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Your Inbox. Your CRM.
Finally Connected.

Two-way sync with Gmail and Outlook means every email shows up on the contact timeline — and you can compose, reply, and track opens without ever leaving CloseDaily.

Two-Way
Email Sync

Connect your Gmail or Outlook account and every email conversation with a CRM contact automatically appears on their timeline. Sent, received, threads — everything stays organized without manual logging.

  • Gmail and Outlook (Microsoft 365) supported
  • Emails auto-match to CRM contacts by address
  • Full thread view on the contact timeline
  • Syncs sent and received emails in real time
  • Secure OAuth — we never store your password
  • Disconnect anytime with one click
📧 Email Timeline — Sarah Kim

Re: 412 Oak Street Showing

"Saturday at 10 AM works great! I'll bring my pre-approval letter."

From Sarah • Today 2:15 PM • Gmail

Re: 412 Oak Street Showing

"Hey Sarah! The listing at 412 Oak just got a price reduction..."

You sent • Today 1:30 PM • via CRM

412 Oak Street Showing

"Hi! I saw the listing on your site. Is it still available?"

From Sarah • Today 11:00 AM • Gmail

Pre-Approval Letter

"Attached is my pre-approval from First National Bank..."

From Sarah • Yesterday • Outlook

Send & Reply
From Your CRM

Compose new emails or reply to existing threads without switching to Gmail or Outlook. Your messages send from your real email address — recipients never know you used a CRM. Templates and merge tags make it even faster.

  • Compose and reply directly from the contact profile
  • Sends from your real Gmail or Outlook address
  • Recipients see your normal email address — not a CRM address
  • Use email templates for faster replies
  • Attach files, documents, and images
  • Replies thread correctly in the recipient's inbox
✏ New Email
To: sarah.kim@gmail.com
Subject: Showing Confirmation — 412 Oak St, Saturday 10 AM
Hey Sarah,

You're confirmed for a showing at 412 Oak Street this Saturday at 10:00 AM. Here's what you need to know:

• Lockbox code will be sent morning-of
• Bring your pre-approval letter
• Street parking is available

See you there!
Send Template Attach

Email Tracking
& Analytics

Know the moment a lead opens your email or clicks a link. CloseDaily tracks opens, clicks, and reply detection so you can follow up at the perfect time — when the lead is actively engaged.

  • Real-time open tracking with notification alerts
  • Link click tracking with URL-level detail
  • Reply detection flags responsive leads
  • Engagement feed on the contact timeline
  • "Hot right now" indicator when a lead re-opens an email
📈 Email Engagement
Showing Confirmation — 412 Oak St
Sent to Sarah Kim • 2 hours ago
● Opened 3x ● 1 click ● Replied
Market Update — Nashville April
Sent to 2,340 contacts • Yesterday
● 38% opened ● 12% clicked
New Listing Alert — Hermitage
Sent to Marcus Johnson • 3 days ago
● Opened 5x ● 3 clicks
Pre-Approval Checklist
Sent to Lisa Martinez • 5 days ago
● Opened 1x

Email That Works Inside Your CRM

2
Providers Supported
<5s
Sync Latency
100%
Thread Accuracy
0
Passwords Stored

Email Integration Questions

CloseDaily supports two-way sync with Gmail (Google Workspace) and Outlook (Microsoft 365). Both personal and business accounts are supported. We use OAuth for secure authentication — we never store your email password.

Yes. CloseDaily uses OAuth 2.0 for authentication — we never see or store your email password. Synced emails are encrypted at rest and in transit. You control which contacts sync, and you can disconnect your account at any time.

When you first connect, CloseDaily syncs your recent email history for matched contacts — typically the last 30 days. After that, all new emails sync in real time, appearing on the contact timeline within seconds.

Yes. When you compose or reply from CloseDaily, the email sends from your actual Gmail or Outlook address. Recipients see your real name and email — not a CRM-generated address. Replies thread correctly in their inbox too.

Ready to Connect Your Email?

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