Automatic history
Keep sent and received conversation context together.
Keep every relationship in context.
Bring contacts, conversation history, shared files, and follow-ups together. Find what matters before you write the next email.
Know the person behind the thread.
Organize your contacts with lists, notes, and tags. Keep recent activity close to the relationship, and use your audience directly in personalized outreach.
Contact organization
Search, tag, sort, and build working lists.
Files beside people
Find the attachment you remember without remembering the thread.
Keep the people in an account connected.
Organize contacts with company details, tags, and lists so related conversations stay easy to find.
Turn an organized list into useful outreach.
Select a relevant audience from your contacts and carry it into personalized email.
Add contact notes and review the conversation timeline before choosing your next step.
From setup to your next result
Bring in your contacts
Import your audience or add the people you work with.
Organize relationships
Create lists, add notes, and apply tags that fit your work.
Review the context
See recent conversations and activity before reaching out.
Take the next step
Use a contact list for outreach or return to the related email and files.
Capabilities for CRM for Email
- Contact timelines
- Notes and tags
- Mailing lists
- Attachment index
- Favorites
- Suppression status
Practical ways to use it
Remember the whole account
Open a contact and see the conversation and asset history without searching several dashboards.
Create working lists
Group customers, candidates, partners, or prospects for responsible individualized outreach.
Find the file, not the thread
Use the attachment and shared-file index when you remember the document but not the subject line.
CRM for Email FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
No. Connected mailbox history can populate contact relationships automatically, and CSV import or manual entry can add records that are not yet in mail history.
Give each relationship a next step.
Use the conversation history to prepare a useful follow-up at the right time.
Get more from your next email.
Keep contacts and conversations together.
