Your inbox is slowing you down — make it contact context
The inbox is where conversations start, but it is a terrible place to decide what to do next.
When email lives in one tab and your CRM lives in another, follow-up slows. You hunt for context, copy details into notes, and still feel unsure about the next step.
The core shift: inbox → contact context
Email belongs inside the contact record. That means:
- The latest thread is visible when you open the contact
- The call note and the email summary sit side by side
- The next step is defined once, not repeated across tools
What gets faster
When email is part of the contact:
- You answer “where were we?” in seconds
- You reply faster because the thread is right there
- You avoid double-work and duplicate reminders
A simple workflow that keeps you moving
1. Open the contact 2. Read the last email thread 3. Capture the outcome of the last interaction 4. Write the next step
That is enough to keep the CRM current without turning your day into admin.
The practical test
If you need to open a separate inbox to decide your next step, your workflow is too fragmented.
If you want the inbox to act as context instead of a second system, start here: