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Base set

E-Mail

A mailbox inside the CRM. Letters from a customer attach to their card, so the correspondence does not disappear into a manager's personal inbox.

What it does

Connect over IMAP/SMTP — Gmail, Outlook, your own server
Incoming mail syncs every few minutes
Reply straight from the lead card
Letter templates and the company signature
Letters are kept in the customer's history

How it looks

E-Mail

A mailbox inside the CRM — correspondence attaches to the customer

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