To have a clear overview of the projects you’re managing, you need to be able to access all related emails in your project management tool.
With the right email inbox sync feature or email integration, you can manage all your important emails in one place, so you never miss a notification.
Projects by Pipedrive can be synced with your main business email account so that you can access emails without leaving your project management software.
Full access. No credit card required.
Manage your inbox from your project management tool. Reply, forward and delete emails from a powerful team collaboration tool.
Never miss a chance to follow up with Smart Bcc, which enables you to forward whole email threads from your provider into your Pipedrive inbox and projects.
Track project-related emails within specific projects on your kanban boards. Link emails and email addresses with a project or deal and view entire email threads directly from within them.
Email features to look for in a project management solution:
Unify business tools: Connect your main email provider and project management tool to access your emails directly from one platform.
Receive real-time notifications: Set up notifications in your project management tool so you never miss an email.
Foster team collaboration: Nurture teamwork by providing everyone access to the right emails and information.
Streamline file sharing: Remove steps from the sharing process by sending important documents directly to your team’s project management tool.
Don’t let absences slow you down: Empower project teams to cover colleagues who are away through shared access to threads and task lists.
Never miss a chance to follow up: Leverage great project and email management tools to notify you when to engage contacts.
With its gradual learning curve and intuitive features, Projects by Pipedrive is the workspace your team needs to stay productive. Simplify your workflow with automation features and stay agile with customizable templates. Everything you need to get the job done in one tool.