Calling & Emailing Contacts

Bsynced CRM lets you email and call contacts without leaving the platform. All communication is logged automatically against the contact and any linked deals.

Sending an Email to a Contact

1. Open the contact's detail panel.
2. Click the Email button (envelope icon) next to their email address, or use the Compose button in the Email history section.
3. The compose window opens, pre-filled with the contact's email address.
4. Write your message using the rich text editor.
5. Optionally use AI Write to generate a draft, or AI Subject to suggest a subject line.
6. Attach files if needed.
7. Click Send.

The email is sent via your configured email account (Gmail or IMAP) and appears in both the contact's email history and your Mail inbox.

Replying to an Existing Email

Inside the contact's email history, click any email thread to expand it. Use the Reply or Forward buttons at the bottom of the thread to respond without opening the Mail module.

Making a Call

Requires Twilio

Calling is powered by Twilio. Ensure the Twilio add-on is enabled in Marketplace and your Twilio credentials are configured in Settings → Integrations → Twilio.

1. Open the contact's detail panel.
2. Click the Call button (phone icon) next to their phone number.
3. A call panel opens and dials the contact via your browser.
4. After the call, you are prompted to log a call note (duration, outcome, summary).
5. The call log appears in the contact's activity history.

Sending a WhatsApp Message

If the contact has a phone number and WhatsApp is enabled:

1. Open the contact's detail panel.
2. Click the WhatsApp icon.
3. You are taken to the WhatsApp Conversations module with a conversation for this contact already open (or a new conversation is initiated).
4. Send a text message or choose an approved template.

Logging Manual Activities

To record a call, meeting, or task that happened outside the CRM:

1. Open the contact's detail panel.
2. Click + Log Activity.
3. Select the activity type: Call, Meeting, Email, Task, or Note.
4. Fill in the date, time, duration, and notes.
5. Click Save.

The activity appears in the contact's activity log and rolls up to the Activities module.

Email Tracking

When you send an email from within Bsynced CRM, it is automatically tracked. You can see:

• Delivered — the email was accepted by the recipient's mail server
• Opened — the recipient opened the email (requires HTML email)
• Clicked — the recipient clicked a tracked link

Tracking status appears on each email in the contact's email history. Aggregate tracking data is shown in Insights → Email Tracking.

Privacy note

Email open tracking uses a pixel embedded in HTML emails. Recipients using plain-text email clients or privacy-focused email apps may not trigger the tracking pixel. Communicate your email tracking policy to contacts in line with local privacy regulations (GDPR, etc.).