Connect Gmail and file every thread against the record it belongs to.
A CRM that knows nothing about your inbox asks you to retype what you already wrote. Connecting Gmail files each thread against the contact or account it belongs to, so the account history is simply there, without anyone maintaining it by hand. The six guides below cover what the sync does and does not touch, which matters more than it sounds, walk through connecting an account, explain what open tracking counts, and show how to reuse an email as a template, schedule it for later and add a signature.
Email in Syncek
What connecting your mailbox does, and what your team can see once the conversation is on the record.
Connect Gmail
Connect your Google mailbox, control what gets filed, and pause or disconnect it whenever you want.
Email open tracking
How Syncek counts opens on the email you send from it, where the count shows, and how to turn tracking off.
Email templates
Save an email you send often as a template, fill it with a record's values, and load it into a new email in one click.
Scheduling email and drafts
Schedule an email to go out later, change or cancel it while it waits, and find the drafts Syncek keeps while you write.
Email signatures
Set up signatures for a connected mailbox, pick the default, and add or swap one while you write an email in Syncek.