Stop Searching Emails. Start Building Relationships.

Save Contacts to CRM with One Click

When viewing any email in Gmail or Outlook, Email Manager instantly shows you whether the sender is currently a Contact in your CRM system. If they're not, add them with a single click—no form filling, no switching applications.

Key benefits:

• Instant contact recognition right in your inbox
• One-click save to CRM without switching applications
• Automatic data capture including name, email, and organization
• Works whether you're logged into CRM or not
• Perfect for mining old emails for valuable relationships

A good contact who will read your emails has exponentially more value than sending mass emails to strangers.

Attach Emails to CRM Records Automatically

Stop losing track of important customer conversations. Attach any email to the corresponding Contact record in your CRM with one click, creating a complete communication history that your entire team can access.

This creates powerful advantages:

• Build complete customer communication histories automatically
• Never search for the same email twice
• Share critical customer conversations with your team instantly
• Maintain written records of what was discussed and agreed to
• Create audit trails for compliance and quality assurance