Each person connects their own mailbox over IMAP and SMTP. Mail is sent from their address, and what comes in lands on the contacts, companies and deals it belongs to.
What the mailbox does for the work.
The conversation sits on the customer, beside everything else about them.
Mail lands on the right record
Incoming mail is placed on the contact, company or deal it is about.
CRM- You get
- The whole conversation on the customer, in one timeline.
Reply from your own address
Answer from the record, or ask the Agent to reply: it writes from your own address.
See it as a use case- You get
- The reply, sent from you and kept on the record.
- You decide
- Sending asks first, unless you let the Agent send.
Reminders that come from you
Late-payment reminders and follow-ups the Agent drafts go out from your mailbox.
See it as a use case- You get
- One reminder per overdue invoice, from your address.
- You decide
- Sending asks first, unless you let the Agent send.
Each person, their own mailbox.
Nobody is handed someone else's mail: each person connects their own, and the Agent writes only from the mailbox of the person it works for.
Connect your mailbox first.
Start free, connect it in Settings, and see the next email land on its customer.