Gmail, Drive, Calendar and Sheets connect to your ERP workspace so reps, engineers and project managers work from one context without copy-paste between tabs.
Native Google Workspace sync for communication and files on every job.
Until they meet, customer threads, revised PDFs and meeting invites float outside the record sales and service rely on.
Keep the apps your team already uses — connected to quotes, jobs and customers.
Gmail integration with entity linking and send-from-ERP options.
Drive folder automation per quote, order and project.
Calendar sync for surveys, installs and internal milestones.
Sheets data pull for reports, lists and campaign exports.
Permission templates aligned to enterprise admin roles.
Attachment capture from email into job document store.
Contact sync between Google and CRM where configured.
Audit trail on shared file and calendar changes tied to jobs.
Admin authorises Google; users map mail and calendar.
Rep emails quote PDF; system offers link to opportunity.
Drive folder receives drawings; CRM shows latest revision.
Install invite updates ERP calendar and crew assignment.
Parse invoices with AI, build visual automations, delegate work to autonomous assistants, and search your own knowledge base with RAG.
Track leads and contacts, manage visual opportunity pipelines, and turn sales activity into quotes and orders without losing context.
Run email campaigns, monitor real-time KPIs and build operational reports that show what actually moves margin.
Book a demo and we will connect a sample workspace and show email, files and events on a live opportunity.
