Business email software for small businessesMail · your team’s email
Every customer email, filed with the customer, for anyone who needs it.
Each message is filed with the customer, job, or invoice it’s about, so anyone on the team can pick up the conversation.Each message lands with the customer, job, or invoice it’s about, so anyone can pick up the thread.Messages are filed against the customer, job, or invoice by themselves, visible to whoever has access. Vision Intelligence, the built-in assistant, drafts the reply with the right amount and date in it, and you press send. Vision Intelligence, the built-in assistant, drafts replies with the right amount and date in them, and you press send. Vision Intelligence, the built-in assistant, drafts replies from live data, and a person always sends.
Included with Vision, along with every other app.$99 a month.
Demo: an email from Corliss Building arrives in Dana’s inbox, roof access is fine from 8, and files itself with the customer, Corliss Building, and the rooftop job. Filed, and the whole team can find it on the customer.
01What you get
Email your whole team can pick up.
A conversation that lives in one person’s inbox leaves with them. Here it stays with the customer, for whoever picks up the call.Customer threads stuck in one person’s inbox get lost when they’re out. Here every message sits with the customer, for anyone on the team.Threads in personal mailboxes are invisible to the team. Here each message is filed to the customer, visible by access.
- Every message tied to a customer, job, or invoice
- Nothing lost when someone leaves
- Folders and a clean message list
- Drafts with the right amount and date
- Never sent without you
- Search by customer or job
- Messages on the customer’s page
- Private mail stays private
- A history of what went out
02See it in action
Every email lands on the right customer, by itself.
The Corliss Building, a customer of Tallisbrook, a made-up heating company, emails about getting onto the roof on Thursday. The message files itself with that customer and the job.The Corliss Building, a customer of Tallisbrook, a made-up heating company, emails about roof access on Thursday. It lands with that customer and the job by itself, so nobody forwards it around.The Corliss Building, a customer of Tallisbrook, a made-up contractor, emails about Thursday’s roof access. The message is filed to the customer and the job on arrival.
Demo: a calm Mail inbox. A new message arrives from the Corliss Building: Roof access Thursday. It files itself with the customer, Corliss Building, and the job, the rooftop unit, and shows Filed. The Corliss Building record now has 13 emails. Your part: nothing. It filed itself.
Inbox
Your part: nothing. It filed itself.
03On its own, or with the rest
Start with Mail alone. Add more when you’re ready.
On its own
Everything your team’s email needs, built in.
Folders, a reader, a composer, and search. It’s all there from day one. Use only what you need.Full team email, with nothing to connect first. Use only what you need.Folders, reader, composer, and search, standalone, from day one.
With the other apps
Email filed where it belongs.
Use CRM too, and the thread joins the customer. With Accounting, the reminder is filed with the invoice. With Projects, it sits on the job.With CRM, Accounting, and Projects, each thread already sits on the customer, the invoice, or the job. Nothing is forwarded around.With CRM, Accounting, and Projects, threads are filed to the customer, invoice, or job record.
04Questions
Your Mail questions, answered.
How does Mail know which customer a message is about?
Each message is tied to a customer, job, or invoice, so you can open the email from the customer, or the customer from the email.
Does Vision Intelligence send email on its own?
Never on its own. It writes the reply and you press send, so every email that goes out is one you’ve seen.
Does Mail cost extra?
No. It’s included with Vision, along with every other app. $99 a month.
Included with Vision, along with every other app.
$99a month.
Founding price for the first 100 businesses.