Unified Inbox

Rolling out

Every enquiry in one place — already attached to the right customer.

Customers don't choose one channel. They fill in a form, ring you, then send a WhatsApp photo. B2B Brain puts every one of those messages in a single shared inbox and on that customer's record, so whoever picks it up sees the whole conversation.

Start free trial See it in action

This is for you if…

You answer enquiries from three or more apps every day
More than one person replies to customers
Enquiries sometimes get missed at evenings and weekends
You've been caught out not knowing a customer already called

The problem

The same customer, scattered across six places.

A homeowner fills in your website form on Friday night, calls on Saturday and sends photos on WhatsApp on Monday. Three people see three fragments. Nobody replies to the form because someone 'spoke to them'. The customer thinks you've ignored them, and books whoever replied first.

Website forms land in one person's email
Calls are remembered, not recorded
WhatsApp photos live on a personal phone
Facebook messages wait until someone checks

What slow, scattered replies cost

Worked example

Enquiries a month: 60
Missed or answered too late: 8 (13%)
Your usual win rate: 30%
Average job value: £1,900
Work lost each month: ≈ £4,560

Illustrative worked example. Use your own numbers — B2B Brain measures them for you once your inbox is connected.

How B2B Brain solves it

One inbox for the team. One history for every customer.

Messages from every connected channel arrive in one list, oldest unanswered first. B2B Brain recognises returning customers by email address and phone number and files each message on their record, next to their enquiry, quotes and jobs. When it isn't sure, it suggests a possible match for you to confirm — it never merges customers behind your back.

John Smith2m
Here's a photo of the leak 👇
Priya Shah14m
Quote request: guttering, 3-bed semi
Mark Evans1h
Re: Q-0139 — can you do the 14th?
Missed call2h
07700 900456 · auto-text sent
Lauren Hill3h
Do you cover Leeds?

John Smith · combined history

Example data

Website

Quote enquiry: roof replacement

SMS · automatic

Thanks John — we'll call you within the hour.

Phone

Call with Sam · 12 min · site visit booked

Here's a photo of the leak 👇

What changes in your business

Before and after.

Checking five apps to see if anyone's been waiting
One list, oldest unanswered at the top
“Did anyone reply to Mrs Patel?”
Who replied, when and what they said — on her record
Weekend enquiries answered on Tuesday
Acknowledged in seconds, queued for Monday morning
Customer history leaves when a staff member does
Every conversation stays with the business

A day with it

What Unified Inbox looks like in practice.

07:52
Overnight website enquiry and two WhatsApps are waiting, each already acknowledged automatically.
08:10
Sam opens John Smith's message and sees his form, yesterday's call note and the photos in one thread.
11:30
A missed call from an unknown number becomes a new enquiry with a text-back already sent.
17:45
Nothing left unanswered. The end-of-day brief confirms it.

Why it works better inside B2B Brain

A standalone tool sees one part of the journey. B2B Brain sees all of it.

Feeds the pipeline

A new message from a new person can become a lead in one click, with its source already recorded.

Triggers automation

Acknowledgements, missed-call text-backs and ‘nobody has replied’ reminders run from inbox events.

Measured by analytics

First-response time is tracked per channel and per person, so you know where replies are slow.

FAQ

Questions about Unified Inbox.

Website forms (through the tracking snippet or a plain HTML form), email and text messages (we set up the connection for you), and calls — missed calls arrive automatically on a connected number, and any call can be logged in a click. WhatsApp, Facebook and Instagram messages are coming later.
No. Forward your existing number and email address to the ones we set up, and customers keep contacting you exactly as they do today.
B2B Brain suggests possible matches by email address or phone number. You decide; records are never merged automatically.
Yes. Conversations can be assigned, and everyone can see who is handling what.