Unified mailbox
Every thread, on the lead.
Two-way email sync with your own domain, and the full history on each lead's timeline.
Two-way email in one inbox
Every sales email, next to the lead it belongs to.
Read and reply from your connected Gmail, Microsoft or SMTP senders without leaving the CRM. Conversations stay on each lead's timeline.
Mailbox
Quantive AIProposal88$64,000
Re: Proposal v2
Nadia Karim
Here's v2 with the phased rollout we discussed.
Ravi Menon
Looks good. Can phase two start in January instead of March?
Before and after
Email next to the deal. Not in another tab.
When sales email lives in personal inboxes, nobody has the full story before a call.
- Answer a lead's replyPersonal inboxcopy into CRM notes
- See what a teammate sentForwardCCask around
- Send from your domainSeparate SMTP toolno history
Shared inbox
One inbox for every sender.
Pick a mailbox, open a thread and reply. Teammates see the same context, so nobody has to ask who answered last.
Two-way sync keeps threads on the lead's timeline, so the full history is there before the next call.
- Gmail, Microsoft and custom SMTP senders
- Inbox sync over the Gmail API or IMAP
- Threads saved on each lead's timeline
Compose to a lead or any address from a connected sender. Your signature is added, and Sent shows what went out from campaigns and teammates alike.
- Compose from any connected sender
- Your email signature on every message
- Sent mail from campaigns and people
Add Gmail with Google sign-in, Microsoft, or any SMTP provider such as Mailgun, SendGrid or Amazon SES. Each sender shows its sending limits.
- Google and Microsoft sign-in
- Custom SMTP with optional IMAP receive
- A default sender for workflow email
Capabilities
One inbox for every sender.
Senders
A mailbox per sender
Switch between connected senders and read every thread in one place.
Sync
On the lead's timeline
Threads save to the lead, so the history is there before the next call.
Compose
Compose from the CRM
Write to a lead or any address, with your signature added.
Connect
Gmail, Microsoft or SMTP
Google or Microsoft sign-in, or SMTP with optional IMAP for replies.
By the numbers
Every thread where the deal is.
- ways to connect
- 3
- Gmail, Microsoft or any SMTP provider.
- timeline per lead
- 1
- Emails, notes and stage changes in one place.
- threads to copy
- 0
- Synced replies save to the lead by themselves.
By team
Who replies from it.
Sales
Reply with the deal in view.
Stage, score and value sit above the thread, so the reply fits where the deal is.
Sales playbook0/4 done
- Open the thread
- Check stage, score and value
- Reply from your own address
- Move the deal if it progressed
What your agent can do
Read and act across the whole workspace.
Connect Claude, ChatGPT, Cursor, Claude Code, Codex or Antigravity. Sign in with OAuth, then find hot leads, preview campaigns and build workflows in plain language, on live CRM data.
- Claude Desktop
- ChatGPT
- Cursor
- Claude Code
- Codex
- Antigravity
/api/v1/mcp · OAuth
Summarize unanswered chats from today
Works with
Email that works with the rest.
Unified Mailbox
Gmail and Google Workspace, Microsoft, and any provider with SMTP, such as Mailgun, SendGrid or Amazon SES.
Yes. Add IMAP details to the sender and its inbox syncs into the Unified Mailbox. Without IMAP, an SMTP sender can only send.
Yes. Messages to and from a lead are saved on its timeline, next to notes and stage changes.
Bring your inbox into the CRM.
Connect a sender and reply to leads without switching tabs.