Inboxsmith

For charter bus & limo operators

Every quote you don’t chase is a bus someone else fills.

Group organizers request quotes from three or four operators and book with the one who follows up before the committee meets. Charter sales is quote-chasing on a deadline — and it lives or dies on the callback.

Founding rate held for as long as you stay subscribed. Month-to-month, no contract.

The desk you actually run

Quotes have decision dates

The school trip books by Friday, the wedding by month-end. Miss the window and the quote you wrote was for a competitor’s file.

Organizers shop everyone

The same church group emailed four operators. The follow-up call — the day before they decide — is what separates the booked coach from the quiet inbox.

Seasons stack the desk

Spring sports, weddings, fall foliage runs: quote volume triples exactly when nobody has time to track callbacks by memory.

A follow-up machine for quote season

Every request lands as a lead with its trip value in the pipeline. Follow-up tasks queue in one Inbox — overdue first — and expected-close dates that slip pull the deal back in front of you instead of aging out quietly. When it’s time to work the callback list, the power dialer runs it: voicemail drop on the beep, outcome on the record, next organizer on a countdown, all inside your calling-hours window.

The whole product, in screenshots

Captures of the shipping app — not mockups. Everything shown is included in every seat: power dialer, voicemail drop, DNC lists and blocked callers, calling-hours guard, call recording, CSV import and export, per-rep budgets and live stats, pipeline and reporting. Click any shot to expand it, or see thefull feature tour.

Calls on the record. Outcome, duration and direction land on the timeline by themselves.
An Inboxsmith lead timeline filtered to Calls: outbound calls with outcomes and durations logged automatically.

Calls on the record. Outcome, duration and direction land on the timeline by themselves.

CSV import that maps itself. Drop a file; columns match themselves. DNC column included. Big lists import in the background — keep working.
The Inboxsmith CSV import screen with columns auto-mapped to lead and contact fields and a preview of the first rows.

CSV import that maps itself. Drop a file; columns match themselves. DNC column included. Big lists import in the background — keep working.

Two-factor sign-in. Authenticator codes and single-use backup codes, built in.
Inboxsmith security settings showing two-factor authentication enrollment.

Two-factor sign-in. Authenticator codes and single-use backup codes, built in.

Power dialer, live stats. Dials, connects, VMs and talk time on the bar — mid-session.
A paused Inboxsmith dial session showing live stats: 8 dials, 3 connected, 2 voicemails dropped, 15 minutes of talk time.

Power dialer, live stats. Dials, connects, VMs and talk time on the bar — mid-session.

Calling-hours guard. Automatic timezones; no calls outside the window you set.
Inboxsmith calling-hours settings: an on/off guard with a no-calls-before and no-calls-after window applied per lead local time.

Calling-hours guard. Automatic timezones; no calls outside the window you set.

Search from anywhere. One shortcut, every lead and contact.
The Inboxsmith command-K search palette open over the leads list with matching leads and contacts.

Search from anywhere. One shortcut, every lead and contact.

Your statuses. Rename, reorder, recolor — the funnel matches your desk.
Inboxsmith lead status settings: a reorderable list of custom statuses.

Your statuses. Rename, reorder, recolor — the funnel matches your desk.

The lead record — inbound calls open it. History, contacts, deals, DNC and calling-hours toggles on one screen. When a call comes in, caller ID matches the contact and this record opens as the rep answers — history first, hello second.
An Inboxsmith lead record: timeline with calls and notes, Do Not Call and calling-hours toggles, contact with estimated local time, opportunity and tasks.

The lead record — inbound calls open it. History, contacts, deals, DNC and calling-hours toggles on one screen. When a call comes in, caller ID matches the contact and this record opens as the rep answers — history first, hello second.

DNC & blocked numbers. Upload the list once — the dialer enforces it everywhere.
Inboxsmith Do Not Call settings: an uploaded DNC number list with per-number delete, and a separate blocked-callers list for inbound spam.

DNC & blocked numbers. Upload the list once — the dialer enforces it everywhere.

Inbox. One queue for everything due — start dialing, not deciding.
The Inboxsmith inbox: a queue of calls and tasks due today, each attached to a lead and its deal value.

Inbox. One queue for everything due — start dialing, not deciding.

Tasks & reminders. Calls, appointments, tasks and reminders — separate tabs, one queue. Overdue is red before you have to think about it.
The Inboxsmith inbox on its Tasks tab: six tabs across the top (Primary, Calls, Appointments, Tasks, Reminders, Future) each with a count, and task rows showing due labels including a red "2 days overdue".

Tasks & reminders. Calls, appointments, tasks and reminders — separate tabs, one queue. Overdue is red before you have to think about it.

Snooze. Not today? Snooze it to tomorrow or next week and it leaves your queue until it matters.
The Inboxsmith inbox with a row menu open, offering Snooze to tomorrow, Snooze to next week, Snooze to date, and Complete.

Snooze. Not today? Snooze it to tomorrow or next week and it leaves your queue until it matters.

