Multi-Contact Clients & Enhanced Enrichment
Manage multiple contacts per client with smart email routing, plus AI-powered enrichment that discovers contacts and syncs with Google.
Client Contacts System
Add multiple contacts per client with role-based email routing - send invoices to billing while proposals go to the CEO.
- → Unlimited contacts per client with name, email, phone, and job title
- → Set different primary recipients for invoices vs proposals
- → CC additional contacts on emails without making them the main recipient
- → Each contact can have their own LinkedIn, Twitter, and website links
Enhanced Client Enrichment
AI-powered enrichment now discovers additional contacts at a company from your Gmail and Google Contacts.
- → Discovers contacts by scanning Gmail for emails from the company domain
- → Searches your Google Contacts for matching company emails
- → Choose 'Fill Empty' to preserve your data or 'Overwrite' to update everything
- → Automatically pulls LinkedIn, Twitter, and other social profiles
Google Contacts Sync
See at a glance which contacts already exist in your team's Google Contacts.
- → Sync indicator badge appears on contacts that match your Google Contacts
- → Know when colleagues have already worked with a contact
- → Email autocomplete pulls suggestions from Google Contacts as you type
- → Daily background sync keeps status current
Payment Notifications & Reminders
Send professional payment confirmations and reminders to keep clients informed.
- → Batch send confirmation emails for multiple manual payments at once
- → Send payment reminder emails for overdue invoices with one click
- → Emails include invoice details, amount due, and payment link
- → Ask Every Agent to 'send reminders to all overdue invoices'