existing business number on outbound calls — verified, no porting.
Inboxsmith phone settings verifying an existing business number as outbound caller ID: a dialog explains the number stays with your carrier while outbound calls display it.

Call from your own number. Show your existing business number on outbound calls — verified, no porting.

Sample data shown. Figures are illustrative and are not a claim about results you should expect.

Setup is a wizard, not a project.

Six steps, in order, with the app doing the work. You don't file a ticket and wait for someone to configure your account.

  1. 01

    Connect your Twilio account

    Paste your Account SID and Auth Token — calling runs on your own account, billed by Twilio directly.

    The actual "Connect your Twilio account" step of the Inboxsmith setup wizard.

    01 Connect your Twilio account. Paste your Account SID and Auth Token — calling runs on your own account, billed by Twilio directly.

  2. 02

    Get a phone number

    Search and buy a local number to call and receive from.

    The actual "Get a phone number" step of the Inboxsmith setup wizard.

    02 Get a phone number. Search and buy a local number to call and receive from.

  3. 03

    Record a voicemail drop

    The one-click voicemail your reps drop during live calls.

    The actual "Record a voicemail drop" step of the Inboxsmith setup wizard.

    03 Record a voicemail drop. The one-click voicemail your reps drop during live calls.

  4. 04

    Add your leads

    Import a CSV, or add your first lead by hand.

    The actual "Add your leads" step of the Inboxsmith setup wizard.

    04 Add your leads. Import a CSV, or add your first lead by hand.

  5. 05

    Save a Smart List

    A filtered segment of leads your team can dial in one click.

    The actual "Save a Smart List" step of the Inboxsmith setup wizard.

    05 Save a Smart List. A filtered segment of leads your team can dial in one click.

  6. 06

    Invite your team

    Your reps come in and each get their own seat.

    The actual "Invite your team" step of the Inboxsmith setup wizard.

    06 Invite your team. Your reps come in and each get their own seat.

Each card shows the shipped wizard screen for that step — captures, not mockups.

The one part we won't do for you

Twilio verifies who you are before you can dial — no vendor can skip that. For most people it's a ten-minute ID check: your details, a photo of your ID, a selfie. No business required. Ours cleared in minutes, and every feature worked after. Companies can file a full business profile instead — or add one later. The app tells you what Twilio asks for and picks up the moment you're approved.

Why you connect your own account

It's the unusual part of this product, and it's the part that protects you. Most dialers put every customer through one pooled carrier account they control. That single choice is where the lock-in lives.

 Pooled carrier accountYour own account
Who owns the numbersOften leased to you, and handed back when you leaveBought in your name. You keep them, whatever happens to us
What calling costsMinutes resold at a markup, or bundled into opaque "credits"Carrier list price, billed to you directly. We take no cut
Whose registrationThe vendor's shared profile covers youYours — you, or your business, verified in your own name
Your neighboursCapacity and reputation shared with every other customerIsolated. Nothing another company does reaches you
If you leaveNumbers and call history can go with the accountYour phone system stays up. You just stop paying us

Pricing

One plan, priced per seat. Plus your own Twilio bill, which you pay Twilio directly and we take no cut of.

Founding access

$19/ user / month

First 500 seats. Held for as long as your subscription stays active — not a lifetime licence, and not a discount that expires next quarter.


List, month-to-month
$99 / user / mo
List, billed annually
$89 / user / mo
Minimum seats
None
Contract
None
Get founding access

And your Twilio bill, honestly

Every Inboxsmith customer connects their own Twilio account. That's unusual, so here is the trade-off before you're in it rather than during onboarding.

What you get

  • Your carrier account, your numbers, your registration. If you leave, you keep them.
  • No margin taken on your calling. There's nothing for us to mark up.
  • Carrier rates at cost — Twilio publishes about $0.014 a minute for US outbound and around $1.15 a month per number.

What it costs you

  • A compliance review before you can dial. Twilio won't sell your account a number until a Trust Hub profile is approved. Their process, their clock, and nobody can shortcut it. In our own tests the Individual profile — an identity check, no business required — cleared in minutes, and the full Business review came back in 81 minutes — data points, not promises; some reviews take days.
  • A second bill — roughly $45–95 per rep per month at heavy dialing, paid to Twilio, not to us. An estimate, not a quote.

Founding access — 500 seats

$19 per user per month, held for as long as you stay subscribed. Month-to-month, no contract, no seat minimum.