Communications
Customer conversations on the customer record
Send and receive email in Toolbase, filed against the contact, deal or job it belongs to.
The problem
Important conversations are trapped in personal inboxes
When a salesperson is away, nobody can see what was promised. Agreements made by email never reach the job file.
How Toolbase solves it
Email that is part of the record
Emails sent and received through Toolbase appear in the customer timeline. Anyone with permission can see the conversation in context.
Capabilities
What you can do with Email
Send from Toolbase
Email customers from the contact, deal or job.
Conversation history
Messages are filed against the right record.
Templates
Reuse standard emails for quotes, follow-ups and bookings.
Internal notes
Add notes for the team that customers never see.
Notifications
Be told when a customer replies or a record changes.
Quote and proposal sending
Send documents with tracking.
Workflow example
A quote follow-up by email
- Choose a template
Start from your standard follow-up.
- Send
The email goes from the deal.
- Reply arrives
The response is filed on the same record.
- Team sees it
Anyone opening the deal sees the full thread.
Connected
Email works with the rest of Toolbase
FAQ
Email questions
Does Toolbase replace my email provider?
No. Toolbase sends and files customer email. Connections to mailbox providers are listed with their status on the integrations page.
Can I use email templates?
Yes. Templates can be created for common messages.
Who can see emails on a record?
Users with permission to view that record.
See Email configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.