Email Integration

Keep track of what’s going on across all your accounts by automatically capturing your emails to and from every contact and support case.


You’re Connected

Complete transparency of every email interaction across your team.

Automatic Email Capture

Our two-way email integration creates a history of every interaction with your prospects and customers. Your CRM system automatically captures your incoming and outgoing emails and stores them in your account activities. This gives your team complete transparency of all correspondence, so you can see what’s been followed up and what was said.

The emails are stored in chronological order, with a summary grid where you can select what information to show and store any attached documents.

Email Integration Activity

Everything In One Place

CRM email integration means all your correspondence is stored and viewed in one central hub.

Automatically capture emails to and from your CRM contacts to your activities timeline.

Synchronises in real-time so your team will always see the latest correspondence.

Saves any documents attached to an email to the company account record.

Email integration works with the email client of your choice, including Microsoft Outlook 365 and Gmail.

Integrates with your customer support messages in the Service module.

Automatically create new customer support cases from incoming email.

Team Collaboration

Real-time synchronisation means everyone is up to date, wherever they are.

Real-time Sync

Email integration works across the email accounts of all your CRM users and all your CRM contacts. As it synchronises in real-time, you’ll be able to see all the messages to and from your customers, along with other activities, whether you are in the office or out on the road.

Email Attachments

As well as capturing your emails, the CRM will store any attached documents to the email record. This might be your proposal documents, meeting minutes, quotations or images. The volume of documents stored is determined by your CRM price plan.

How It Works

CRM email integration works by communicating directly with your mail server. As no local software needs to be installed, you can continue to use the email client(s) of your choice. There’s no limit on the number of email addresses you can set up – the system will recognise any address you add.

Case Management Integration

If you are using the CRM Service module, our email integration will automatically capture any emails associated with your support cases. The emails you exchange with a customer in managing their support case will be recorded to the case entry as well as the company’s account.

Incoming emails can also be set up to create new cases, allocating a Case ID, or be mapped to existing cases.

CRM Email Integration for Case Management

Adopting Really Simple Systems has given us a better overview to our contributions to the Aberdeenshire economy. Our project management is much improved as we can easily view the history of long-term projects.

Laurie Scott, VisitAberdeenshire


Seen Enough? Get started.

The best way to see if our CRM is right for you is to try it. Simply register for a free trial and we’ll help get up and running in no time.