Connect supported email accounts and manage client conversations from inside your Meet SIGNEXA workspace. Keep quote context, CRM follow-up, reminders, and team handoffs visible in one place.
Most shop owners juggle Gmail in one tab and their management software in another - copying names, pasting addresses, and manually following up on every open quote. Meet SIGNEXA's Global Inbox eliminates that entirely. Connect your Gmail or SMTP accounts and your entire client email history lives inside your workspace - searchable, tagged, and tied to CRM contacts, open quotes, active jobs, and invoices. When a client emails asking for a price, one click generates a professional estimate from the conversation. When a new prospect writes in, AI extracts their contact into your pipeline automatically. Translation support helps your team read and reply across supported email, chat, and voice conversations without splitting the customer history across tools.
Connect Gmail or any SMTP/IMAP account. All folders sync every 5 minutes - Inbox, Sent, Drafts, and more - right inside your workspace.
Open any client email thread and generate a professional estimate in one click. AI reads the conversation and pre-fills the quote details - ready to send in seconds.
When a new prospect emails in, Meet SIGNEXA AI extracts their name, company, phone, and email into your CRM pipeline automatically - no manual data entry.
Set a reminder on any thread and Meet SIGNEXA pings you when it's time to follow up. Never let a quoted prospect go cold because you forgot to check in.
See a warm prospect going quiet? Enroll them in an automated follow-up sequence directly from the email thread - without switching tools.
Keep email and SMS conversations for every contact in one place, so your team can respond with the full client history in view.
Read and reply across supported email, chat, and voice conversations while keeping the original customer context available to your team.
Connect your existing Gmail account (or any SMTP/IMAP account) through the Inbox Settings. All your folders sync automatically - Inbox, Sent, Drafts, Junk, Trash. Every email thread is searchable by contact name, email address, subject, body, or attachment. Tags (Quote, Todo, Art, Billing, Done) keep your inbox organized without folders. Active sync runs every 5 minutes so your inbox is always current. Unlike generic helpdesk tools, this is your actual email - not a forwarded copy. Replies go from your real address and land in the recipient's inbox exactly as expected.
When a client emails asking for signage pricing, you normally read the email, open your estimating tool, re-enter the job details, build the quote, and copy the link back to Gmail. Meet SIGNEXA collapses that entire workflow to a single button. Open the thread, click Generate AI Quote, and the system reads the conversation and pre-fills a quote with the product type, dimensions, quantity, and client details it can extract. You review, adjust if needed, and send - from the same screen. The quote is linked to the email thread and the CRM contact automatically.
Follow-up is easier to manage when the next action remains visible. Meet SIGNEXA's Inbox lets the team set reminders on threads and enroll a contact in an automated follow-up sequence when that workflow is configured. Review active enrollments so the team does not double-send.
A new prospect emails your shop. Normally you'd read it, copy their name, paste it into your CRM, type their email, add their company, save the record, and link it to a pipeline stage. With Meet SIGNEXA, you click Extract Lead from the email thread. The AI reads the email, pulls the contact's name, email, phone, and company, and creates a CRM record pre-filled with everything it found - including the original email thread. You pick the pipeline stage, optionally enroll them in an automated follow-up sequence, and you're done. Thirty seconds from inbound email to active pipeline lead.
Everything you need to know about Global Inbox & AI Follow-Up for Sign & Print Shops.
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Follow the connected workflow into the parts of Meet Signexa that support this capability.
