Connected company mailboxes
Connect Google, Outlook, Yahoo or supported IMAP/SMTP mailboxes. Organize conversations by mailbox and assignment, with company-specific access to the queues each person can use.
Shared inbox and customer communications
Zepfolio Desk
Customer conversations, with the work behind them. Give the office a shared inbox where replies, attachments and next steps stay connected.
14 days free · No card required · 3-seat minimum
For office teams handling customer email and follow-ups without losing track of who is replying or what was promised.
- 01Connect the company mailbox
- 02Assign and answer conversations
- 03Follow through on the customer work
The work, from start to finish
Read the whole conversation
Review threaded email, sender formatting and attachments together. Missing-file warnings distinguish incomplete attachment copies, while mailbox health checks help the office investigate sync problems.
A team inbox, not a guessing game
Assign conversations, add internal notes and mention teammates. Reply-presence indicators show when someone else is writing; pins, snooze and saved views help organize the queue.
Replies and follow-ups that keep moving
Use saved replies with optional actions, send-and-solve and follow-up reminders. Business-hour reply clocks and workload reports help managers see waiting work.
Customer context beside the email
Review linked customer records, open invoices, quotes, projects and upcoming work. With the right permissions, turn a conversation into a work order or another connected record.
AI suggestions with a human decision
ZepBot can summarize longer threads, suggest replies and propose triage changes using available customer records. Apply suggestions deliberately; bill and expense proposals still require accounting approval.
Connected work. Separate companies.
Keep working in the active company, with the records and permissions assigned to your role. Linked information brings the field and office together without merging company data.
Before you get started
Do we need to change email providers?
No. Desk connects supported existing mailboxes. Google and Microsoft use their connection flows; Yahoo and generic IMAP/SMTP require suitable mailbox credentials and provider settings.
Does every provider deliver messages instantly?
No. Google supports push delivery with a polling fallback. Other supported providers are checked in the background, so arrival timing depends on the connection and provider.
Can Desk bring in older email?
Past-mail import workflows file older messages as archived conversations without treating them as new unanswered work. Check the supported provider and import options before planning a migration.
Can AI send replies or post bills on its own?
AI suggestions require review. Financial conversions create proposals for authorized approval rather than silently posting bills or expenses.
Put it to work in your company.
$29 per active person per month. Every module included, seats shared across your companies.
Start your 14-day free trial