One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Track emailed client-work assignments and prompt owners before deadlines.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
Send account teams links to filed client agreements.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Send each new client their project scope and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Send approved client handoffs with files and log each send result.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Send the client welcome and flag gaps in the project handoff.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.