E-mail from the client record and an activity calendar
Send one-to-one e-mails straight from the contact, lead or quote record, and every message is logged on the timeline. The team's calls, meetings and tasks sit in a shared activity calendar.
E-mail and schedule, connected to the CRM
One-to-one e-mail from the record
Write and send the e-mail from the CRM, without copying the address or history into another program.
Logged on the timeline
Every e-mail sent appears as an activity on the client record, visible to the team.
Activity calendar
Scheduled meetings, calls and tasks appear in an internal calendar, by day and by week.
Activity inbox
Each user sees in one list the activities due today or overdue.
Reps no longer copy conversations into the CRM: the e-mail is sent from the record and stays logged there, and planned activities show up in the calendar. Whoever takes over the client sees what was said and what comes next.
Frequently asked questions about e-mail and calendar
Send e-mails and plan activities from one place
Open a client record and send your first e-mail straight from the CRM.