CRM
The sandbox CRM: one contact per sender, one deal per run, one note on the deal. Contacts are matched on email, so a second message from the same person updates the contact instead of adding one.
Demo. Harbor & Vale is a fictional agency. Replies and CRM records land in sandbox tables, never in a real inbox.
The sandbox CRM: one contact per sender, one deal per run, one note on the deal. Contacts are matched on email, so a second message from the same person updates the contact instead of adding one.