Communication
Email is still where deals get won or lost, and threads scattered across inboxes do not help the team. Reps send from their own Gmail or Outlook inside the CRM, and read the thread on the contact.
Customer journey
See how this fits the way your team works, from the first step to the result.
From your own inbox to the contact record
See how Ambivo Email keeps every conversation on the customer record instead of scattered across inboxes.
Inbox connected
Connect Gmail or Outlook once, and every message logs itself.
Thread synced
Sent and received mail logs automatically to the matching lead or contact.
Sent from CRM
Write and reply from the deal, using templates and merge fields.
Communication logged
Email you send from a contact record records on that contact.
Shared visibility
Managers and teammates see the full email history on the account, across every rep.
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Workflow triggered
A workflow can read your inbox on a schedule and create tasks from new mail.
Key capabilities
Gmail and Outlook in CRM, with every thread on the customer record.
Google & Microsoft sync
Connect Gmail or Outlook. Email you send from a contact record is logged on that contact.
Send from CRM
Write and reply without leaving the deal. Templates and merge fields are 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 mailboxes
- 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, made simple.
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