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Features

The tools you need to crush quota

A sales engagement platform that integrates into your current workflow, doesn't require lengthy training, and has all the functionality you need to hit your numbers.

Mixmax engagement signals dashboard inside Gmail

Features

Everything you need to hit your numbers

  • Sequences

    Start more conversations with prospects and customers with engaging sequences across email, phone, and social media. Create amazing, personalized experiences at scale.

  • Templates

    Craft the perfect message, then save it as a sales email template with one click. Create templates from your inbox and customize them to your liking with our email template builder.

  • One-click meetings

    Integrate your inbox with Google Calendar and make it easy for customers & candidates to schedule time with you by adding clickable dates and times in your email message.

  • Shared calendar scheduling

    Create meetings with shared availability with multiple colleagues. Built-in double booking prevention.

  • Email tracking

    You'll know as soon as someone opens your message and their engagement over time with real-time email tracking & alerts.

  • Tasks

    Create, monitor and complete to-do, email, LinkedIn, or phone call tasks from your inbox or within the Mixmax application.

  • Mixmax AI

    Create content faster with AI Compose, a writing assistant that can generate quality emails and subject lines in seconds. Use AI Smart Send to reach your prospects when they are most active.

  • Dialer

    Talk to leads and customers without leaving Gmail or Salesforce. Automatically log calls in your CRM and/or into Gong.

  • Sidechat

    Chat & collaborate on emails, without leaving your inbox. Add collaborators on any customer email so they can view all replies and forwards while being invisible to external recipients.

  • Polls & Surveys

    Easily collect information from your prospects, customers, or candidates with one-click polls and surveys embedded directly in your email messages.

  • Gmail sidebar

    Craft the perfect message using social & CRM insights about the person you're emailing from a handy sidebar.

  • Reminders

    Never miss a follow-up. Set smart reminders to follow up on emails you've sent that haven't received a reply or that were never read.

  • Send later & Recommended send times

    Show up in your recipient's inbox at exactly the right moment. Schedule emails with precise control and maximize engagement by using AI-powered recommended send times.

  • Notifications

    Receive alerts on desktop, email, or Slack based on the actions you choose, including when recipients open, click or reply to your emails.

  • Email enhancements

    Embed polls, surveys, GIFs, or URL previews in your email messages to enhance communication and boost response rates.

  • Salesforce integration

    Automatically update Salesforce records from within your inbox, personalize your messages using Salesforce dynamic fields, and create rule-driven workflows to eliminate tedious manual work.

  • Auto-create leads

    Capture more Salesforce leads and contacts in fewer steps. Spend less time on data entry and more time selling.

  • LinkedIn Sales Navigator integration

    Send InMail and connection requests as automated steps in your sequence, create rules to send connection requests or follow-ups based on prospect engagement, and view your recipient’s LinkedIn profile, company, and activity from your inbox.

  • Basic rules

    Create easy IF/THEN rules to automate tasks and eliminate data entry from your daily workflow.

  • Advanced rules

    Create more advanced IF/THEN rules for tasks such as routing a lead based on lead owner within Salesforce, triggering an action based on date fields, or using logic such as new or updated opportunities, accounts, or custom objects.

  • Inbound lead routing

    Route leads to book available time from an embedded calendar. Enable instant handoffs between internal teams.

  • Content sharing

    Share high-performing content with other individuals or teams to improve collaboration and sales enablement.

  • Link previews

    Create beautiful previews of links and email content to increase engagement and click-throughs from your email messages.

  • Delegated sending

    Request & grant permission to send sequences on others'/your behalf.

  • Reporting dashboard

    Gain actionable insights from all your communications. Track opens, clicks, bounces, replies, downloads, and RSVPs across templates, sequences, and recipients.

  • Message insights

    Know exactly which messages get the most engagement. Compare impact by team, individual, and campaign.

  • Team insights

    Easily visualize which rep, team or department is booking the most meetings and getting the most replies. Easily duplicate what's working best with others.

  • Custom branding

    Add your own logo and branding to your emails.

  • SOC 2 Type II security

    Rest assured your data is always secure with Mixmax.

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