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Gmail and Microsoft 365Shared inboxes for the teamStatements read on arrival

Every email, filed to
the record it is about.

Connect Gmail or Microsoft 365 and the thread lands on the customer, the deal, the file. The team works one inbox; the record keeps the history. A statement that arrives by email is read by the desk before anyone opens it.

Open MailSet it up for my team

Your provider stays your provider. Nothing moves out of Gmail or Microsoft 365.

Fig. 1 — The inbox. The thread from Mike Alvarez carried three PDFs; the desk read them a minute after they arrived, and the figures were on the record before anyone opened the mail.
What is in it

An inbox that knows who is writing.

Gmail and Microsoft 365Connect the accounts your team already has. Threads sync both ways; nothing moves out of your provider.
Filed to the recordA sender who is a customer, a deal, a file: the thread lands there, and the record shows every message with its attachments.
Shared inboxesdeals@, support@, subs@: one inbox the team works together, with who is on what visible to everyone.
Texts and calls beside itA text or a call from the same row, on your own numbers, logged in the same history as the email.
Statements read on arrivalA PDF statement forwarded to the intake address is filed onto its deal and read by the underwriting desk before you open it.
Automations on mailAn inbound email is a trigger: tag it, create the record, assign the rep, reply with a template, start a sequence.
How it fits

Mail is a view of the CRM, not another silo.

The same record, the same team, the same permissions. A rep who may not see a field in the grid does not see it in the thread either. Open Mail and you are in the workspace, on the inbox page; open the CRM and the same thread is on the record.

  • Same sign-in as CRM and Underwriting
  • Roles and permissions enforced on mail too
  • Search across mail, records and files
  • Set up with the CRM, for the team
01ConnectGmail or Microsoft 365, per person or shared. Minutes.
02MatchSenders are matched to records; new ones can become records on the spot.
03WorkReply, assign, text, call, automate; the record keeps all of it.
Also in Communicate

Mail filed to the record, and what fires when it lands.

AutomationsFire on a cell, a form, a text or an email; wait, branch, act on the row that started it.in the CRM
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Questions
Do you host our email?
No. Mail connects to the Gmail or Microsoft 365 accounts you already have and syncs the threads; your provider stays your provider.
Can I use Mail without the CRM?
Mail files email to records, so it comes with a workspace. The workspace can be as small as the tables Mail needs.
How is it priced?
As part of the workspace built for your team, quoted per team. Seats are free.

Your inbox,
on the record.

Tell us about the team and the accounts, and Mail is set up with the CRM.

Set it up for my teamOpen Mail