Key Features

Unified Inbox

• Multi-Account Email Management: Connect and manage multiple email accounts from a single unified inbox.
• Gmail & Outlook OAuth: One-click authentication with Gmail and Outlook via OAuth 2.0 for secure access.
• IMAP/SMTP Support: Connect any email provider using standard IMAP and SMTP with app passwords.
• Threaded Conversations: Emails automatically grouped into conversation threads for easy tracking.
• Real-Time Sync: Background IMAP polling keeps your inbox up to date with new messages in real time.
• Folder Management: Navigate inbox, sent, drafts, trash, and custom folders across all connected accounts.
• Labels & Tags: Organize conversations with color-coded labels and custom tags for quick filtering.

AI-Powered Replies

• OpenAI / Anthropic / Gemini Integration: Choose from multiple AI providers to generate intelligent email responses.
• Smart Reply Suggestions: AI analyzes incoming emails and suggests context-aware reply options instantly.
• Auto-Respond with Knowledge Base: AI reads your uploaded documents and uses them as context to craft accurate, on-brand replies.
• Tone Adjustment: Switch between professional, friendly, formal, or casual tones with a single click.
• Multi-Language Support: Generate replies in any language based on the sender's language or your preference.
• Per-Workspace AI Configuration: Each workspace can configure its own AI provider, model, and behavior settings.

Knowledge Base

• Document Upload: Upload PDF, DOCX, TXT, and CSV files that the AI uses as reference material.
• AI Learns from Your Docs: Uploaded documents are processed and indexed so the AI can retrieve relevant information on demand.
• Context-Aware Reply Generation: When composing AI replies, the system pulls relevant knowledge base content to ensure accuracy.
• Workspace-Scoped Knowledge: Each workspace maintains its own knowledge base, keeping data isolated between teams.

Contacts & CRM

• Contact Management: Store and organize contacts with custom fields, phone numbers, addresses, and notes.
• Custom Fields & Tags: Add unlimited custom fields and tags to categorize contacts your way.
• Contact Groups & Segments: Create groups and dynamic segments for targeted campaigns and workflows.
• Import & Export (CSV): Bulk import contacts from CSV files and export your contact list at any time.
• Activity Timeline: View the full communication history for each contact across all channels.
• Notes & Communication History: Add internal notes and see every email, message, and interaction in one place.

Deals & Pipeline

• Kanban-Style Deal Board: Visual drag-and-drop board for managing deals across pipeline stages.
• Customizable Pipeline Stages: Define your own pipeline stages to match your sales process.
• Deal Values & Expected Close Dates: Track deal amounts, currencies, and forecasted close dates.
• Activity Tracking: Log calls, meetings, emails, and tasks against each deal for full visibility.
• Drag-and-Drop Management: Move deals between stages with a simple drag-and-drop interface.

Email Campaigns

• Drag-and-Drop Campaign Builder: Design beautiful email campaigns with a visual editor — no coding required.
• Contact List Segmentation: Target specific contact groups and segments for each campaign.
• Scheduling & Throttling: Schedule campaigns for future delivery and throttle send rates to protect deliverability.
• Open & Click Tracking: Track email opens and link clicks with detailed per-recipient analytics.
• Unsubscribe Management: Built-in unsubscribe links and preference management for every campaign.
• CAN-SPAM Compliance: Automatic inclusion of physical address, unsubscribe links, and sender identification.

Workflow Automation

• Visual Workflow Builder: Design automation flows with an intuitive drag-and-drop visual editor.
• Trigger-Based Automation: Start workflows on events like new email received, new contact created, or deal stage changed.
• Auto-Assign Actions: Automatically assign conversations to specific team members based on rules.
• Auto-Tag & Auto-Reply: Apply tags and send automated replies based on email content or sender attributes.
• Time-Based Delays: Add delays between workflow steps for follow-up sequences and drip campaigns.

Multi-Channel Communication

• WhatsApp Business API: Send and receive WhatsApp messages directly from your MailTrixy inbox.
• SMS via Twilio: Two-way SMS messaging integrated into the unified conversation view.
• Telegram Bot: Connect a Telegram bot to receive and respond to messages from Telegram users.
• Slack Integration: Receive notifications and respond to conversations directly from Slack channels.
• Live Chat Widget: Embeddable chat widget for your website with real-time messaging and visitor tracking.

