Shared inbox for sales teams
Every promise a rep makes, tracked until it is kept. Sektra tracks the proposal that slipped, notices the champion who went quiet, and keeps the deal record without a single field being filled in.
A sales inbox is a list of promises with dates on them. The proposal by Friday, the pricing follow-up after the demo, the intro to procurement. Each one is easy to make and easy to lose in the next forty threads.
Sektra tracks each commitment from the moment it is written and surfaces it before it is overdue. It also reads the signals in the thread: a new name on the CC line, a champion who has stopped replying, a question that was never answered. The record of the deal builds itself from the email the rep already sends.
Reps sell. Nobody grooms a pipeline on Friday afternoon.
What it tells you, and why
“You told the client you would send the proposal Friday. It is Thursday.”
Commitments surface before they are late, in the same queue as the mail.
“Your champion has gone quiet and a new name is on the thread.”
Stakeholder changes are read from the conversation and added to the account.
“Four open questions across your active deals. Two are yours to answer.”
The assistant knows which side owes the next move.
What your team gets on day one
Commitments with dates
Every promise a rep makes, tracked until it is kept.
A deal record without data entry
People, companies, decisions and open questions, built from email and WhatsApp.
Drafts and templates
AI drafts grounded in the thread, and shared templates for the messages you send every day.
Handoffs that keep the record
When a rep leaves or a deal closes, the account carries every promise and open question to whoever takes it next.
Questions, answered
What teams like yours ask before they connect an inbox.
Does a shared inbox replace the CRM?
It replaces the part of the CRM nobody updated: the relationship record, built from real conversations. A CRM kept for pipeline stages stays where it is, and HubSpot, Salesforce, Pipedrive and Zoho CRM records show beside every thread.
How do you follow up with a client without a CRM?
Write the promise in the email, as you already do. Sektra lifts it out with its date, puts it in your queue before it is late, and cancels the reminder when the client replies. The morning digest lists who owes you a reply and who you owe one.
Can prospects write on WhatsApp?
Yes. A connected WhatsApp Business number is a shared inbox, with the same record, assignment and drafts as email.
Does the assistant send emails for reps?
No. It drafts and reminds. The rep sends.
Coming from another tool?
What stays the same, what changes, and what the switch takes, one tool at a time.
Playbooks for sales
I'll send that Friday: how to track commitments made in email and follow up on every one
Deals rarely die from lost arguments. They die from forgotten follow-ups. On the anatomy of the promises hiding in your team's sent folder, and how to track them.
Read the articleProductCRM hygiene is a losing battle: the CRM your team stopped updating, and the record that writes itself
Every CRM rollout begins with resolve and ends with a database of good intentions. The problem is that it asks humans to be scribes. An audit, and the alternative.
Read the articleSee it on your own inbox
Connect a mailbox and Sektra builds the memory of your clients from the history already there.