Email-First CRM
Your inbox, inside your CRM. For real this time.
Full Outlook and Gmail integration with real-time sync. Read, reply, compose — all inside Aggrandize. AI auto-classifies contacts and links threads to deals.
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Hi Sarah, Thanks for sending over the revised proposal. The team reviewed it...
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The zoning variance was approved yesterday. We can proceed with the...
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Re: Quarterly Pipeline Review
Great numbers this quarter. Let's sync on the Q3 forecast before the board...
Re: Eastgate Industrial — Permit Status
Just heard back from the county — building permit has been approved with...
Re: Metro Tower Phase II — Updated Timeline
Hi Sarah,
Thanks for sending over the revised proposal. The team reviewed it yesterday and we're aligned on the updated timeline for Phase II.
A few quick items:
- Groundbreaking can move to Q3 as proposed
- We'll need the structural engineering specs by end of month
- Can we schedule a walkthrough of the site next Tuesday?
Let me know your availability.
Best,
Michael
Email that works with your CRM, not against it
Real-Time Sync
Emails appear in your CRM as they arrive. No delays, no manual refresh. Full bidirectional sync.
AI Contact Classification
New contacts from emails are automatically classified by role — GC, architect, developer, sub. No manual tagging.
Email-to-Deal Linking
Threads automatically link to relevant deals. See every conversation related to a deal in one place.
Full Compose & Reply
Write and send emails directly from the CRM. Rich text editor with signatures and attachments.
Thread View
Full conversation threading with read/unread status. Navigate emails the way you're used to.
Assistant Integration
Ask the AI assistant to search emails, draft replies, or surface relevant conversations for any deal.