iSOLV Applications — iSOLV Inbox
Read, send, and manage Gmail or Outlook email without ever leaving Salesforce — while an AI matching engine keeps every conversation linked to the right record, automatically.
The problem
Reps switch tabs dozens of times a day to keep email and CRM in sync — and most of it never gets logged at all.
The old way
With iSOLV Inbox
How it works
iSOLV Inbox is designed so the CRM benefit happens automatically, as a consequence of reps just doing their job.
01
Standard OAuth connection to Gmail or Microsoft 365. No desktop install, no browser extension — takes under a minute.
02
Read, reply, and compose from inside Salesforce. The interface looks and feels like a modern inbox, not a bolted-on add-in.
03
Every message is matched to the right record and logged as a Task in the background — no manual linking required.
Everything included
Ten capabilities that, together, remove the gap between your inbox and your CRM.
Read, reply, and compose from a full inbox embedded in Salesforce Lightning — no side panel, no separate tab.
Every email is matched to the right Contact, Lead, Opportunity, or Case — by thread, by Email-to-Case and by exact email address, with AI content matching on Professional.
Full support for both major providers. With Microsoft 365, your admin connects the whole company once — nothing for each user to set up.
An email to someone on an open Opportunity can be linked to the Opportunity too, with one click, so deal history stays complete.
Meetings in Google or Outlook appear as Salesforce Events, and changes in Salesforce go back to the calendar, guests kept. (Professional)
See when an email was opened and which links were clicked, right on the Salesforce Task. Bounced emails are flagged automatically. (Tracking: Professional)
Link the emails you already have, not just new ones — run it once from setup and your history lands on the right records.
Every email you link is kept on the Salesforce record — its text, who it was from and to, and its attachments. The history stays even if the email is deleted from the mailbox or the person who handled it leaves.
Emails that aren’t linked are never stored — they stay in the recipient’s inbox.
Email content is never stored on iSOLV’s servers. Emails you link are stored in your own Salesforce org; everything else stays in your mailbox.
Email activity lands as standard Salesforce Tasks, so it shows up in the reports and dashboards you already use.
A dedicated admin app for connections, user access, licences and matching settings across the org.
The matching engine
Direct matches are tried first. The AI step (Professional) only runs as a fallback, and its matches are suggestions unless your admin sets a threshold for linking automatically.
Each inbound or outbound email runs through the same sequence, stopping as soon as a confident match is found:
Thread match. Already part of a linked conversation? It links straight away.
Email-to-Case. Salesforce's own Email-to-Case already filed it? It links to that Case.
Exact email match. The address is on exactly one Contact or Lead — whoever owns it — so it links automatically. If that Contact has a role on one of your open Opportunities, it links there, with the Contact attached.
Duplicate contacts. The same address on several Contacts? Your own records win; otherwise they are offered as suggestions.
Leads. Matches an existing Lead owned by someone else in your org — offered as a suggestion.
Cases. Matches an open Case, so support threads land in the right place.
AI content match. No direct match? The engine reads the email for signals — company names, deal references, prior context — and suggests a record. (Professional)
Create Record. No record at all? One click turns the email into a new Lead or Contact, pre-filled from the message.
How we compare
iSOLV Inbox takes a different approach to most email-Salesforce tools. Rather than adding a sidebar to your inbox, we bring your inbox inside Salesforce — so your team works from one place, every email is matched to the right record automatically, and your Salesforce data stays complete without manual effort.
