Every Customer Email.
Summed Up and Saved.
Your team keeps emailing customers from their own Gmail or Outlook. SalesPartner reads each email, writes a short summary, and saves it to the customer record. Nobody types a note.
- Notes to Type
- 0
- Both Sides Captured
- Sent & Received
- Timeline Stays Current
- Every Record
- Notes to Type
- 0
- Both Sides Captured
- Sent & Received
- Timeline Stays Current
- Every Record
The Team Is Out Selling.The Notes Are Already In.
Every customer email gets summed up and filed while your reps move on to the next deal.
What Email Summaries Do
Half of every deal happens over email, and none of it makes it into the CRM. Email Summaries fix that. Connect your team’s mailboxes once. From then on, each email to or from a customer gets read and boiled down to a line or two: who wrote, what they asked, how they feel, and what happens next. The summary lands in the customer’s record and timeline, next to their calls and texts. Your reps keep writing email the way they always have.
Sound familiar?
The Deal Lives in One Inbox
The price, the timeline, the promise you made. It is all in a rep’s email, and nobody else can see it.
Nobody Logs Email
Reps mean to copy the important emails into the CRM. By Friday, nobody has.
Handoffs Start From Zero
A rep is out sick and a customer calls. Whoever picks up has no idea what was said last week.
Long Threads, No Time
Twelve replies deep, and you need to know where things stand before a call in five minutes.
How It Works
Connect Your Team’s Mailboxes
Google Workspace, Microsoft 365, or any IMAP inbox. Each rep keeps their own address and their own email app.
Customer Email Gets Read
Sent and received mail is checked every few minutes. Newsletters and no-reply mail are set aside.
A Short Summary Gets Written
Who wrote, what happened, the key points, how the customer feels, and the next step. A line or two you can read in seconds.
It Lands in the Record
The summary is saved to the customer’s record and timeline, and sent to your CRM if you use one.
What You Get
Both Sides of the Thread
What the customer sent and what your rep wrote back. The record holds the whole story.
Key Points and Next Step
Up to three key points and the next step pulled out of every email, so you know what to do.
Reads the Mood
Each summary notes how the customer feels, so an unhappy email does not hide in a long thread.
Reads Attachments
Photos and PDFs get read too. A quote amount in an attachment goes straight to the deal.
Logged to Your CRM
Each email and its summary lands in HubSpot, Salesforce, or the CRM you already run.
Noise Stays Out
Newsletters, no-reply senders, and system mail are filed away and never clutter a record.
Perfect For
Home Services
HVAC, Plumbing, Electrical, Cleaning
Construction & Engineering
Roofing, Landscaping, General Contractors, Pool Installation
Real Estate
Agents, Property Management, Showings
Automotive
Dealerships, Service Centers, Detailing
Consulting & Professional Services
Consultants, Agencies, Law Firms, Accountants
Healthcare & Medical
Med Spas, Clinics, Therapists, Dental
Works With Your Mailbox and Your CRM
Connect the mailboxes your team already sends from. Summaries land in the built-in CRM and in the CRM you already run.
Works Even Better With
Self-filling CRM
Calls, texts, and chats already fill the record. Email Summaries add your team’s email to it.
Inbox Cleanup
The same reading that writes the summary also clears pitches and newsletters out of your inbox.
Email Channel
Want lead emails answered too? SalesPartner replies from your address and books the meeting.
Common Questions
Put your pipeline on Autopilot
Talk with our team. See how SalesPartner handles your leads.
Book Intro Call