Professional email integrated into the platform
Complete email client with Google and Outlook sync, open tracking, scheduling and automated sequences. No switching between systems.
Unified email inbox within the platform with tracking and sequences
Email without leaving the platform
Send, receive and track emails directly from the platform. Everything linked to the contact.
Unified Inbox
Receive and send emails directly from the platform. Bi-directional sync with Gmail and Outlook.
Auto Sync
Automatic sync with Google Workspace, Microsoft 365 and IMAP.
Open Tracking
Know when and how many times your email was opened. Real-time notifications.
Scheduling
Schedule emails for the best time. Automatic sending at the ideal moment.
Sequences
Create automated follow-up sequences with configurable conditions and delays.
Templates
Template library with dynamic variables and personalization per investor.
Integrated communication
Every email is an opportunity to strengthen the relationship.
Email Without Leaving the Platform
Send and receive emails directly from the platform. The entire communication history automatically linked to the investor.
- Bi-directional Google/Outlook/IMAP sync
- Emails automatically linked to the investor
- Professional signature with platform variables
- Attachments with download tracking
Follow-up Sequences
Automate email sequences with smart conditions. Stop the sequence when the investor replies.
- Steps with configurable delays
- Stop conditions (reply, open, click)
- A/B subject line testing
- Performance metrics per sequence
