Communication
Email is still where deals get won or lost, but threads scattered across inboxes don't help the team. Ambivo Email syncs with Google and Microsoft so reps send from CRM, see full conversation history on the contact, and never lose context on a handoff.
Customer journey
See how this feature fits into the way your team works — from first step to the outcome that matters.
From synced inbox to tracked thread
See how Ambivo Email keeps every conversation on the customer record instead of scattered across inboxes.
Inbox connected
Connect Gmail or Outlook once — no per-message forwarding or BCC tricks.
Thread synced
Sent and received mail logs automatically to the matching lead or contact.
Sent from CRM
Compose and reply from the deal using templates and merge fields — no tab switching.
Communication logged
Every sent and received message records on the contact's timeline automatically.
Shared visibility
Managers and teammates see full email history on the account, not just one rep's inbox.
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Workflow triggered
Replies and new threads can kick off tasks or follow-up sequences automatically.
Key capabilities
Gmail and Outlook in CRM — every thread on the customer record.
Google & Microsoft sync
Connect Gmail or Outlook — sent and received mail logs to the right lead or contact.
Send from CRM
Compose and reply without leaving the deal — templates and merge fields included.
Shared visibility
Managers and teammates see email history on the account, not just the rep who sent it.
What you can do
- Gmail and Microsoft 365 / Outlook sync
- Email logging on leads, contacts, and deals
- Templates with merge fields
- Open and click tracking on outbound mail
- Workflow triggers on email events
Part of the Ambivo platform
Works with CRM
Lead management, pipeline visibility, and deal closing — without the complexity.
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