Log Incoming Sales Emails

A lead emails you >> AI cleans up the thread, removes sensitive details, and logs it to their record in your CRM for future reference

Problem

You receive dozens of sales-related emails but never have time to log them to the CRM. Deciding what deserves to be there is tedious, and you don't want certain details (vacation chat, family updates, or off-topic tangents) ending up in shared records. So you don't log at all, and your CRM ends up lacking critical context.

Solution

When an email arrives, AI determines if it's sales-related and extracts only the business-relevant content, filtering out personal chatter, forwarded chains, and signatures. It then finds the matching lead in your CRM and logs a clean summary. Non-sales emails are ignored entirely.

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