Email customers from your own Gmail and keep the full history

Connect Gmail to email customers from your own Gmail account in Bookmi. Sent emails and customer replies are saved by thread to the history of companies, contacts and deals, and the Email screen helps make sure no reply is missed.

Before#

Customer emails lived in each person's own Gmail, so only that person knew who had replied and how far a conversation had gone.

What's new#

• Send from your own Gmail: Click Connect with Google in Settings > Email Integration to send from your own Gmail (including addresses such as info@ that you've added to Gmail). The only permission Bookmi uses is permission to send.
• Write from anywhere: Start an email from Compose in the top bar, Write an email in ⌘K, the C key, or the contact, company, deal, lead and business card screens. The recipient and the Japanese-style addressee block (company name, department, position, and full name with the honorific "sama") are already filled in.
• Bring in customer replies: bookmi.ai addresses need no setup. For Gmail and other addresses, set up automatic forwarding in Gmail and replies land in the same thread.
• The Email screen: Mail is organized into Needs action, Awaiting reply, Sent, Scheduled, Drafts and Unknown senders, and Mark as done keeps replies from slipping through. You can also search message text, link emails to deals, and use Mark as unread and Change contact.
• Before and after sending: Undo send (5–30 seconds), scheduled sending, draft autosave and Remind me if no reply (after 3, 5 or 7 days) are supported. Before sending, you're asked to confirm if recipients from another company are mixed in or if you're reusing the addressee from a previous message.
• Attachments and documents: Send files from your computer (up to 20MB each) or deal materials as attachments or shared links. Quotes, invoices and receipts can be sent with the original PDF from the time of issue (even without Gmail connected, you can send them via Bookmi).
• Company-wide signature: The signature an admin creates is automatically filled in with the sender's name, position, mobile number and other details.
• Sharing with colleagues: For each sending address, choose how much colleagues can see (visibility to members). Colleagues who can see the message body can also reply and forward.
• Templates now support merge fields for department and position, and you can add your own personal templates.
• Not for bulk sending (up to 10 recipients across To, Cc and Bcc, and up to 200 emails per person per day).

Who it's for#

• Industries: small businesses and sole proprietors
• Screens: Companies & Email > Email, Settings > Email Integration

How to use it#

1. In Settings > Email Integration, click Connect with Google to connect Gmail.
2. If needed, set up importing of Customer replies and a company-wide signature.
3. Write and send emails from a contact's screen or Compose in the top bar.
4. Check Needs action in Companies & Email > Email, and click Mark as done once you've handled each email.