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PLATFORM MODULE

Bring Business Email Into the Customer Context

Important customer conversations should not disappear inside individual inboxes. Relecca connects supported email accounts to the CRM so teams can access communication history alongside customer records.

Connected Email Communication

Keep your sales and client conversations synced and transparent.

  • Gmail, Outlook & IMAP: Connect Gmail or Outlook securely via OAuth, or any mailbox with IMAP/SMTP.
  • Built-In Inbox: Threaded conversations, drafts, labels, archive, reply, reply-all, and forward.
  • Record Linking: Link emails to companies, contacts and deals, and see them on the record.
  • AI Thread Summaries: Summarize a long email thread in one click.
  • Sync Controls: Choose folders to sync, import past emails, pause or resume sync, or disconnect at any time.

Connect Gmail, Outlook or IMAP

Important customer conversations should not disappear inside individual inboxes. Relecca connects supported accounts through OAuth authorization, so people keep working in the mail client they already use.

  • Gmail connected through OAuth authorization.
  • Microsoft Outlook connected through OAuth authorization.
  • Several accounts connected at once where a team shares duties.
  • Other providers connected through IMAP and SMTP.
  • Accounts disconnected at any time.

Communication History on the Record

The point is not having a copy of the email — it is that the email sits beside the open opportunity, the outstanding task and the upcoming meeting. That adjacency is what lets someone pick up a relationship they have not handled before.

  • Email history viewable within customer records.
  • Emails linked to companies, contacts and deals from the inbox.
  • Correspondence owned by the organization rather than an individual.
  • Context preserved when an account changes hands.

Writing and Sending From the CRM

Outbound mail should be quick to write and consistent across the team. Relecca gives you the tools to send well-formatted email without leaving the workspace.

  • Email templates with dynamic variables, organized into categories.
  • Scheduled sending, with an outbox to reschedule, send now, or cancel.
  • Multiple email signatures with a default, and default formatting for new emails.
  • Smart BCC and blocked senders to keep the inbox relevant.

Ready to configure Email Integration?

Get started in minutes. Import your Excel spreadsheets or invite your team.

Compare plans and pricing, or read our CRM guides.

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Good afternoon, Daniel Morgan 👋

Thursday, August 27, 2026

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Operations Platform Upgrade

Fjordline Consulting · $45,000

3 days ago
Relationship Management Suite

Northwind Analytics · $28,500

3 days ago
Team Rollout Project

Fjordline Consulting · $62,000

3 days ago
Tasks summary
In Progress
Review Integration Scope

Fjordline Consulting · 31/08/2026, 08:30 PM

Platform Demo

Solberg Studio · 25/08/2026, 03:00 PM

Pending Review
Prepare Client Onboarding Documents

Northwind Analytics · 27/08/2026, 04:00 PM