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ViewSX module Available

Mail

Connect every client promise to the relationship, project, and next action.

Add to your OS See the product state

Mail connects authorized client communication to its relationship and work context; it does not access channels outside granted permissions.

Trigger observed Link a permitted client email promise to its CRM relationship, project record, accountable owner, and follow-up task.

Source context remains attached. Action follows the configured Advisor or Operator boundary.

One concrete operating loop

From signal to owned outcome.

  1. TriggerLink a permitted client email promise to its CRM relationship, project record, accountable owner, and follow-up task.
  2. AI roleAI can surface a promise, supporting evidence, and a proposed follow-through from mail that the organization has authorized it to access.
  3. OutcomeConnect every client promise to the relationship, project, and next action.

Synthetic product proof

See the operating state, not a feature list.

The view below uses deterministic synthetic product data. It illustrates the specific workflow without customer, employee, or partner information.

Synthetic Mail product view showing Link a permitted client email promise to its CRM relationship, project record, accountable owner, and follow-up task.
Mail stateLink a permitted client email promise to its CRM relationship, project record, accountable owner, and follow-up task.

Shared operating context

Mail does not work alone.

Availability and pricing

Add the capability to one Business OS.

Mail + Calendar$10 / user / month
Available Add Mail to your OS