Connect your existing mailbox: Gmail, Outlook, Microsoft 365, or any standard IMAP/SMTP provider. Every email sends and syncs straight against the right CRM record.

Send an email straight from a lead or deal and it is automatically threaded and logged as an activity — no switching tabs, no manual BCC-to-CRM tricks.
Turn inbound emails into records automatically with AI — for example, parsing insurance-offer replies straight into a quotes module without anyone re-typing them.
Full feature list
Any IMAP/SMTP mailbox | Connect Gmail, Outlook, or any standard IMAP/SMTP provider, with the connection verified before saving and separate send-test support. |
Microsoft 365 sign-in | Connect Microsoft 365 with OAuth — no app passwords — with your address and display name detected automatically. |
Multiple accounts | Each user connects as many mailboxes as they need, each scoped to its owner. |
Folder & message sync | Folders discovered and classified automatically with unread counts, and messages pulled incrementally in batches. |
Three-column reading view | Accounts, message list, and reading pane side by side, with filters, pagination, and safely sanitized HTML rendering. |
Message actions | Mark read or unread, star, move between folders, and delete. |
Compose, reply, forward | Full compose with attachments and drafts — including composing straight from the CRM record you are on. |
Templates with merge fields | Reusable templates per module with merge tokens that resolve from the record — including fields on linked parent records. |
Automatic record linking | Emails link themselves to leads and contacts by matching addresses during sync and send — plus manual link and unlink, and a per-record email view. |
Inbound parse rules | Turn matching inbound emails into CRM records automatically with an extraction spec and field map — no re-typing. |
AI attachment analysis | AI reads a record’s attached PDFs, Word, Excel, and images, produces a summary card, opens a follow-up chat, and suggests field values it found. |
Email-to-ticket | Any mailbox can turn inbound customer emails into support tickets — see the Support application. |
Start your free trial today, or talk to our team about a tailored plan.