Do I need a separate email tool alongside CrmLeaf?

No. Once your mailbox is connected, sending, receiving and tracking Deal email happens entirely inside CrmLeaf's Deal Emails tab. There's no need to switch to Gmail or Outlook to manage a sales conversation.

What happens to email history when a Deal changes owner?

The full thread history stays attached to the Deal record, not to the individual rep's inbox. A new owner sees every past message, CC, attachment and open/reply status the moment they're assigned.

Can a Sales Manager see email activity without asking the rep?

Yes. Anyone with access to the Deal can open the Emails tab and see Sent, Delivered, Opened and Replied status for every thread, in real time.

Does this work for Account/Customer Success teams too, not just Sales?

Yes. Any role with access to a Deal or Company record can use the same Emails tab for onboarding updates, renewal conversations or account check-ins.

Can a founder or small business owner use this without a dedicated sales team?

Yes. In smaller teams the founder often owns every Deal directly - the Emails tab gives them the same visibility into proposal opens and replies that a larger sales org gets from its CRM.

SALES · ACCOUNT MANAGEMENT · FOUNDERS

How sales teams run every deal email from CrmLeaf.

Sales Managers send proposals from inside the Deal, not a separate inbox
Account Managers track opens and replies without leaving CrmLeaf
Founder-led teams keep every client thread visible on the Deal timeline
No context is lost when a Deal changes owner
Everything runs from the Deal Emails tab in one shared workflow

See the Feature

Arjun Nair - Sales Manager

Arjun Nair - Sales Manager · CloudSoft India · Hyderabad

opens on last proposal

8-step

tracked workflow

10 min

to connect mailbox

The 8-step workflow

Exactly how a rep goes from connecting a mailbox to closing on a tracked thread.

Connect your mailbox

Authorize Gmail, Outlook or IMAP once from Settings -> Integrations -> CRM Email Integration.

Settings

Open the Deal

Go to CRM -> Deals -> the relevant Deal Detail page.

Deals

Go to the Emails tab

Every Deal has a dedicated Emails tab showing full conversation history.

Emails tab

Start a new thread

Click Send Email to open a new conversation with its own subject line.

New thread

Add CC, BCC and attachments

Loop in stakeholders and attach the proposal, contract or quote directly.

Compose

Send

The email lands in the client's inbox exactly as if sent from your regular mail client.

Sent

Client replies

Their reply appears automatically under the same thread on the Deal - no forwarding needed.

Replied

Track and follow up

Check Sent, Delivered, Opened and Replied status any time to decide when to nudge.

Tracking

Pain -> Solution

What changes for each role once email lives inside the Deal.

"I don't know if the client even opened the proposal."

Sent, Delivered, Opened and Replied status shown under every message.

"The email thread lived in a rep's personal inbox - we lost it when they left."

Every thread is stored on the Deal record, not the individual mailbox.

"I have to switch between Gmail and the CRM constantly."

Compose, send and reply from the Deal's Emails tab directly.

"Managers can't see email activity without asking the rep."

Anyone with Deal access sees the full thread and tracking in real time.

"Proposal, contract and onboarding emails all blur into one messy thread."

Multiple threads with separate subject lines run side by side on one Deal.

"New account owners start from zero context after a handoff."

Full email history transfers automatically with the Deal record.

+28%

close rate after tracked Deal email

opens on last proposal

steps from connect to close

10 min

to connect mailbox

Works with the modules you already use

Email Integration sits inside the same records your team touches daily.

CRM -> Deals

Deal Emails tab with full tracked thread history

CRM -> Companies

Shared visibility for account-level conversations

CRM -> Lead Contacts

Matched recipients and stakeholders in each thread

Proposal

Attach and track proposal and quote emails in one place

+28% close rate

“Before, I'd forward proposals from my own Gmail and just hope for a reply. Now I can see the moment someone opens a quote, so I know exactly when to call instead of guessing.”

Arjun Nair · Sales Manager, CloudSoft India

Common Questions

From sales teams evaluating Email Integration for their Deals.

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Give your reps a reason to stop guessing.

Connect your mailbox in 10 minutes - free onboarding included on every plan.

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