Growth plan and above
Every client email, filed where it belongs
Stop searching inboxes. Copy a private address on an email, or connect Outlook, and the conversation appears on the right client or lead.
BCC one address and you are done
Every company has its own private address. Copy it on an email to a client and the message is matched by email address and filed on their page. It works from any email program, with nothing to install.
- A private address for your company
- Matched to the right client or lead automatically
- Shown on the client page with the rest of their history
- Works with any email program
Connect Outlook on Scale
On the Scale plan, staff can connect Outlook or Microsoft 365 and have conversations with clients and leads filed automatically. The connection is read-only, so Sales Base can file mail but never send or change it.
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.