Find the right people
Identify senders and people mentioned in a message so the workflow starts with the most useful context.
All applications
Email with context
Ops Inbox Sync
Move from an email conversation to an accurate customer record without losing the thread.
The purpose
Bridge the gap between the inbox and the customer record while keeping the person doing the work in control.
Confirm before changing
Review proposed contact updates before they are applied, reducing accidental changes and duplicate information.
Keep the conversation useful
Add notes, tags and internal email records so the next person can understand what happened without searching the inbox.
Core capabilities
Everything needed.
Nothing in the way.
- Sender and mentioned-person matching
- Confirmation-led contact creation and updates
- Internal notes and email records
- Tagging within the same workflow
- Continuation from Outlook or Gmail
- Scoped access and deliberately bounded actions
A good fit for
Built for teams that value clarity.
- Customer-facing teams working primarily from email
- Operations teams maintaining shared customer records
- Businesses reducing manual email-to-record updates
- Teams that want automation with clear confirmation points
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