Send a polished estimate.
Reuse the language you have already refined and personalize the details for the customer.
Run customer communication from one workspace.
Keep email tracking, customer contacts, shared files, and signed agreements connected to the inbox you use every day.
Everything behind a well-run customer relationship.
Keep estimates, customer replies, shared documents, and signed agreements in one connected workspace.
Bring outstanding replies back into view.
Set a reminder on the estimate and continue the original thread when the response is overdue.
Collect a signature and retain the agreement with the customer’s contact history.
Bring it into your daily work
Connect the inboxes you already use
Pair supported browser installations and provider identities without moving the business to a new mail host.
Save repeatable work
Create shared templates for sales, service, scheduling, onboarding, and payment follow-up.
Organize customers and files
Use contact timelines, lists, notes, tags, attachments, and controlled document links.
Add team structure
Invite members, assign roles, manage seats and billing, and scope analytics visibility.
Capabilities for Small Business
- Shared templates
- Customer CRM
- Team billing
- Document signing
- Campaigns
- Role controls
Bring it into your daily work
Customer quotes
Send a proposal and prepare a follow-up for when the customer has had time to review.
New client details
Collect the documents and information needed to start the job.
Repeat business
Choose a date for a personal client check-in and keep notes from the last conversation.
Small Business FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
No. The product supports Gmail, Outlook/Hotmail/Microsoft 365, and Yahoo browser workflows, with provider-specific capabilities.
Make the next step part of the process.
Choose a follow-up, campaign review, or checklist and configure it for your work. Each template makes its review and completion steps explicit.
Move your next opportunity forward.
One simple email workspace for your business.
