Budget approved · one timing question
Hi Sarah, we got sign-off internally and budget’s approved. One question: can onboarding start before our Q3 freeze?
The deal-aware email app that brings your CRM data, Gong calls, and Granola notes directly into your email thread so you can stop tab-hopping and start closing.
Hi Sarah, we got sign-off internally and budget’s approved. One question: can onboarding start before our Q3 freeze?
Works with Gmail · Salesforce · HubSpot · Gong · Granola · Clay
No card required · free forever for up to 3 users
Pilot numbers look strong · the ops team signed off this morning. Can you send the commercial proposal across before Thursday's steering call?
Pilot numbers look strong · the ops team signed off this morning. Can you send the commercial proposal across before Thursday's steering call?
Brilliant news. Proposal attached · I've held the pilot pricing for the first year as discussed…
Looping in procurement as promised. Ed Chen will run the MSA review · redlines attached. Legal aims to turn this around within two weeks.
Great speaking last week · sharing the rollout plan and pricing we walked through. Keen to hear the team's read.
Last activity: demo follow-up sent. One contact on thread · consider widening.
We got sign-off internally and budget cleared finance review yesterday. One question on timing · could onboarding start the first week of July, once our Q3 freeze lifts?
Two open items from our security team on the questionnaire · data residency and sub-processors. Answers this week would keep us on schedule.
Forecast call moved to 16:00 · agenda inside. Please drop your Pied Piper and Raviga updates in the doc before 15:30.
Tuesday briefing · pipeline hygiene in 4 charts: stage slippage, silent deals, single-threaded opps and close-date drift.
It sorts by when mail landed, not what it’s worth. So the reply that moves your number sits three screens under a newsletter, and the deal going quiet never makes a sound.
Your inbox ranks by what landed last. Your quota ranks by what’s on the line. They are never the same list.
A deal going silent triggers nothing. It just stops, and you find out in the forecast review.
Your CRM has the stage and the amount. Not that the buyer stopped opening your emails two weeks ago.
So OppBox reads your inbox by deal, not by date.
The money rises to the top. The silence finally sets off an alarm. The rest stays out of your way.
One pipeline of truth: sources → deal graph → signals → views. No setup project, no admin, no consultants.
Sign in, connect Gmail and your CRM with two OAuth consents · about a minute. Add Google Calendar, Gong and Granola when you want meetings and call notes in the mix. OppBox writes to your CRM only when you explicitly ask.
OppBox matches every email, meeting and call to its opportunity and builds a live deal graph · every written and spoken word about a deal, unified in one place.
Twenty-plus signals compute continuously · silence, stakeholder coverage, stage risk, read receipts, AI-extracted content cues · and render as views: Ghosted, Stage, Today. You act, in the inbox.
OppBox computes atomic, explainable signals per deal · engagement, stakeholders, stage motion · refreshed continuously from email and CRM. No black-box scores; every signal shows its working.
computed continuously · rendered as views · acted on in the inbox
Open OppBox and the pipeline is already on the mail. Each thread carries its account, value and stage · no tagging, no lookups. Email bound to money goes ink; everything else stays out of your way.
drag · same seven emails, enriched by OppBox
Your inbox is chronological and dumb · a stack of messages in the order they happened to arrive. Your real job is the pipeline. Views turn that on its head, organising your mail by opportunity through saved questions asked over twenty-plus live signals. No folders, no labels, no inbox-zero busywork.
Open any deal and the whole story is already in one place · every email thread, every meeting, the call intelligence, and the Granola notes filed automatically against the right opportunity. One timeline of everything written and everything said. The CRM fields you live in are right there too.
One keystroke and Claude reads the whole deal · threads, signals, meetings, CRM history · and hands you the state of play. Ask for a draft and you get one to edit, not an email that sent itself.
OppBox isn't a dashboard you check · it's the inbox you work from. Compose, reply, schedule sends, reuse snippets, fly through triage on the keyboard. Gmail today, Outlook soon, full fidelity either way.
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Richard · confirming the July start in writing as promised. Attached is the two-week onboarding plan we walked through.
One ask: could you introduce us to whoever runs procurement on your side this week? It keeps the July date safe.
Emails, meetings, calls and CRM changes interleave on a single deal timeline · the whole story, written and spoken, in order.
Every contact card carries title, seniority and role context, enriched automatically · so you know who you're really talking to.
Dense, keyboard-first, instant. The Ledger design language puts more pipeline on one screen than any kanban board.
In Gmail a message is just a message · a sender, a subject, a wall of text. Drag right and OppBox reads the same thread against the pipeline · the deal band, the live signals and a Brief wrap the mail without you lifting a finger.
Hi · quick note after yesterday's finance review. Budget's approved on our side, so we're clear to move.
I'd like to bring onboarding forward to early July if your team can support that timing. Can you confirm the slot and send the order form? Happy to loop in procurement once we're aligned.
Best,
Richard
Drag the divider · the same thread, wearing its deal.
OppBox ships a hosted MCP server. Connect Claude, or any MCP client, and your agent can read deals, signals, threads and meetings · and prepare drafts for your review. Writes are guarded: nothing fires without you.
OppBox spots the gap · a champion who's left, a deal riding on one contact. Clay finds the people to fix it, and a sequence you approve makes the introduction. All without leaving the inbox.
OppBox watches the contacts on your open deals. When a key contact's employer changes and the replies stop, the deal wears a LEFT COMPANY? badge · precision-first, dismissible, never written to your CRM uninvited.
Search people at your opportunity accounts · or any company domain you choose · by seniority and title, on your Clay account. Clay discovers the profiles; OppBox's email waterfall finds a verified work address, one credit at a time.
Enrol new contacts straight into an AI sequence. You approve the first send; bounded follow-ups go inside your send window and daily cap, and any reply pauses the sequence instantly.
OppBox reads the most sensitive data a revenue team has. The architecture starts from that fact.
Row-level security is forced on every tenant table · isolation that holds even if application code gets it wrong.
OAuth tokens are encrypted per row and cryptographically bound to your workspace · a ciphertext moved between tenants refuses to decrypt.
OppBox stores signals, your actions and lightweight indices · not your email. Message bodies are queried live and never persisted.
AI runs only when you ask, drafts are yours to review, and your data is never used to train models.
Free forever for up to 3 users, Core at $30 per user per month for every seat, and Enterprise on the way. Every sign-up starts with 14 days of Core · no card, then a graceful downgrade to Free.
Free forever for a pod of up to 3. Gmail + your CRM, every view and every signal, with a monthly allowance of AI briefs and drafts.
AI you won’t have to ration, scheduled send, call intelligence, MCP access for your agents, full history.
SSO/SAML, role controls, audit log export, security review and a real procurement process.
Stage, value, close date, the last call, what you promised, who’s gone quiet. Read live from Gmail, your CRM, Gong and Granola the moment you open the thread.
No card required · disconnect any source anytime