Email Tracking Insights

Bsynced CRM tracks every email you send and surfaces open rates, click rates, and engagement data in the Insights → Email Tracking report.

What Is Tracked

When you send an email from within Bsynced CRM (via Mail, a deal's email tab, or a contact's email action), the system automatically embeds:

• A tracking pixel — a 1×1 transparent image that fires a tracking event when the email is opened
• Tracked links — any URLs in the email are wrapped in a tracking redirect so clicks are recorded

Plain-text emails

Tracking pixels only work in HTML emails. If you send a plain-text email (or the recipient's client is set to block images), opens will not be tracked. Click tracking works independently of the image block.

Email Tracking Dashboard

Summary Cards

At the top of the Email Tracking page:

Card	Description
Emails sent	Total emails sent in the selected period
Open rate	% of sent emails that were opened at least once
Click rate	% of sent emails with at least one link click
Reply rate	% of sent emails that received a reply

Sent Email List

Below the summary, a table lists every tracked email sent in the period:

Column	Description
Subject	Email subject line
Recipient	Contact name and email address
Sent at	Date and time sent
Opens	Number of times the email was opened
First opened	Timestamp of the first open
Clicks	Number of link clicks
Replied	Whether the recipient replied

Click any row to see the full tracking timeline for that email.

Per-Email Tracking Timeline

For each sent email you can see a detailed event log:

09:00  Email sent to sarah@clientco.com
11:32  Opened (London, UK — Chrome on macOS)
11:33  Clicked link: https://yoursite.com/proposal
11:45  Opened again (same location)
Next day 08:30  Replied

Location data is derived from IP geolocation and shown at city/country level only.

Filtering and Sorting

Filter the email tracking report by:

• Date range — view tracking for a specific period
• Sender — filter by team member who sent the email
• Status — Opened, Unopened, Clicked, Replied
• Contact — search for a specific recipient

Sort by open count, first open date, or sent date.

Proposals Insights

The Proposals Insights section gives similar tracking for sent proposals:

Metric	Description
Proposals sent	Total proposals sent in the period
View rate	% of sent proposals that were opened
Acceptance rate	% of sent proposals that were accepted
Decline rate	% of sent proposals that were declined
Average time to sign	Median days between sent and accepted

Use this data to identify where in the proposal process deals stall and improve your follow-up timing.

Combine with lead scoring

When a contact opens your email (tracked), this event automatically adds to their lead score in the Leads module. High email engagement increases the score and surfaces the contact as a hot lead.

Privacy and Compliance

Email tracking uses industry-standard techniques used by major email platforms. To comply with privacy regulations:

• Include a clear statement in your email footer that emails may be tracked.
• Honour any requests to remove tracking (reply preferences).
• Do not use tracking data to infer sensitive personal information.