Email, Email-to-Case & EAC, Shared Inbox, Outlook/Gmail Email Sync |Record Inbox

Great solution for teams that still live in Outlook

Our users weren't going to stop using Outlook, so we needed something that worked with that reality rather than against it. GOAT Email gives us the Salesforce visibility we wanted without forcing everyone to completely change how they work. Emails are available on the Salesforce record and the team has a much better picture of the customer communication. Setup was straightforward and the GOAT team has also been very responsive whenever we've needed help.

Email finally feels like part of Salesforce

We have been using GOAT Email for a while now and the biggest improvement for us is simply having the full email conversation where we need it. Users don't have to jump between Salesforce and their mailbox just to understand what happened with a customer. Record Inbox is easy to understand and fits naturally into the way our team already works in Salesforce. It sounds like a small thing, but having the conversation directly on the record saves a lot of unnecessary searching.

Much more than a shared inbox inside Salesforce

Global Inbox gives our team a much better way to manage customer conversations in Salesforce. It goes beyond the traditional shared mailbox model because we can see the conversation together with the people involved, ownership and the relevant Salesforce context. It works well for both individual and team communication. Conversations can be owned and worked collaboratively, while everyone has a clear view of what needs attention and who is responsible for the next response. The biggest benefit for us is having the communication and the business context in the same place. Instead of managing an inbox separately from Salesforce, the conversation becomes part of how the team actually works.

Complete email conversations where our team actually works

GOAT Email has made Salesforce a much more reliable place for our team to work with customer email. Instead of having to piece together communication across Salesforce and individual mailboxes, we can see the complete conversation directly on the relevant record. Record Inbox gives us the context we were missing: threads, attachments and email history are available where the rest of the customer data already lives. Users can work from Salesforce or continue using Outlook or Gmail without losing that context. What we particularly like is that GOAT Email works with our Salesforce processes rather than forcing us into a separate email system. The result is better visibility for the team and a much more complete customer history in Salesforce.

Flexible product and excellent support

We started with one email use case but found that GOAT Email could support more of our process than expected. Templates, signatures, and email rules have helped us make communication more consistent, while the full email history remains available in Salesforce. The support team was responsive and helped us configure the product around the way our users work.

Reliable email history in Salesforce

We needed a better view of customer communication across Accounts, Contacts, and Opportunities. GOAT Email gives us that visibility without adding extra work for users. It is especially helpful when more than one person works with the same customer or when a colleague needs to take over an account.

Helped us improve our service email process

Our support team handles a lot of customer emails, and it was difficult to keep track of open conversations across different inboxes. With GOAT Email, we can see the full thread, link emails to the right Salesforce Cases, and make sure requests have an owner. It has made follow-ups easier and reduced the chance of something being missed.

Much better than manual email logging

Before GOAT Email, users had to manually log Outlook emails in Salesforce. As expected, the history was often incomplete. Now the email history is available on the record and users can reply with the full customer context in front of them. It has made Salesforce much more useful for our customer-facing teams.

A useful shared inbox inside Salesforce

We needed a better way to manage a shared mailbox and make sure customer emails were not missed when someone was away. GOAT Email gives the team one place to see, assign, and follow up on emails in Salesforce. It is much clearer who owns each conversation, and managers have better visibility without needing to ask people for updates.

Great visibility for customer emails

We were struggling with incomplete email history in Salesforce because too much communication was staying in personal Outlook inboxes. GOAT Email has made a real difference. We can now see customer conversations directly on the relevant records, which makes handovers and follow-ups much easier. The team was also very helpful during setup.