Email Templates & Canned Responses

• Pre-Built Email Templates: Library of professionally designed email templates for common use cases.
• Canned Responses with Shortcuts: Type a shortcut keyword to instantly insert a saved response while composing emails.
• Variable Placeholders: Use dynamic placeholders like {{contact.name}} and {{deal.value}} for personalization.
• Team-Shared Templates: Share templates across your workspace so every team member has access to approved messaging.

Team & Workspaces

• Multi-Tenant Workspace Isolation: Each workspace operates independently with its own data, settings, and billing.
• Role-Based Access: Built-in roles — Owner, Admin, and Agent — with granular permission controls.
• Team Inbox Assignment: Assign conversations to specific team members or round-robin across the team.
• Collision Detection: See when another team member is viewing or replying to the same conversation to avoid duplicate responses.
• Internal Notes: Leave private notes on conversations that are visible only to team members, not the customer.

Analytics & Reports

• Email Volume Stats: Track incoming and outgoing email volume over time with visual charts.
• Response Time Tracking: Monitor average first-response and resolution times per agent and team.
• Team Performance: Leaderboards and metrics for each team member's email handling and resolution rate.
• Campaign Analytics: Detailed reports on opens, clicks, bounces, unsubscribes, and delivery rates per campaign.
• Deal Pipeline Reports: Revenue forecasting, conversion rates, and stage-by-stage analysis of your sales pipeline.

Billing & Plans

• Subscription Management: Flexible subscription plans with configurable limits on users, inboxes, and AI usage.
• Multiple Payment Gateways: Accept payments via Stripe, PayPal, Razorpay, Mollie, Paystack, Flutterwave, and more.
• Coupon System: Create discount codes with percentage or fixed-amount discounts and usage limits.
• Invoice Generation: Automatic invoice creation for every payment with downloadable PDF receipts.

Temp Mail

• Disposable Email Addresses: Generate temporary email addresses on demand for testing and one-time use.
• Auto-Expiring Inboxes: Temp mail inboxes automatically expire and are cleaned up after a configurable duration.
• Spam Testing: Use disposable addresses to test email deliverability and spam filter behavior before sending campaigns.

Admin Panel

• Dashboard: Real-time statistics for users, workspaces, emails processed, active subscriptions, and revenue.
• User Management: Full CRUD for users with role assignment, account suspension, and activity logs.
• Plan Management: Create and configure subscription plans with feature flags and resource limits.
• Payment Gateway Configuration: Enable and configure payment gateways with API keys and webhook URLs.
• System Settings: General settings, application branding, maintenance mode, and environment configuration.
• SMTP Configuration: Configure outbound email delivery with SMTP credentials and test email functionality.
• Content Management: Manage blog posts, FAQs, testimonials, custom pages, and frontend content.

Security Features

• Two-Factor Authentication: TOTP-based 2FA (Google Authenticator, Authy) with QR code setup and recovery codes.
• Data Encryption (AES-256-CBC): Sensitive data including email credentials and API keys encrypted at rest.
• Rate Limiting: Per-endpoint rate limiting on API requests, login attempts, and AI usage to prevent abuse.
• CSRF & XSS Protection: Token-based CSRF protection on all forms and output escaping to prevent cross-site scripting.
• Security Headers: X-Frame-Options, X-Content-Type-Options, Strict-Transport-Security, and Content Security Policy.
• Social Login: OAuth 2.0 authentication with Google and GitHub for quick and secure sign-in.

Integrations

• Salesforce: Sync contacts and deals bidirectionally with Salesforce CRM.
• HubSpot: Push contacts and activity data to HubSpot for unified marketing and sales tracking.
• Google Calendar: Schedule meetings and follow-ups linked to deals and contacts.
• Zapier: Connect MailTrixy to 5,000+ apps with triggers and actions via Zapier webhooks.
• Slack: Real-time notifications and quick-reply actions delivered directly to Slack channels.

Getting Started

Ready to set up MailTrixy? Follow these steps:

1. Check Server Requirements — Ensure your hosting meets PHP 8.2+, MySQL 8.0+, and required extensions.
2. Run the Installer — Upload files, create a database, and let the web installer handle the rest.
3. Configure Your Environment — Set up email accounts, AI providers, and payment gateways.
4. Connect Your First Email — Add a Gmail, Outlook, or IMAP account to start managing email.