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Built-in email

Your emails, finally filed in the right place.

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comms.mail

What you gain

Conversations with your customers live in individual inboxes and vanish the moment a colleague is off. Built-in email connects your existing mailboxes to the tool: every email sent or received is filed automatically on the right customer, quote or order.

  1. 01 A shared history Every exchange visible to the people who are allowed to see it.
  2. 02 Less copy-and-paste Send quotes and invoices straight from the tool.
  3. 03 Consistent messages Templates and signatures shared across the team.
  4. 04 Keep your mailboxes You keep your current email, fully synchronised.

Features

Built-in email

01
Your mailboxes, connected

Your habits stay exactly as they are.

Connect your Microsoft 365 or Gmail accounts, or any IMAP mailbox. Emails sync both ways: whatever you send from the tool shows up in your sent items.

What it enables

  • Secure connection (OAuth) or IMAP / SMTP
  • Personal and shared mailboxes
  • Access rights per mailbox and per user
  • Automatic folder synchronisation
02
Automatic filing

Every email in its place.

Emails are linked to the right customer, project, quote or order, based on the sender's address and the references detected. Conversation threads are rebuilt.

What it enables

  • Filing by contact and by reference
  • Grouped conversation threads
  • Attachments saved to documents
  • One-click manual filing
03
Templates and signatures

One shared tone, fast messages.

Create templates for every situation (sending a quote, confirming a deposit, a reminder) with the project's fields filled in automatically. Every user has their own signature.

What it enables

  • Templates with dynamic fields
  • Fixed or generated attachments
  • Predefined CC and BCC
  • Signatures per user
04
Reliable, tracked sending

You know what went out, and what was read.

Emails go through a sending queue that handles provider limits and retries. Optional open tracking tells you when a message has been read.

What it enables

  • Sending queue with retries
  • Optional open tracking
  • Sending log
  • Controlled bulk sending
05
A unified inbox

The whole team, one view.

One view brings together the unhandled messages from every mailbox you can access. Search by customer, project or keyword, with the full history on the record.

What it enables

  • Unified multi-account view
  • Search by customer or reference
  • Read / handled status
  • Assign a message to a colleague

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Shared mailboxes (info@, accounts@), personal mailboxes, filing rules, message templates for every stage of your process: we set up email around your organisation and everyone's access rights.

Integrations available

Compatible with the tools you already use.

Email providers
  • Microsoft 365
  • Outlook / Exchange
  • Gmail / Google Workspace
  • IMAP / SMTP
Transactional sending
  • Brevo
  • Dedicated SMTP
Documents
  • PDF
  • OneDrive / SharePoint
  • Google Drive

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.contactsCustomers & contactsEverything you know about your customers, in one place. crm.quotesQuotes & sales proposalsPolished proposals, sent in minutes. erp.billingInvoicingAccurate invoices, sent on time, paid faster.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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