Your agency has conversations happening everywhere—Gmail, Outlook, various team inboxes, and messages scattered between producers, account managers, and CSRs. Inbox sync brings all of it together inside ClientCircle, giving you one clean, organized place to see every email tied to every prospect or client.
It’s simple, seamless and built to help your team communicate better without changing the way you already work.
Keep every conversation in one place
Inbox sync connects your Gmail or Outlook accounts directly to ClientCircle and automatically ties emails to the right contacts and accounts. When someone on your team sends or receives an email, that message shows up right inside the client’s record. No more guessing. No more digging. No more “what did we last send them?” while someone is out of the office.
Your team gets the full story, instantly.
Know exactly what’s been sent and received
Whether a CSR follows up on a billing question or a producer reaches out about a new quote, every message shows up where it belongs. You can open any account and see a complete history of communication across your team. Sent messages, replies, status updates—everything is automatically collected and displayed in one unified timeline.
It’s full transparency and full context every time you open a record.
Send email the smart way
Email reputation matters, especially in insurance. Inbox sync helps you send the right email through the right channel. Marketing messages, cross-sell emails and bulk communications will continue to send through ClientCircle, where deliverability at scale is strongest. Personal, one-to-one emails flip over to your connected Gmail or Outlook account so they land in inboxes just like a message you typed yourself.
It’s the best of both worlds—high-volume email that protects your sending reputation and personal messages that feel genuine and get opened.
Switch seamlessly between systems
Once your inbox is connected, sending an email from inside ClientCircle is effortless. Draft your message, send it and it will appear in your Gmail or Outlook sent folder exactly as if you wrote it there. Reply from your regular inbox or reply inside ClientCircle—either way, the full thread is instantly synced.
No switching tabs. No copying and pasting. No losing track of conversations.
Give your team the visibility they’ve always needed
Because multiple team members can sync their inboxes, ClientCircle becomes the shared source of truth for communication. If someone is out, on vacation or tied up in a meeting, anyone else can step in and see the full conversation history with a client. Every follow-up becomes easier. Every handoff becomes smoother.
Prepare for even more powerful workflows
Inbox sync also unlocks new possibilities across ClientCircle. You’ll see survey replies tied back to inbox messages, conversations synced into tasks and more context added to your sales and service pipelines. As more automated workflows roll out, your synced email activity will help drive better timing, better insights and better results.
This is the foundation for a more connected, more complete CRM experience.
Want to see how it works?
Watch our mini webinar to learn more about inbox sync in ClientCircle.