Communication timeline
Record customer-facing communication alongside CRM activity.
Review messages in context, prepare drafts and reuse templates without losing the related customer record.
Keep the conversation in context
Communications.
Bring customer messages, preferences and follow-up work back to the people and records they concern.
What you can do
What your team can do here.
Connected mailboxes
Connect a supported Google or Microsoft mailbox through an OAuth-based flow.
The foundation covers encrypted tokens, background sync, matching and review of unmatched messages; provider availability depends on configuration and consent.
Outbound mailbox send
Send through a connected mailbox when the provider connection and scope allow it.
Review recipient preferences and the draft before a message is sent.
Communication preferences
Respect consent and unsubscribe state as part of outreach.
Keep a clear customer-level record of communication choices rather than treating every address as automatically sendable.
Templates and scheduled messages
Prepare consistent responses and follow-up messages.
Use reusable content and connected scheduling where enabled, with delivery state visible to the team.
Does NovaSoft One replace my mailbox?
It connects supported mailboxes to customer work. Your mailbox provider remains the sending service when connected-mailbox send is used.
Can a workspace send to someone who opted out?
Communication workflows check customer preferences and unsubscribe state before permitted sends.
Keep exploring
See the rest of the platform.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.