Our Gmail integration revolutionises how finance professionals manage client relationships by seamlessly connecting email communications with Splendid CRM workflows. Every email interaction becomes a valuable data point that enhances client understanding and supports regulatory compliance.
Email-to-CRM Automation
Transform your Gmail inbox into a powerful CRM engine. Our integration automatically identifies client emails, extracts contact information and maps conversations to existing deals and contacts. No more switching between applications or missing important client communications.
Intelligent Contact Management
The system intelligently recognises returning clients, new prospects, and lender communications, automatically enriching contact profiles with interaction history. Every email thread becomes part of the client's complete communication timeline.
Compliance Made Simple
Financial services require meticulous record-keeping. Our Gmail integration automatically captures and categorises all client communications, creating comprehensive audit trails that support regulatory compliance requirements. Streamline your documentation process with automated record-keeping.
Personalised Communication at Scale
Generate personalised email responses using client data from your Splendid CRM. Templates automatically populate with client-specific information, loan details, and relevant financial products, ensuring every communication feels personal and professional.