An email tracking CRM with shared team inboxes
Connect Gmail or Microsoft 365 and send from your real mailbox. Replies thread themselves, new emails are matched to the right client, and you can see who opened and clicked. Team addresses like sales@ become shared inboxes, with rules that file and route the mail.
See pricing · Every feature is on every plan.
At a glance
- Two-way Gmail and Microsoft 365 sync
- Open, click and delivery tracking
- Shared team inboxes
- Email rules per user or per team
- Emails matched to the right client
The problem
Client email is stuck in personal inboxes
When email lives only in each person's mailbox, a client's history is split across the team, and nobody knows whether that proposal was even opened.
History split across mailboxes
Each person sees only their own emails with a client, so handovers start with forwarding old threads.
Sent, but was it read?
You follow up blind because you can't tell whether the email was opened.
The info@ inbox goes unanswered
Shared addresses collect mail that everyone assumes someone else is handling.
BCC and forwarding tricks
Logging email to a CRM by BCC or forwarding is easy to forget, so the record is never complete.
How it works
Set up email in four steps
Connect your mailbox
Sign in with Google or Microsoft. There's no plugin to install and no forwarding rule to set up.
Add your sending addresses
Each user can send from more than one address, each with its own display name, footer and reply-to address.
Set up team inboxes and rules
Create team addresses every member can send from and receive into, and rules that file and route incoming mail per user or per team.
Send, track and follow up
Email from the client record or a template, see opens, clicks and delivery history, and let automation do the follow-up.
What it does
Email that works like a team tool
Email in BaseCloud is the same mailbox you use today, connected to the client record and shared where it should be.
Two-way sync
Mail is sent from your real Gmail or Microsoft 365 mailbox, and replies come back into the CRM.
Email matching
Replies thread automatically, and new emails are matched to the right client by AI, depending on your settings and AI credit.
Open, click and delivery tracking
See who opened and clicked, and the delivery history of each email, for email sent through BaseCloud's own sending service, such as bulk and template email from your verified domain.
Shared team mailboxes
Team addresses that every member of the team can send from and receive into.
Email rules
File and route incoming mail automatically, per user or per team.
Several sending addresses per user
Each address has its own display name, footer and reply-to.
Templates and bulk email
Templated one-to-many sends with compliant unsubscribe links.
Deliverability tools
Help setting up DKIM and DMARC, domain diagnostics, and sender-reputation monitoring.
Email in workflows
The Email action sends from any workflow, and the Inbound Email trigger starts one when a message arrives at its address.
One platform
Email alongside every other conversation
Email shares the client record with calls, texts and WhatsApp, and feeds the same automation and AI. These pages cover the rest.
AI CRM
AI agents with tools, call summaries and AI search, on the model you choose.Business texting (SMS)
Two-way and bulk texting, with US 10DLC registration handled for you.WhatsApp CRM
WhatsApp Business in a shared inbox, with an AI agent that can reply.Automation workflows
A visual workflow builder with 15 triggers and 49 actions.Lead tracking and attribution
UTM capture, forms, Facebook Lead Ads and conversions sent back to your ads.
Popular with
Learn more
- Linking your email accountConnect Gmail or Microsoft 365, step by step.
- How email matching worksHow emails find the right client.
- Domain verification for bulk emailsSet up DKIM and DMARC before you send.
Step-by-step docs
FAQ
Questions buyers ask
Does BaseCloud work with Gmail and Outlook?
How does email tracking work?
What is a shared team inbox?
Do I need to BCC or forward emails to log them?
Can I send bulk email without hurting deliverability?
Can each person have more than one email address?
Bring your team's email into one place
Book a demo to see email sync, tracking and a shared team inbox on a live account.