| Feature | iSOLV Inbox | Cirrus Insight | Einstein Activity Capture | Revenue Grid | GOAT Email | EverReady AI |
|---|---|---|---|---|---|---|
| Inbox inside Salesforce | ✓Full Gmail & Outlook inbox, natively inside Lightning | ✗Sidebar inside Gmail/Outlook — opposite direction | ✗Background auto-capture only, no inbox UI | ~Inbox sidebar only, not a full inbox inside Salesforce | ✓Global Inbox & Record Inbox — most direct competitor on positioning | ✗Background server-side sync, no inbox UI |
| AI record matching | ✓Matches by thread, Email-to-Case and exact email address on every plan; AI content matching and a configurable auto-link threshold on Professional | ✗Manual or rule-based logging | ✗Automatic capture, but no AI matching engine | ✗Activity capture without AI matching | ✗No AI matching engine — manual association | ~Automatic matching via sync rules, not an AI engine |
| Two-way calendar sync | ✓Native Salesforce Events, bi-directional with Gmail and Outlook | ✓Calendar sync available | ~Yes, but Microsoft EWS retirement forces migration by August 2026 | ✓ | —Not confirmed in available documentation | ✓Gmail and Google Calendar; Outlook supported |
| Email bodies never stored on vendor servers | ✓Metadata only — fetched on demand, never written to iSOLV servers | —Unknown — operates as a sidebar, emails stay in Gmail/Outlook | ✗Stored on AWS, outside standard Salesforce objects | ✗Stores activity data including email content | —Not confirmed in available documentation | ✓Claims full data ownership, no external storage |
| Native SF objects (reportable) | ✓Tasks and Events — fully reportable in standard Salesforce reports | ✓Logs to standard Salesforce objects | ~Stored on AWS by default, not queryable in standard reports; native option added Summer '25, but migration is irreversible with a 180-day backfill cap | ✓ | ✓Salesforce-native AppExchange product | ✓Syncs to standard Salesforce objects |
| Pricing from | From £15/user/moMin. 5 users on paid plans; trial unlimited | From $14/user/moUp to $49 (Expert tier) | FreeBundled with Sales Cloud (Standard); paid tier extends retention | From $30/user/moUp to $149 (Ultimate tier) | —Not publicly listed | —Contact sales |
| Free trial | ✓60 days, no credit card | ✓No permanent free plan | —Free with Sales Cloud (Standard) — not sold as a stand-alone trial | —Not stated | ✓Pricing not publicly listed | —Not stated |
Data sourced from publicly available product documentation and pricing pages, July 2026. Features and pricing subject to change. Contact us if you believe any information is inaccurate.
Frequently asked
Yes. iSOLV Inbox connects to both Google Workspace (Gmail) and Microsoft 365 (Outlook) via standard OAuth. You can use either — or both, if your org runs a mixed environment.
Emails you link to a Salesforce record are stored in your own Salesforce org — their text, sender and recipients, and attachments — so every record keeps its complete email history, even if the email is deleted from the mailbox or the person who handled it leaves. Emails that aren’t linked are never stored — they stay in the recipient’s inbox. Nothing is stored on iSOLV’s servers; iSOLV keeps only thread references and the links to your Salesforce records. To suggest matches on Professional, a short excerpt may be processed by our AI provider; see our Privacy Policy.
It stays. Linked emails are stored on the Salesforce records themselves, not just in the person’s mailbox, so the history is still there after their mailbox is closed or their emails are deleted.
Most emails resolve through direct matches (thread, Email-to-Case, exact email address) before AI is ever used — those are effectively 100% reliable. AI content matching (Professional) is only a fallback when no direct match exists. By default its matches are shown as suggestions for you to confirm; your admin can choose a confidence threshold above which matches link automatically.
They land in an Unlinked folder inside the inbox, so nothing is silently dropped. You can link them manually, create a new Lead directly from the email, or dismiss them if they are not relevant to Salesforce.
Yes — a free 60-day trial with full Professional access, no credit card needed. See the pricing page for details.
Most teams are connected and sending their first linked email within an hour. Connecting a mailbox is a standard OAuth flow; no desktop software or browser extension is required.
No — it uses them. Every linked email becomes a standard Salesforce Task, so it shows up in existing reports, list views, and automation without any change to how your org already works.
Free 60-day trial, full Professional access, connected and running within the hour.