Turn Interactions Into Intelligence

Capture relevant emails, contacts, and calendar data in your CRM to build a complete view of your customer, manage compliance, and empower your AI tools. 

• Configure data policies to meet unique enterprise requirements 

• Bi-directional sync of your inbox, calendar, and CRM 

• Sync to custom CRM objects 

• Manage complex objects like recurring events 

View and update CRM data from inside your inbox to access client intelligence without switching tools: 

• AI assistant to automatically suggest, update, and create new CRM records 

• Access insights directly from your inbox 

• Create and update records with the click of a button 

• Enrich CRM records with contextual data from your email or calendar to relevant records 

Share real-time advisor availability and automate scheduling to improve customer experience. 

• Real-time availability in automated booking experience 

• Round-robin style booking supported for team management 

• Personalized booking sites for users 

• Configurable meeting types, descriptions, and timings 

Engage clients are scale with personalized, proven emails to drive business results. 

• Share top-performing templates with advisors for effective outreach 

• Build and send client emails at scale in minutes 

• Automatically build contact lists from filtered contacts in the CRM 

• Monitor performance for performance optimization