Yobi is a unified team communication platform that brings together voice calls, SMS, and social messaging (including Facebook, Instagram, and Twitter) into a single, shared inbox. Designed for businesses that need to streamline client communications, Yobi offers native AI features to enhance efficiency, accountability, and personalization.
The platform integrates with CRM systems like HubSpot and Salesforce, automatically logging conversations and enabling businesses to manage customer relationships without switching tools. With its AI assistant and collaboration features, Yobi empowers teams to deliver prompt, consistent, and human-like responses across channels.
Built with small to medium-sized businesses in mind, Yobi makes business communication seamless, centralized, and smart.
Features
Yobi offers a robust set of features to help teams manage communications and CRM in a more intelligent, organized way.
Unified Inbox – Centralize SMS, voice calls, and social media messages into one dashboard accessible to the entire team.
AI Conversation Assistant – Use AI to suggest replies, summarize calls, and draft responses in real time.
CRM Integration – Sync with tools like HubSpot and Salesforce to log interactions and maintain up-to-date customer profiles.
Shared Phone Numbers – Provide a single phone number that team members can use collectively for customer-facing conversations.
Call Recording and Transcripts – Record voice calls automatically and generate transcripts for quality assurance and documentation.
Team Collaboration – Assign messages, tag teammates, and leave internal comments to streamline workflows.
Message Templates – Create reusable SMS and email templates for quicker responses and consistent messaging.
Cross-Platform Support – Use Yobi across desktop and mobile, with apps available for iOS, Android, and web browsers.
These features help businesses improve response times, maintain better records, and foster a more collaborative communication environment.
How It Works
Getting started with Yobi is straightforward. Businesses sign up on the Yobi website and configure their team inbox, adding shared numbers and integrating their social messaging accounts. Once the system is set up, incoming messages from all connected platforms flow into a single inbox.
Team members can view, reply to, and assign messages using the web or mobile interface. The AI assistant can draft replies, summarize conversations, and provide insights on tone or sentiment. Calls are recorded and transcribed automatically, helping teams keep records and reference previous interactions.
With CRM integration enabled, Yobi updates contact records and logs interactions automatically, eliminating the need for manual data entry. It’s a single source of truth for all customer communication.
Use Cases
Yobi serves businesses across industries that depend on real-time, multi-channel communication.
Sales Teams – Improve lead response times, centralize customer information, and automate call logging into CRM platforms.
Customer Support – Manage inquiries from multiple channels in one inbox and track conversations with AI-powered transcripts and templates.
Marketing Agencies – Handle social DMs, texts, and calls for multiple clients while maintaining a shared team environment.
Healthcare Providers – Centralize patient communication through secure messaging and call management features.
Real Estate Professionals – Use SMS and voice to stay in touch with clients, organize conversations by property or buyer, and collaborate with internal staff.
Service Businesses – Schedule appointments, confirm bookings, and resolve issues via SMS or voice, all from a unified team line.
These use cases show how Yobi supports productivity, improves customer experience, and simplifies team coordination.
Pricing
Yobi offers transparent pricing with both monthly and annual billing options, designed to scale with your business needs. As of the latest update from Yobi’s official website:
Starter Plan – Free
– 1 user
– 1 shared number
– Unified inbox for SMS and calls
– Mobile and desktop apps
Business Plan – $30/user/month
– Unlimited users
– Social messaging integration (Instagram, Facebook, Twitter)
– CRM integrations
– AI assistant features
– Call recording and transcripts
– Team collaboration tools
Enterprise Plan – Custom Pricing
– API access
– Custom integrations
– Dedicated account manager
– Advanced analytics and reporting
– SLA and onboarding support
Annual billing options offer discounts for teams committed to long-term use. A free plan is available to try the core features without commitment.
Strengths
Yobi delivers multiple advantages for small businesses and growing teams looking to improve how they communicate.
All-in-One Platform – Replace separate tools for voice, SMS, and social messaging with a unified workspace.
AI Support – Get smart suggestions and conversation summaries without switching apps.
Easy Setup – Fast onboarding and intuitive user experience across devices.
Team Visibility – Keep communication transparent and coordinated with tagging and assignments.
CRM Integration – Eliminate data silos by syncing conversations to customer records automatically.
Affordable – Offers a free starter tier and competitive pricing for growing teams.
Yobi’s strengths lie in helping teams collaborate better and respond faster—all without losing track of customer communication history.
Drawbacks
While Yobi offers significant functionality, there are a few limitations to consider:
Limited Customization – Custom branding and advanced workflows may be limited without an enterprise plan.
Dependent on Internet – Cloud-based service means all communication relies on stable internet connectivity.
No Built-In Email – Currently focused on SMS, voice, and social platforms; email integration is not part of the offering.
AI Limitations – AI assistant is useful but may still require human review for sensitive or nuanced interactions.
These limitations are common in early-stage platforms and may evolve as Yobi continues to expand its capabilities.
Comparison with Other Tools
Yobi competes with tools like Dialpad, RingCentral, Front, and Intercom.
Compared to Dialpad and RingCentral, which offer enterprise-level VoIP and UCaaS solutions, Yobi is more focused on small business communication with integrated AI support and CRM syncing.
Versus Front, which excels at email-based team collaboration, Yobi shines in mobile-first, text-and-voice environments where fast-paced messaging is key.
Unlike Intercom, which is centered around website chat and customer support, Yobi acts as a frontline communication hub across phone, SMS, and social, helping businesses stay connected with customers beyond the web.
Its unique combination of AI, team collaboration, and multichannel inbox gives Yobi a distinct place in the team communication landscape.
Customer Reviews and Testimonials
While formal third-party reviews are still limited, customer feedback on the Yobi website and social channels is highly positive.
One small business owner shared:
“Yobi changed the way we handle customer conversations. Everything comes into one place, and I can assign messages to my team without losing track.”
A startup founder noted:
“We’re a lean team, and the AI assistant helps us manage support and sales with minimal staff. It’s like having another rep.”
Users frequently highlight the simplicity of setup, the value of having one number for the team, and the helpfulness of Yobi’s responsive support team.
Conclusion
Yobi is a modern communication solution for businesses that want to streamline calls, texts, and social messaging in one AI-enhanced platform. By bringing together customer conversations, CRM integration, and internal collaboration, Yobi helps small teams operate with the efficiency of much larger organizations.
Whether you’re a solo entrepreneur or managing a remote team, Yobi offers a centralized, intelligent, and accessible way to stay connected and responsive.
