Mixmax

Tired of juggling multiple tabs for email, scheduling, CRM updates, and prospect tracking? Switching between tools constantly fragments your workflow and slows down your ability to connect with prospects and customers effectively.

Mixmax streamlines your entire sales engagement process by bringing powerful tools directly into your existing Gmail or Outlook inbox. Imagine building personalized outreach sequences, scheduling meetings instantly, tracking engagement, and automating tasks – all without leaving the place you already spend most of your day. It’s designed to help you build pipeline, strengthen relationships, and close deals faster by working smarter, not harder.

Key Features You'll Use Daily

• 📧 Automate Personalized Outreach: Use the AI Sequence Builder to create multi-step, multi-channel campaigns (integrating email, calls, LinkedIn tasks) that feel personal and drive conversions. Start from scratch or adapt expert-designed templates.

• ✍️ Craft Compelling Emails Faster: Let AI Compose assist you in writing effective emails or refining existing drafts in seconds, saving you valuable time while improving message quality.

• ⏰ Send Emails at the Perfect Moment: Leverage AI Smart Send, which analyzes recipient behavior to deliver your emails precisely when they are most likely to be opened and engaged with.

• 📅 Schedule Meetings Effortlessly: Eliminate the back-and-forth. Embed your availability directly into emails for one-click booking or share links that route leads automatically (e.g., round-robin for teams).

• 📊 Prioritize Your Most Engaged Prospects: Focus your energy where it counts. AI Engagement Scores highlight contacts showing strong buying signals, complemented by real-time alerts for opens, clicks, and replies, all visible in your inbox sidebar.

• 🔄 Automate Repetitive Tasks: Build custom rules to handle routine work automatically. Update Salesforce or HubSpot records, enroll contacts into sequences, send Slack notifications, or trigger follow-ups based on prospect actions – saving users like Raymond Lin at Mixpanel "at least an hour a day."

• 💬 Collaborate Directly Within Your Inbox: Use Inbox Sidechat to quickly discuss specific emails or deal strategies with teammates without forwarding chains or switching to another app.

How Mixmax Works in Practice

See how professionals like you can leverage Mixmax:

1. For the Sales Development Rep (SDR) Building Pipeline: You need to contact dozens of new leads daily. With Mixmax, you launch a personalized, multi-touch sequence using AI Compose for tailored messaging and AI Smart Send for optimal timing. You embed your calendar link for easy booking. Real-time engagement alerts in your inbox sidebar show who's interacting, allowing you to prioritize follow-ups with the warmest leads immediately, resulting in more qualified meetings booked.

2. For the Account Executive (AE) Closing Deals: You're managing several opportunities. You use Mixmax to quickly schedule follow-up calls by sharing availability that includes your Solutions Consultant. Rules automatically update deal stages in Salesforce when a prospect books a meeting or replies positively. When a tricky question arises via email, you use Inbox Sidechat to pull in your manager for advice instantly, keeping momentum without leaving the email thread.

3. For the Customer Success Manager (CSM) Nurturing Relationships: You want to proactively engage your portfolio. You set up automated check-in sequences using Mixmax templates, perhaps including an embedded poll for quick feedback. Engagement Scores help you identify clients who might be less responsive than usual, prompting a personalized reach-out. Email tracking confirms when they review important documents, ensuring timely follow-up.

Connect Personally, Win at Scale

Mixmax integrates the essential tools for sales engagement directly into your Gmail or Outlook inbox. It's built to enhance your existing workflow, not replace it. By combining AI-powered personalization and automation with seamless scheduling and real-time engagement insights, Mixmax empowers you to:

• Save Significant Time: Automate manual tasks like CRM updates and follow-ups (users report saving over 40 hours monthly).

• Increase Engagement: Reach the right people with personalized messages at the optimal time.

• Book More Meetings: Simplify scheduling for prospects and your team.

• Close Deals Faster: Focus on high-intent prospects and collaborate efficiently.

Trusted by over 60,000 users and highly rated on G2, Mixmax offers the capabilities of traditional sales engagement platforms with the convenience and high adoption rate that comes from living directly within your inbox.