Email clients without leaving the client's record
Write from a template or from scratch, send from your own Gmail, and see every email on the client's timeline. When you need to reach everyone, email a whole list at once.
What you get with email
Templates
Save the emails you send again and again, with the client's name filled in for you.
From your own inbox
Emails go out from your Gmail, sit in your Sent folder, and replies come back to you.
Email a whole list
Pick an audience by filters or a hand-picked list. Send from Gmail for client updates, or through the email service for newsletters.
Opens and unsubscribes handled
See who opened it, and anyone who unsubscribes is left out from then on.
Works together with
- Clients & dealsContacts, companies and deals on one record per client that fills itself in.
- ProposalsWrite it on the call, send it before you hang up, see when it's opened and signed.
- ProjectsPhases, tasks and client email, from kickoff to launch, from ready-made templates.
- SupportClient requests from email become tickets, with replies, statuses and history.
- Client CRMsGive every client a small CRM of their own, under your brand.
- Websites & SEOUptime, speed and SEO for every client site, with reports in your brand.