Send, receive, and track emails from inside the CRM — with AI-assisted drafting.
Email remains the primary channel for B2B proposals, follow-ups, and formal communications in India. The problem is that email sent from personal Gmail or Outlook accounts is invisible to the CRM — managers can't see what's been sent, reps can't see colleagues' email threads, and there's no way to know if a prospect actually opened the proposal. CRM email integration brings all of this visibility into the deal record where the whole team can see it.
The engagement tracking aspect is particularly high-value. Knowing the exact moment a prospect opens your proposal email — and calling them while they're actively reviewing it — is one of the highest-converting sales tactics available. Yet most Indian sales teams have no idea when their emails are read. CRM email integration makes this signal available in real time, directly on the rep's screen.
Two-Way Email Sync
Send emails from the CRM and receive replies back — with the full thread stored on the contact record.
Email Open & Click Tracking
See when a prospect opens your email, clicks a link, or views an attachment — and get a real-time desktop notification.
AI Email Drafting
One-click email drafts personalised from contact data, deal stage, and conversation history.
Template Library
Build a shared library of email templates with dynamic fields for personalisation. Reps pick templates and send in seconds.
Sequences
Enrol contacts in multi-step email sequences that send automatically based on time delays or engagement triggers.
IT services company tracking multi-stakeholder proposal engagement
A Gurgaon IT services firm was sending RFP responses by email and following up on a fixed schedule regardless of engagement. After enabling email tracking, they discovered that their proposals were typically forwarded to 3–4 stakeholders before a decision. Now, when the CTO opens the proposal for the 4th time in 2 days, the rep receives a notification and calls within the hour. Average time from proposal submission to decision shortened by 11 days.