Problem it solves
Customer email often remains disconnected from CRM records, forcing staff to search separate mailboxes and manually reconstruct conversation history.
Reusable inbound email accounts, message importing and CRM thread linking for customer and lead communications.
Customer email often remains disconnected from CRM records, forcing staff to search separate mailboxes and manually reconstruct conversation history.
Import inbound messages from configured email accounts, group them into threads and link senders to leads, customers or contacts inside the CRM.
Gives staff a more complete communication history, reduces context switching and creates a foundation for automated email workflows.
Smaller reusable behaviours are catalogued separately from full features.
Browse all capabilities →Reusable email templates, signatures, attachments, message IDs and open/link tracking for CRM communications.
Email & Communications Automated Email SequencesConfigurable multi-step email journeys that send reusable templates at defined intervals based on lead or CRM activity.
CRM & Customers Customer & Contact CRM CoreReusable customer, contact and address management for CRM and administration systems.
Scheduling & Booking Calendar & Appointment BookingReusable CRM calendar plus public appointment booking that links scheduled activity back to leads and customers.
Leads & Conversion Lead Management & Conversion PipelineCapture prospects, manage lead status and convert qualified leads into CRM customers and contacts.
Leads & Conversion Landing Page Lead CaptureA reusable lead-generation landing page that can be linked to from any website. It captures enquiries directly into the CRM and can connect the new lead to appointment booking, email sequences and callback journeys.