Email now goes out as you, and comes back to the record
Every message the product sent went out from our address with your name buried in Reply-To. Connect your own mailbox and it goes out as you, and the reply comes back, onto the record it belongs to.
14 days free · nothing to install · your data exports whenever you want
What was wrong
Every quotation, invoice and follow-up the product emailed left from our address. Your name appeared as Reply-To and nowhere else. A customer chasing a quotation was answering somebody they had never dealt with, at a domain that was not yours, and your own business never appeared on anything you sent.
Worse than looking wrong: it made the reply unfindable. It arrived in a mailbox nobody in your business watches.
Connecting your mailbox
Settings → My email
Pick your provider (Gmail, Outlook, Zoho or anything else) and the host and port fill themselves in.
Use an app password, not your login one
Gmail and Outlook both refuse an ordinary password from another program. The screen says so, for your provider, with the link to make one.
Press Test
It opens a connection and tells you what came back, in words, before you save. A wrong password is found there rather than by a customer never receiving a quotation.
Send
Every email from a lead, customer or vendor now leaves from your address, with your signature if you set one.
One address for the whole business, if you would rather
Some businesses want everything to leave from sales@ rather than from each person. An administrator can connect one workspace mailbox under Settings, and messages then go out from that address under the name of whoever wrote them, so the customer still sees who they are dealing with. A person who has connected their own mailbox keeps using it.
And where neither is connected, the send is refused with a reason rather than quietly going out from us. A message that left under the wrong name is worse than one that did not leave, because nobody finds out about the first.
Writing one, not only answering
The Send email button on a record was the only way to write a message, which meant knowing who you wanted before you could start. Anybody who lives in their mail works the other way round: open the box and type a name.
Compose sits in the mail panel. Start typing and it offers anybody in the business with an address (lead, customer, company, vendor, contact or employee) and takes an address typed by hand just as happily, because a good half of what a business sends goes to somebody it has no record of yet. Cc and Bcc, a subject, the full writing box, attachments, Send later, and Insert template.
It still lands on the record. Where the address belongs to somebody you have, the message is filed against them exactly as if you had sent it from their page, so a customer’s history does not depend on which screen you happened to start from.
The name list only ever shows you what you are already allowed to see. It asks each part of the business the same question your list pages ask, so a box that suggests names cannot become a way to read out the customers somebody was deliberately not given.
The mail panel
Everything you sent, in one place
The envelope in the top bar opens Inbox, Sent, Failed and Sense. Sent holds every message from every record, searchable, with the record it belongs to named on it.
Failed is its own tab, not a silence
A message the mail server rejected used to disappear. It now sits in Failed with what the server said, and the envelope carries a count, so you find out today rather than next week.
Sense: what the other end did
Every open and every click, newest first, as a list you can read. Which message, which person, which link, not a number on a dashboard.
Scheduled, so you can see what you lined up
Send later used to have nowhere to look. A message could be scheduled and then not exist anywhere you could find it, until it arrived or did not. It reads forwards (next one first) and says when each goes rather than when it was written.
A count that adds up
The envelope shows one number: unread in Inbox, unseen failures, and new activity in Sense, summed. Open the tab and that part of it clears.
Reply from where you are
Open any message and answer it there. The reply is threaded properly (In-Reply-To and References), so it lands in the same conversation in the customer’s mail client, and a copy is written to the lead, customer or vendor it belongs to.
On the record itself
The Emails tab on a lead, customer or vendor shows each message as a two-line preview rather than the whole thing pasted into the feed. Three messages used to fill the screen and none of them could be answered from there.
Beside each one it says what happened to it: 2 opens, 1 click. Press Open and reply and you get the same full view the mail panel uses, with the same Reply. A message reads and answers the same way wherever you opened it from.
About opens and clicks
A click is solid. The link came through us on its way, so it happened, and we can tell you which link and when.
An open is a floor, not a fact, and we would rather say so than hand you a precise-looking number. It is counted by a small image at the foot of the message, so a reader whose mail client blocks images has read it without being counted. In the other direction, Apple’s Mail Privacy Protection fetches that image the moment a message arrives, whether or not anybody looks, so anything that lands within fifteen seconds of sending, and anything from a corporate mail scanner, is recorded and deliberately not counted as a person.
Nobody’s address is stored against an open. We keep a one-way hash, salted per installation, which is enough to tell two readers apart within one message (two opens from two places is a forwarded email) and useless for anything else.
Who can see what
Your mail is yours. Where a workspace mailbox is in use, an administrator decides which people may read what the business sent and received through it, rather than everyone seeing everything by default.
The password you connect with is encrypted with the same vault the payment gateways use, is never sent back to a browser, and does not appear in the audit trail, only the fact that one was set.
And the replies come back
Sending and receiving are two different servers, and until now we only did the first. So a quotation went out, the customer answered, and the answer landed in one person’s Gmail where nobody else in the business could see it. The record showed a question asked and never answered.
Add the incoming server under Settings → My email → Receiving (the same app password opens it, and the box fills itself in if you picked a provider) and replies appear within five minutes, in the mail panel and on the record they answer. There is a Read my mail now button, so you find out in seconds whether you typed it right rather than staring at an empty tab for five minutes wondering.
Leaving it empty is a perfectly good answer. You can still send; replies just stay in your own mail client, as they do today.
