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Email Integration
Email Integration

Overcome inbox overwhelm

Email Integration OverviewDeclutter your inbox, turn emails into a tasks, pin emails to work, and have an audit trail of all emails between your client and team
How to Integrate my Gmail & OutlookHow do I integrate my inbox with Financial Cents?
How to Pin an Email to a ProjectHow do I attach a client email to an existing piece of work?
Turn an Email into a Project / WorkManage ad hoc client requests by converting emails into projects
How to Email a Client from Within Financial CentsI want to email my client inside Financial Cents, how do I do that?
Track client communication - Email Audit TrailTrack all client email conversations between your clients and everyone at your firm
How the Inbox Syncs with Gmail and OutlookHow exactly does my email inbox sync with Financial Cents?
How to integrate your email with Financial Cents
How to add my email signatureAdd your email signature for when sending emails from Financial Cents