Immediately - Sales Email and CRM Management for Gmail, Office 365, and Salesforce

Immediately exists to help salespeople do more of what they love. We help you breeze through the tedious parts so you can always be nurturing your strategic relationships.

Leveraging a deep integration with Google Mail and Salesforce, we transform arduous, desktop-centric processes into quickly actionable tasks that salespeople can complete anytime, anywhere. Logging calls and emails, updating your pipeline, scheduling meetings—it all becomes incredibly easy to do with just a few taps on your phone. That means hours of productivity gains per week, shorter sales cycles, and a renewed focus on the moments that matter.

Sales Email Tools
*Templates - Use default and custom templates while composing email
*Tracking - Send tracked emails from your phone, and see when the email is opened
*Salesforce sync - Compose emails that are automatically logged to Salesforce
*Reminders - Set followup reminders on important emails
*Meetings - Share your meeting availability with a couple taps for automatic scheduling
*Signatures - Your Gmail signature is automatically detected and used with the right formatting

Sales Intelligence
*View opportunity information directly in your Inbox
*View your Salesforce opportunity pipeline with all the important details, including custom fields
*Filter the inbox to display emails related to open opportunities
*Gain context on opportunity history while emailing a prospective customer
*Keep track of your Salesforce tasks and emails
*See where and when your emails are being opened

Logging with Ease
*Log emails to Salesforce from your Inbox with one tap (It’s automatically linked to the right contact and opportunity)
*Record activity or notes with ease from the Opportunity history timeline
*Automatic prompt to log a call to Salesforce
*Create follow-up tasks while reading an email