Connected mailboxes, the email client and signatures.
1.Connect Gmail or Outlook
Connect your Gmail or Outlook mailbox so emails with your leads and contacts appear in the CRM, and the emails you send come from your own address.
2.The email client
Find and read your emails inside the CRM, see each email next to the lead or contact it belongs to, and link emails to records.
3.Write and reply to emails
Write a new email, reply or forward, see which address it comes from, and turn an email into a task, call or meeting.
4.Smart Reply and email sentiment
Let the CRM suggest replies to customer emails, and see at a glance whether each email sounds positive or negative and what the customer wants.
5.Email signatures
Create email signatures with your name, role and contact details, choose a default, and have it added to every email you write in the CRM.