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Email and telephony

Every email and call is visible on the customer record — including the ones a colleague handled.

Part of the chain

  • Capture
  • Sell
  • Deliver
  • Get paid

The system includes a full email client: Microsoft 365 and Gmail over OAuth, IMAP or SMTP for any other mailbox. Emails attach themselves to the customer, deal, invoice or ticket, and full-text search finds them across the whole mailbox. When the phone rings, a call card with the customer and their history opens on screen before you pick up.

What it covers

  • Microsoft 365 and Gmail over OAuth, or IMAP / SMTP for any mailbox
  • Personal and shared mailboxes, threads, drafts, scheduled sending
  • Emails attach themselves to the customer, deal, invoice or ticket
  • Full-text search across the whole mailbox
  • Email templates with variables from the CRM, signatures and open tracking
  • Auto-reply with loop protection and a daily limit
  • VoIP telephony: a live incoming call card and a call log
  • SMS — single, bulk, and as a second login factor
  • Notifications to the browser, the mobile app and Microsoft Teams

What it connects to

The connectors that change the most for this area. Each one is switched on in the settings.

Microsoft 365 Email, calendar, files and in-browser document editing — over a single OAuth connection. Google Workspace Two-way Gmail and Google Calendar sync over OAuth, with a status page. SMS: TCG Telecom and SMSAPI Single and bulk SMS with templates, scheduled reminders and SMS as a second login factor.
All integrations

FAQ

Questions about this area

Did not find your answer? Ask us

Do we have to give up our email client?

No. The sync is two-way: an email sent from Outlook or Gmail shows up in the system, and one sent from the system shows up in your mailbox.

Which telephony does this work with?

With Tele2, Bitė and Peoplefone. The experience in the system is the same whichever operator you use: the call card, the log and the statistics all look alike.

Can we make calls from the system?

Yes, wherever the provider allows it — the number on the customer record becomes a button.

What happens when mailbox access expires?

The system notifies the mailbox owner and shows a banner above the mail. A sync that quietly stopped working is worse than one that is visibly down.

Other areas

Customers and contacts You type in the name and the company details fill themselves in. Before the deal you can see whether the partner is reliable. Company database Before you call you can see whether the company is growing or shrinking — not just how many people it employs today. Shared inbox The customer wrote on Messenger and a colleague replied by email — the history is still one thread, and nobody answers twice. Marketing and subscribers In a GDPR audit you show not a list but proof: when, from where and with exactly what wording the person consented.
All features

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