Get control of your inbox by having your Gmail or Outlook inbox inside Financial Cents!
Declutter your inbox with a focused folder that just shows client emails
Manage ad hoc email requests by easily turning an email into a project
Share and organize important emails by pinning them to projects
Aggregate all your email addresses into one inbox
Communicate with clients by sending emails from within Financial Cents
Have an audit trail of all communication between your staff and clients.
Important Note
Financial Cents has a two-way sync with Outlook and Gmail. This prevents you from having to manage multiple inboxes. You want to use FC during work hours and switch back over to outlook and Gmail after hours, and the inboxes will be the same.
If you delete an email in FC, it will delete the email in Gmail or Outlook
If you delete an email in Outlook or Gmail, it will delete the email in FC
If you archive the email in FC, it will archive it in Outlook or Gmail
If you archive the email in Outlook or Gmail, it will archive it in FC
If you read the email in FC, it will be marked as read in Outlook or Gmail.
If you read the email in Outlook or Gmail, it will be marked as read in FC.
Overview Videos
FAQ's
I have non-client emails showing up in my focused "Client Emails" Inbox.
This is because the email address on those non-client emails is associated with a client in FC. To resolve this, find which client that email is associated it and remove it from the client's profile under contacts.
I have client emails that are not showing up in my focused "Client Emails" Inbox.
This is because the email address your client sent the email from is not associated with that client in FC. To resolve this, add the email address to the client's profile under contacts.
If I send a client an email from FC, will it still look like it came from Outlook & Gmail?
Yes, it will still look like it came from Outlook and Gmail
I integrated my Gmail account, but for some reason, it doesn't seem to be working properly.
This is most likely because you forgot to give permission to Gmail. When integrating, please make sure you check all the permission boxes.
Does the Inbox in Financial Cents sync with Outlook and Gmail?
Yes!
If you archive, delete or read an email in Financial Cents, it will do the same in Outlook and Gmail.
If you archive, delete or read an email in Outlook or Gmail, it will do the same in Financial Cents.
Can I add more than one email to the integration?
Yes
How much email history do you import on the initial integration?
We import the last 500 emails when you initially integrate it with FC, we will keep all email history going forward.
How does FC know which client this email should be associated with?
We match it based on the emails of the contacts within the client's profile.
Can I add multiple emails to a client?
Yes, if you add another contact on the client's profile with an email, it will automatically sync and import the emails to the audit trail.
If I change/add a new email to a client, will it automatically import the emails to the timeline?
Yes
If I remove an email from a client, will it remove the emails associated with the email removed?
Yes, it will keep the emails on the timeline for historical reference even if you remove the email from the client.
Will I have to add the email integration for each client, or as I add new clients?
No, only each team member has to set up the email integration once. After that, any new clients added to FC with emails will automatically be imported into the system.
Will it show both sent and received emails from my team?
Yes
Can I turn off the email sync for specific contacts?
Yes, you can do this by editing the contact and removing the sync
If I send an email from FC to the client, will it show up in my "Sent" inbox on Gmail or Outlook?
Yes
If I send a potential client email and then create them as a client in FC, will it bring in the email sent before creation?
Yes
There are some emails that we do not want to sync, is there a way to prevent them from syncing, or do we have to just delete it once it syncs?
There isn't a way to prevent specific emails from syncing to FC. However, you can always remove them after the fact. Also, If the email is from a client to a boss (owner/admin), then the members would not have access to see that email anyways because of our default user permissions that prevent this. You can also customize these by going to your user permissions.
We have several clients that own multiple businesses with different partners. Will emails from them be synced to all of the client profiles, or is there a way to pick one?
Yes, they will all be synced by default, but you can prevent specific contacts from syncing as shown below.
