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area:integrationsThird-party integrations and external servicesThird-party integrations and external services
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Description
Overview
Integrate email capabilities directly into Relaticle for seamless communication tracking.
Features
- IMAP/SMTP integration
- Email templates
- Send emails from within CRM
- Track email opens and clicks
- Attach emails to records (People, Companies, Opportunities)
- Email sync and history
Success Criteria
- Email account connection (IMAP/SMTP)
- Send emails from CRM
- Email templates with variables
- Email tracking
- Associate emails with records
- Email history view
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area:integrationsThird-party integrations and external servicesThird-party integrations and external services
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Todo