Leads. "When did we last touch this one?" is a column, not a question.
The Inboxsmith leads list: company name, status, opportunity value, owner and the date each lead was last called.

Leads. "When did we last touch this one?" is a column, not a question.

Team, budgets & sponsored freelancers. Roles, invites, number assignment — and per-seat daily minute budgets, so an outside caller dials on your dime exactly as much as you choose. The owner’s seat still dials, too.
Inboxsmith team settings: members with roles and an editable daily minute limit per member with today's usage.

Team, budgets & sponsored freelancers. Roles, invites, number assignment — and per-seat daily minute budgets, so an outside caller dials on your dime exactly as much as you choose. The owner’s seat still dials, too.

Pipeline. Your stages, your order. Totals keep themselves honest.
The Inboxsmith opportunity pipeline as a kanban board, one column per stage with deal values.

Pipeline. Your stages, your order. Totals keep themselves honest.

Voicemail drops. Record once in the browser, drop in one click mid-call.
The Inboxsmith voicemail drop library: recorded messages with durations and one-click quick-drop slots.

Voicemail drops. Record once in the browser, drop in one click mid-call.

Reporting. Filled in by the dialer, not typed in at 5pm. Narrow it to one pipeline when you run more than one. Sample data shown.
The Inboxsmith reporting overview: calls, talk time, connect rate, open pipeline, win rate and new leads.

Reporting. Filled in by the dialer, not typed in at 5pm. Narrow it to one pipeline when you run more than one. Sample data shown.

Book without hanging up. Type the time in your clock or their time — both are shown before you confirm.
The Inboxsmith booking dialog for a San Francisco lead, showing the rep's 2:00 PM Central next to the lead's 12:00 PM Pacific, with a toggle for which clock the time was typed in.

Book without hanging up. Type the time in your clock or their time — both are shown before you confirm.

Appointments on a calendar. Week or month, in your timezone — with the lead's local time on every booking.
The Inboxsmith calendar in week view: booked appointments showing the time, the lead, their local time, and whether the meeting was kept or a no-show.

Appointments on a calendar. Week or month, in your timezone — with the lead's local time on every booking.

Timezones you set, not your laptop. Due dates read from a zone you choose, so they mean the same day on every device.
Inboxsmith timezone settings: a personal working timezone and a workspace default, with the current local time shown for each.

Timezones you set, not your laptop. Due dates read from a zone you choose, so they mean the same day on every device.

Outcomes you define. Add your own dispositions; each reports under the category you give it.
Inboxsmith call outcome settings: the built-in dispositions plus a custom 'Gatekeeper Block' outcome categorised as a connect.

Outcomes you define. Add your own dispositions; each reports under the category you give it.

Call from your own number. Show your existing business number on outbound calls — verified, no porting.
Inboxsmith phone settings verifying an existing business number as outbound caller ID: a dialog explains the number stays with your carrier while outbound calls display it.

Call from your own number. Show your existing business number on outbound calls — verified, no porting.

One plan. Nothing gated.

$19 per seat per month at the founding rate — held for as long as you stay subscribed. Every feature in every seat, including the owner's. No per-feature upsells, no "call us" tier.

You connect your own Twilio account, and Twilio verifies you before anyone can dial — for most people that's a quick ID check (details, a photo of your ID, a selfie); registered businesses can file a full company profile instead. Their process, their clock: our own ID check cleared in minutes and our business review took 81 — data points, not promises.

Questions charter operators ask us

What is a charter bus CRM?+

A charter bus CRM tracks quote requests, follow-ups and bookings so trips don’t slip through the cracks. Inboxsmith adds real calling: a power dialer, voicemail drop, and call outcomes on every organizer’s record — because charters book on the phone.

How does it help us win quote battles?+

Pipeline stages show every open quote with its value and expected decision date; slipping deals resurface automatically in the Inbox. The follow-up call happens because the system queues it — not because someone remembered.

Can we track repeat clients — schools, churches, teams?+

Yes — each organization is a lead with its contacts, full call history, notes and every past opportunity on one record. Next season starts with a Smart List of last year’s bookers who haven’t been called yet.

We get spam calls on our quote line. Can you block them?+

Yes — add numbers to the blocked-callers list and they’re dropped before your phones ring. That list is separate from Do Not Call, which stops your team dialing OUT to numbers that asked you to stop.

Can it stop after-dinner sales calls?+

The calling-hours guard detects each lead’s local timezone automatically and blocks dials outside the window you set — with per-lead exemptions for the organizer who said “call me tonight.”

How much does a charter CRM cost?+

One plan: $19 per seat per month at the founding rate, held for as long as you stay subscribed — dialer, voicemail drop, pipeline and reporting all included.

Whose phone numbers do we call from?+

Your own — numbers live in your Twilio account, in your name, and stay yours. Twilio verifies you (a quick ID check for individuals, or a business review) first; our ID check cleared in minutes and our business review took 81 — data points, not promises.

Chase every quote. Fill every coach.

Founding access is 500 seats. Join the list and tell us what you run today — Justin reads every submission.

500 founding seats — $19/seat/mo, held for good