Inbox matched to your orders.
An email from a client is matched straight to their order. The whole team sees the communication history without having to forward threads.
What people match up most often.
Connect your company inbox and emails get matched to records automatically, by sender.
Client reply on an orderA client's reply gets automatically matched to the order it belongs to.
Email templateA template with fields from the record saves you retyping the same text over and over.
History for the whole teamThe communication history is visible to anyone with access to the order.
Where it fits
Try email connected to an order.
Send a demo email from an order and see how it stays matched to the record for the whole team.
- Demo data — no risk to yours
- Tweak anything that doesn't fit