Features built for teams

Everything you need to run inbox, CRM, and support — without leaving Gmail or Outlook.

Gmail & Outlook Integration

Connect your existing inboxes via OAuth in one click. We sync the last 3 months of email history automatically. No forwarding rules or complex setup required.

  • Gmail OAuth 2.0
  • Microsoft Outlook / Exchange
  • 3-month backfill on connect
  • Real-time push notifications
Shared Inbox
A

Alice Johnson

Re: Q4 proposal follow-up

Lead2m
B

Bob Martinez

Support: Login issue #4821

Ticket14m
C

Clara Lee

Partnership inquiry — APAC

Lead1h
D

David Kim

Invoice #2049 — overdue reminder

Alert3h

Automation Rules Engine

Build powerful IF/THEN rules using email headers (from, subject, labels). Header rules run instantly without fetching the body. Hybrid rules combine label triggers with body parsing.

  • AND/OR logic conditions
  • Header rules (instant)
  • Body-parsing rules (Tier 2)
  • Auto-assign, auto-tag, auto-route

Automation Rule

IF

Subjectcontains"support"
ANDLabelis"inbox"

THEN

Create ticket
Assign to Support team
Tag as "needs-reply"

CRM & Pipeline

Track deals from first contact to close. Every email thread is linked to a contact and opportunity automatically. Never lose context across your team.

  • Visual kanban pipeline
  • Contact timeline from email
  • Opportunity stages & values
  • Activity logging (calls, WhatsApp, meetings)

Pipeline

New

Acme Corp

via email

TechFlow

via email

In Talk

NovaSoft

via email

Won

DataBridge

via email

PeakLabs

via email

Helpdesk & Tickets

Thread-based ticketing that lives inside your inbox. Assign tickets, add internal notes, track status, and respond — all without switching apps.

  • Thread-based tickets
  • Internal notes & mentions
  • Status tracking (open/pending/resolved)
  • Reply history & audit log

Tickets

#4821Open

Cannot log in to dashboard

Sara

2h

#4820Pending

Export to CSV not working

Mike

5h

#4818Resolved

Billing invoice question

Sara

1d

Reports & Analytics

Understand team performance, email volume, resolution times, and pipeline health at a glance. Export reports or schedule digests.

  • Email activity by type/sender
  • Ticket resolution time
  • Pipeline conversion rates
  • User performance scorecards

This Week

Emails processed

1,248

+12%

Tickets resolved

94

+8%

Avg. response time

1.4h

-18%

Pipeline value

$48k

+22%

Email volume — last 7 days

Privacy by Design

We never permanently store email body content. Only metadata, labels, and extracted insights are persisted. Your data stays yours.

  • No permanent body storage
  • Metadata-only persistence
  • OAuth scopes — read only by default
  • GDPR-aligned architecture

Data handling

Email body content

Processed, never saved

Sender / recipient

Metadata only

Subject line

Metadata only

Labels & categories

Used for rules

Attachments

Never accessed

OAuth tokens

Encrypted at rest

Everything your team needs

One platform for inbox, CRM, and support — powered by Gmail and Outlook.

Shared Inbox

Gmail and Outlook emails in one place. Assign, tag, and action without forwarding.

Auto Classification

Label-based rules turn emails into tickets or leads instantly — no body parsing required.

CRM Pipeline

Track opportunities from new to won. Full contact history from email threads.

Helpdesk Tickets

Thread-based tickets with internal notes, status tracking, and reply history.

Automation Rules

Build IF/THEN rules with AND/OR logic. Header rules run instantly. Hybrid rules on body fetch.

Reports & Analytics

Team performance, pipeline health, ticket resolution time — all in one dashboard.

Privacy First

Email body never stored permanently. Only metadata, labels, and extracted insights.

Activity Logging

Log calls, WhatsApp, and meetings directly on tickets and opportunities.

Ready to get started?

Contact your partner for access, or become a partner yourself.