Go to Financial Cents
All Collections
Email Integration

Email Integration

Integrate with Outlook and Gmail to get more visibility across your firm

2 articles
Shahram Zarshenas avatar
Written by Shahram Zarshenas

Inbox - Email Integration

Declutter your inbox, turn emails into a tasks, pin emails to work, and have an audit trail of all emails between your client and team
Shahram Zarshenas avatar
Written by Shahram Zarshenas. Updated over a week ago

Convert emails into projects

Manage ad hoc client requests by converting emails into projects
Shahram Zarshenas avatar
Written by Shahram Zarshenas. Updated yesterday