All mail, and why it is a separate tab
Mail from people you know goes on their record
A lead, customer, vendor, contact, company or employee whose address matches gets the reply on their timeline, beside the calls and notes.
Everything else goes to All mail, and only there
Newsletters, cold approaches, your accountant: anybody with no record here. It is never filed against a customer.
That is a safety rule, not tidiness
The From line is chosen by whoever sent the message. Anything that filed by address alone would let a stranger write on a customer’s history by typing their address into it. All mail is where that stops.
A reply follows the conversation, not the address
Somebody answering from their phone sends from a different address. We match the thread first, so it still lands on the lead it was about.
A mailbox that has stopped reading says so
With what the mail server actually said. An expired password otherwise looks exactly like a quiet week, and people find out a month later.
What arrives is written by strangers
Worth saying plainly, because it is the part nobody asks about. Anybody on the internet can send you an email, and we then show it inside your CRM. So every incoming message is treated as hostile.
The body is cleaned before it is stored, with the same filter your own composer uses. Script in an email cannot run in a colleague’s session when the feed displays it. That is the sharpest risk in this whole change, and it has nothing to do with attachments.
The attachments are filtered too. Programs are refused outright, and so are HTML and SVG files, which are not programs but run script in a browser. Everything is capped (how many messages one read will take, how large a message may be, how large and how many attachments) because a single enormous message filling the disk is the easiest attack there is and needs no cleverness at all. The sender’s own filename is never used as a path.
And a first connection reads the last twenty messages, not nine years of your mailbox.
Also in this release
The link button, which mostly did nothing
It asked through the browser’s own prompt box, and a prompt takes the focus, which threw away the text you had selected, so there was nothing left to apply the address to and no link was made. Nothing said so. It is a proper dialog now, with a field for the address and one for the words to show, so a link can be made with the cursor sitting in empty space rather than only over selected text.
A link that was made was often dead
Typed the way people type one (kamaltraders.in), it was stored exactly as written, which is a relative address. A web page resolves that against the current page; an email has no current page, so the link resolved against nothing, in a message already sent to a customer. A bare domain now becomes https://, an email address becomes a mailto: link, and there is an Unlink button beside it.
A reply can carry a file
Attach, on a reply, for the revised drawing and the signed copy. It works on a message from somebody who is not in your database too, which has no record to keep a file on.
Or wait until Monday morning
Send later on a reply, the same as on a first message. Which is where it is wanted most, at eleven at night.
A scheduled message went out from the wrong address
Not new, and it took adding Send later to a reply to find it. The worker that sends a delayed message kept six fields of it and dropped the rest, including which mailbox it was meant to go through. So a message sent now left from your address and the same message sent in an hour left from ours, while the record said yours either way. Its attachments were dropped too, and a scheduled reply arrived as a new conversation rather than an answer. The immediate case being right is exactly what stopped anybody noticing the delayed one was wrong.
And it stayed “queued” for ever
A scheduled message was written down as waiting and nothing ever moved it, however it went, so the panel showed one still waiting days after it had arrived, and a refusal was never seen at all.
What is still to come
Connecting Gmail and Outlook with a single sign-in, instead of an app password. The product is already built for it.
And letting a workspace decide who may read whose correspondence. Today every mailbox is private to the person who connected it, which is the answer that cannot be wrong while the setting does not exist.
Does this affect anything you already have?
Nothing is lost and nothing needs correcting. Messages sent before this keep their words on the record they belong to; they have no stored copy behind them, so they show no Open and reply and no open or click count. There was nothing to record at the time.
The one thing to do: connect a mailbox before you next send. Until one is connected (yours or the workspace’s), sending is refused with a message telling you where to go, rather than leaving from our address as it used to.
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Start with what you need. Grow into the rest.
Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.
CRM + Sales Documents
Leads, customers and deals, with quotations and GST invoices
Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹234.82 / user / month incl. GST
- Leads, customers, companies and deals
- Quotations, sales orders and GST invoices
- Your own mailbox, with replies filed against the record
- Reports, dashboards and exports
- Documents, folders and sharing
- Exhibitions: visiting card scanning, and what each fair earned
- Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
- CRM
- Sales documents
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
CRM + Sales Documents + Subscriptions + Warranty
For a business that bills on a cycle and stands behind what it sells
Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹470.82 / user / month incl. GST
- Everything in CRM + Sales Documents
- Recurring billing, plans, add-ons and coupons
- Warranty registration and claims
- Items and stock, which warranty is held against
- Recurring revenue reporting
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
- CRM
- Sales documents
- Subscriptions
- Warranty
- Inventory
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
Full Suite
Every module, switched on
Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹706.82 / user / month incl. GST
- Every module in the product
- Procurement, Inventory, Manufacturing and Quality
- Books, GST returns, TDS and payroll
- Projects, timesheets and billing
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
- CRM
- Subscriptions
- Sales documents
- Vendors
- Procurement
- Inventory
- Manufacturing
- Quality
- Books
- Accountant
- Projects
- Warranty
- Documents
- Notifications
- Reports & analytics
- Settings
- Point of sale
- Exhibitions
- Channel Partners
- Cross-sell
- Targets & Commission
5 GB storage per workspace (organisation)
Only want this one module?
Individual modules are sold on their own alongside the plans. See every module’s price.
What about storage?
A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.
Annual or monthly?
Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.