Introducing Email Integration: Every Client Email, Automatically Logged to CrmLeaf
Across the last few rounds of customer conversations, one gap came up more than any other: the CRM knows about a Deal, the Client record knows about a Project, but the actual conversation – the emails where pricing gets negotiated, delivery dates get promised, and complaints get raised – lives somewhere else entirely, usually in one person’s inbox.
Today we’re closing that gap. Email Integration connects Gmail or Outlook to CrmLeaf and keeps every relevant thread in sync automatically, in both directions.
Why we built this
The pattern showed up in almost every customer flow we mapped, and it wasn’t specific to one industry. A solar EPC firm, a construction company, and an IT services shop all described the identical gap: a rep emails a client, the client replies, and a second rep – or a manager, or someone covering while the first rep is on leave – has no idea any of it happened unless it was manually copy-pasted into a note. The channel changes (email instead of a call), but the outcome is the same everywhere: institutional knowledge that lives in one inbox instead of in the system of record.
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