Your inbox and your records stop being two places.
Gmail, Outlook, Microsoft 365 and Exchange sync both ways. Mail arrives already matched to the lead it belongs to, and the reply happens on the same screen.
Thanks for sending that over - the per-seat comparison is the part I needed.
This is helpful. Can you bring our CFO in on Thursday? He will want to see the utilisation numbers you mentioned on the call.
Linked to Dana Whitlow at Meridian Freight on the sending address - filed against the record before anyone opened it.
- Owner
- M. Ortiz
- Deal value
- $48,000
- Last touch
- this thread
- Book a meeting
- Add to a sequence
- Raise a task
- Log a call
The thread and the record are one screen, so replying and updating the deal are not two applications.
Product figures from the platform’s own defaults - not customer averages
The thread and the record, one screen. A full client - snooze, send later, templates, signatures - with the lead, the deal value and the next action beside the message instead of in another tab. Remote images are withheld until you ask for them.
Thanks for sending that over - the per-seat comparison is the part I needed.
This is helpful. Can you bring our CFO in on Thursday? He will want to see the utilisation numbers you mentioned on the call.
Linked to Dana Whitlow at Meridian Freight on the sending address - filed against the record before anyone opened it.
- Owner
- M. Ortiz
- Deal value
- $48,000
- Last touch
- this thread
- Book a meeting
- Add to a sequence
- Raise a task
- Log a call
The thread and the record are one screen, so replying and updating the deal are not two applications.
Open a thread; the record rail follows it
Whatever your floor already runs on.
Four providers, all two-way. Three of them push, so mail arrives rather than being waited for, and the fourth polls because IMAP gives you nothing better to work with.
OAuth with push notifications, so new mail arrives rather than being polled for.
Graph with delta queries, so a large mailbox stays current without re-reading itself.
Calendar and address book over Graph. The on-premises route is wired and not built.
Any other mailbox, on a five-minute poll rather than a push, with a live login test.
Mail, calendar and contacts where the provider exposes them
Nobody has ever forwarded an email to a CRM on purpose. They do it because the two systems could not see each other. These can.
The thread files itself. Inbound mail is matched against every address on it, sender and recipient alike, and attached to the lead holding one of them - before anyone opens it, and without a rule anyone had to write.
- Matched on arrivalThe address resolves to a record, or the mail is left alone.
- Sender or recipientAny address on the message resolves it, not only the one it came from.
- Opens and clicksRecorded against the record, with signed link identifiers.
- Nothing forwardedNo plus-address, no BCC, no browser extension to install.
- Owner
- M. Ortiz
- Renewal
- 30 Sep
- Value
- $48,000
- Last touch
- today
- Dialer1
- AI3
- Workflow1
- A person0
- Outbound call connectedDialer4 min 12 s · recorded
- Transcript attachedAI812 words, on the record
- Lead Stage → Proposal SentAIwas Interested
- Renewal date → 30 SepAIheard at 01:14
- Comparison sheet sentWorkflowopened twice
- Meeting booked - Thu 10:00not yetcalendar synced
- Task for M. Ortiznot yetConfirm procurement contact
- “Wants the CFO on the next one.”not yetM. Ortiz
One of these was typed. The rest were written by the call, the model and the workflow that fired off them.
Booked from the conversation.
Booking on a record writes to Google Calendar inside the save and mails the invitations, so a meeting agreed on a call is on the calendar before the call ends. Reading the other way is a button, not a background job.
Writes on save, reads on request
Mail delta, subscriptions renew
Created, moved and cancelled with the booking
Minted by the calendar write itself
Its joining link, carried in the invitation
Against the record, not a mailbox
Everything in this category
16 capabilitiesA full mail client inside the CRM, with snooze, send later, eight system folders and a reading sandbox that never runs a single thing the sender wrote.
Google Calendar writes out the moment you save and mails the invitations, and reads back on demand, so a meeting booked on a call is there before it ends.
Connect Gmail on one scope and mail arrives by push rather than polling, filed against the lead holding the address, with nobody having to forward anything.
Outlook and Microsoft 365 sync through Graph with delta queries and subscriptions, so large mailboxes stay current without re-reading themselves.
A Microsoft mailbox brings its calendar and address book over Graph, on subscriptions that renew themselves, with a ten-minute pass running underneath.
Any mailbox that speaks IMAP and SMTP connects with a form and a live login test, so a provider nobody built an integration for is still a real inbox here.
Templates with merge variables, organised into groups and permissioned per team, so the answer your best rep writes becomes the answer everybody sends.
Grant a whole template folder to particular roles and teams, so regulated copy stays with the people allowed to send it. Filing is the act of sharing here.
Opens and clicks recorded against the record, with signed link identifiers so the tracking endpoint never trusts a parameter it was handed.
Put a thread out of sight until it matters and schedule a send for the morning, with the parked thread coming back unread so you cannot walk past it.
One signature per connected mailbox, added by the send path to new messages and forwards, so mail from the platform arrives looking like mail from a person.
Book from the conversation, with the invitation, the joining link and the record all created together instead of in three separate tabs afterwards.
Connect Zoom and a booking creates, moves and cancels the meeting for you, with the joining link and passcode riding inside the calendar invitation.
Pick Google Meet on a booking and the calendar write mints the link with the invitation, so everyone on the account gets it rather than finding it in a note.
Connect Teams and a booking makes the meeting through Microsoft's own interface, carrying its joining address into the invitation the guests receive.
Inbound mail attaches to the lead holding any address on it, sender or recipient, matched exactly once lowercased. Two columns, one query, no resemblance.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Email & Calendar
Connect a mailbox and watch it file itself.
Gmail, Outlook, Microsoft 365 or Exchange. We will sync one inbox live and show mail matching to the right lead before anyone opens it.
14-day trial · no card · migration included