Sales Inbox
Connect a configured Microsoft 365 or IMAP mailbox. User mailboxes remain separate from the system sending service.
File useful email
Attach relevant mailbox conversations to CRM records so customer history is available in the right context.
Campaigns
Organise audiences and campaign activity. Sending requires an appropriately configured system email service and responsible consent handling.
Web forms
Publish CRM forms on a website to capture enquiries. Forms support ownership, notification and a configured thank-you redirect.