Never lose an email thread or proposal attachment again. Connect your Google Workspace or Microsoft 365 business inboxes directly to your bespoke Veltris CRM for seamless customer history and rapid lead capture.
Every email sent or received between your team and a client logs directly onto their CRM project record. When someone calls the office, any team member can see recent email exchanges without asking colleagues to forward threads.
When a new enquiry reaches your company inbox from your website, Checkatrade, Bark, or Hitched, the CRM parses the sender details, phone number, and job requirements into a fresh pipeline card ready for action.
Emails sent from the CRM use your genuine Google Workspace or Microsoft 365 credentials with verified SPF, DKIM, and DMARC records. Your emails land in client inboxes rather than junk folders.
Architectural drawings, supplier quotes, planning permission PDFs, and contracts sent as email attachments are automatically indexed and accessible under the deal files tab.
Email synchronisation is configured natively during your custom CRM pilot. Zero per-user seat fees mean your entire office can use the system without mounting costs.
No. You keep your current Google Workspace or Microsoft 365 setup exactly as it is today. We connect via official secure OAuth tokens without disrupting your everyday email.
Yes. The integration only logs emails to and from contacts actively tracked in your CRM database. Personal emails, supplier newsletters, and internal team discussions remain private.
Yes. You can store custom templates for quote delivery, survey scheduling, and variation sign-offs, letting your team send personalised messages with one click.
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