New: the $2,500 CRM System→

Per-person mail & calendars.

Each team member's own Gmail and Google Calendar inside the portal — only the mailboxes they've been granted.

Live simulation · What your team sees

Every client, lead and number shown is illustrative.

portal.yourcompany.com/admin

Comms · Jess's inbox

Mailboxes

Search…AskTeam view

Ridgeway Homes

You owe

Tile selections

Supplier — Stoneworks

New

Quote attached

City permits

FYI

Inspection Thursday

Tile selections

Jordan Lee · Ridgeway Homes

In plain English

Jordan approved the tile and wants the vanity quote by Friday.

You owe: the vanity quote

Waiting on: the plumbing fixture list

Love the tile — let's go with it. Could we get the vanity quote by Friday?

+ Make a taskReply

How it works.

1

Connect each person

Their Gmail and calendar.

2

Grant access

Who can read which mailbox.

3

Work from one place

Mail matched to clients, calendar in the Planner.

What you get

  • Each person's own mailbox
  • Granted mailbox by mailbox
  • Calendars feed the Planner