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Product / CRM

Every reply lands in a pipeline

MailOptimal turns each reply into a deal card and files it by intent. Drag it from replied to won, add a value and a close date, and stop paying for a second CRM just to track outbound.

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app.mailoptimal.comLive demo
Meeting bookedMoved to pipeline
Replied to wonDrag every deal
12
Stages from contacted to won, all editable
2
Views of the same deals, board and list
6
Currencies for deal values
1
Timeline per deal: emails, calls and notes
CRMPipeline boardReply intentDeal timelineValue and forecastWhere deals come fromFAQStart free
Board

Drag a deal from replied to won

A board of every open deal with its owner, campaign and value. Drag a card to the next stage and the column totals update as you go. Prefer rows? Switch to the list view of the same deals and sort by value or close date.

  • Twelve stages out of the box, rename, reorder or hide any of them
  • Owner, campaign and tags on every card
  • Open value totalled per column and across the pipeline
  • Board and list views, grouped by stage, owner, tag or status
Replied3 open
Ana Pereira
Initech
InterestedNo value
Kenji Watanabe
Sonic
ObjectionNo value
Interested$55k
Sam Osei
Umbrella
Warm$25k
Nora Haddad
Vertex
Champion$18k
Meeting$94k
Lee Wang
Hooli
Booked by call$40k
Fatima Noor
Axiom
Enterprise$32k
Won$92k
Isabelle Roy
Cobalt
Closed$40k
Peter Novak
Delta
Closed$28k
Pipeline at a glance
Twelve stagesBoard and list viewsValue per column
New reply · Sam Osei
Umbrella · 2 minutes ago
Auto-filed
“Can you show me how the sequencing works? Thursday is good.”
RepliedInterested · 92%
Other replies today
Kenji Watanabe · Sonic
“Pricing looks higher than the others we saw.”
Objection · 71%
Grace Liu · Meridian
“Not me, talk to our RevOps lead.”
Referral · 64%
Out of office
“Back on the 14th.”
Skipped
Intent

Replies are sorted before you read them

When a lead replies to a campaign, MailOptimal reads the intent and files the deal in the right stage, with a confidence score so you know how sure it is. Interested replies rise to the top. Out-of-office and unsubscribes stay out of the pipeline.

  • Interested, objection, referral, not now and more
  • Confidence score on every classification
  • You can always move a card by hand, the AI never locks a stage
AI reply labels
InterestedObjectionReferralNot now
Timeline

Every touch on one card

Open a deal and the whole relationship is there in order: the emails you sent, the opens and clicks, the reply, the call your rep made and the notes they left. Nobody has to ask what happened last.

  • Emails, opens, clicks and replies from every mailbox
  • Calls, recordings and outcomes from the Dialer
  • Notes and tasks logged inline
  • System events such as stage moves and campaign enrolments
Email reply · Interested
3 hours ago
“This is timely, we are onboarding four reps next month. Can you show me how the sequencing works? Thursday is good.”
Stage moved to Interested
3 hours ago · automatic
Call · 6 min · Meeting booked
Yesterday · logged from the Dialer
Email opened 3 times, clicked the pricing link
2 days ago
On every card
Emails and repliesNotes and tasksStage moves
Open pipeline
50 open deals
$92k won this quarter
$546kopen value
Interested$55k
Qualified$52k
Meeting$94k
Negotiation$98k
Won this quarter
$92k
Average deal
$11k
Open deals
50
Forecast

Know what your outbound is worth

Add a value and an expected close date to any deal and MailOptimal rolls it up into live open-pipeline and won totals, by stage, by owner and across the workspace.

On every deal
Deal value
Close date
Totals by stage
Totals by owner
Sources

Deals fill in from the rest of MailOptimal

You do not have to type a deal in. Campaign replies, call outcomes and the lists you build all feed the same pipeline, and you can still add a deal by hand at any time.

New deals this week
None of them typed in by hand
+76 deals
Lead Finder and Company Followers+40
CSV import+18
Email campaign replies+12
Dialer call outcomes+6

Unified Inbox

Answer the reply in the Unibox and the deal card updates on its own.

Explore the Unibox

Dialer

Log a call outcome and the deal moves to the matching stage.

Explore the Dialer
Deals fill in from
Campaign repliesCall outcomesSaved listsManual entry
Works with

Part of one platform.

See the whole platform
Unified Inbox
Every reply in one shared inbox
Dialer
Call from the lead, log the outcome
Email Outreach
AI sequences across unlimited mailboxes
FAQ

Questions, answered.

Still unsure? Book a demo and we will walk you through it.

Book a demo
What is the MailOptimal CRM?
A deal pipeline built into MailOptimal. Every reply to your campaigns becomes a deal card you can drag through stages, from contacted to won, without paying for or syncing a separate CRM.
How do deals get created?
Automatically. When a lead replies, MailOptimal creates a deal and files it by the intent of the reply. Deals also come from Dialer call outcomes, Lead Finder and Company Followers imports and CSV uploads, and you can add one by hand.
Can I change the stages?
Yes. The pipeline ships with twelve stages from Contacted to Won and Lost. Rename, reorder, hide or add stages to match how your team sells.
Can I forecast revenue?
Yes. Give a deal a value and an expected close date and it rolls up into open-pipeline and won totals by stage, by owner and for the whole workspace, in any of six currencies.
Board or list?
Both. Switch between a drag-and-drop board and a sortable list of the same deals, and group either by stage, owner, tag or lead status.
Do I still need HubSpot or Salesforce?
Not to track outbound. If you already run a CRM for the rest of the business, deals and activity sync out through the API and webhooks.
InfraOptimal

Send it from an IP that is only yours.

InfraOptimal mailboxes from $1.00 with a dedicated IP, DNS and warmup included. A quarter of the Google and Microsoft price.

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Turn replies into revenue you can count

A pipeline that fills itself from your campaigns and calls. Free for 14 days.