Gmail → Deal Capture
Forward an email, get a CRM deal.
What it is
Every rep gets a personal capture address. Forward or BCC a client thread to it and a deal appears in the pipeline with the prospect correctly resolved and the thread condensed to the relevant back-and-forth.
How it works
Inbound email webhooks, forward-aware sender resolution (the system knows the difference between the teammate forwarding and the client who wrote), deterministic thread condensing, and a review queue so a human confirms before anything becomes pipeline truth.
Development to deployment
Designed around the one habit reps already have: forwarding email. Everything else, webhooks, sender resolution, the review queue, exists so that habit is the entire learning curve. Rolled out to the full team with personal capture addresses.
Value delivered
The half hour a day of email-to-CRM retyping is gone, and the pipeline reflects what actually happened.
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