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We’re adding full email integration so users can send and manage emails directly from Task Session—no need to switch apps. This keeps all communication linked with clients, projects, and activities in one place.
What this module will include:
Gmail & Outlook integration
Connect Gmail or Outlook accounts securely and send emails directly from the CRM.
Custom SMTP support
Configure your own SMTP to send emails using your business email address.
Send emails from CRM
Compose and send emails from client profiles, tasks, projects, or invoices without leaving Task Session.
Templates & signatures
Use reusable email templates and professional signatures to save time.
Permission-based access
Control who can send emails and from which accounts based on user roles.
