Connect the mailboxes and calendars you already use. Threads sit beside the records they concern, meetings carry their own notes, and an agent can answer the mail and book the slot before you have read it.
Connect Gmail, Outlook or any IMAP mailbox, personal or shared. A thread about an invoice sits with the invoice, so whoever picks it up sees the history without opening three tabs.
Meetings carry their notes, their recording and their action items. Agents book from confirmed visits, propose times that actually work, and tell the owner on the channel they read.
Most mail is a question your records already answer. An agent reads the thread, checks the record, drafts the reply and puts the meeting in — then waits for you to send it.
A team address with owners, counts and no one wondering who replied.
Send availability instead of six emails about Tuesday.
Contacts from your records and your mail, in one list.
Every event linked to its recording, transcript and decisions.
Field visits scheduled, confirmed and recorded against the customer.
Saved replies available with a "/" in any composer.
A team mailbox belongs to the team; your own mailbox belongs to you. Calendars work the same way: some are shared outright, some show only free and busy, and some are a link anyone can subscribe to.
One on Free, three per user on Pro, and no limit on Advanced.
Only if you want it to. Most teams keep their provider and work the mail here, because this is where the records are.
Only with the authority you give it. The default is draft-and-approve, like everywhere else.
Teammate availability shows free and busy. What is inside an event follows the same permissions as the rest of the workspace.
Connect one mailbox and one calendar, then let an agent clear the half you never wanted to write.