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Asset Commitment Schedules

Manage and track asset finance deals directly in Salesforce.

Equifax Credit Check

Run and manage title searches directly within Salesforce for faster, safer due diligence.

Amortisation Schedule

Create Amortisation Schedules in Salesforce CRM for every single Deal

Auto Log Email Records

No More Manual Logging Just Smarter Communication Tracking

PPSR Schedule Automation

Auto-extract data from PPSR reports to build and export asset schedules in Salesforce.

PPSR Searches

Run PPSR Searches Directly from Salesforce CRM

WhatsApp, Phone & SMS Integration

Connect and communicate with clients via WhatsApp, calls, and SMS all within Salesforce.

Document Collection Tool

Request, receive, and manage client documents securely within Salesforce.

Title Search Integration

Run and manage title searches directly within Salesforce for faster, safer due diligence.

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  • Auto Log Email Records

Automatically Record Emails in Salesforce CRM

Tired of copying and pasting emails into your CRM? With our Salesforce CRM solution, you can automatically log emails to the right client, deal, or opportunity—without lifting a finger. Say goodbye to manual data entry and missed communications. Every email you send or receive is captured, stored, and linked to the correct record in Salesforce, so your entire team stays aligned and informed.

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  • Automate Email Logging

No More Manual Logging — Just Smarter Communication Tracking

Tired of copying and pasting emails into your CRM? With our Salesforce CRM solution, you can automatically log emails to the right client, deal, or opportunity—without lifting a finger.

Say goodbye to manual data entry and missed communications. Every email you send or receive is captured, stored, and linked to the correct record in Salesforce, so your entire team stays aligned and informed.

  • How It Works

Seamless CRM Integration

Our system seamlessly integrates your Outlook or Gmail with Salesforce CRM, allowing emails to be tracked automatically in the background.

Send and receive emails as normal from your preferred inbox

Emails are automatically linked to the appropriate contact, lead, or opportunity in Salesforce

Attachments, conversations, and replies are saved along with the email record

No need to copy, forward, or log emails manually ever again

  • Key Benefits

Why It Matters

100% Email Visibility

Ensure every client email is tracked—no gaps, no lost messages. Whether it’s from sales, admin, or finance, every interaction is captured.

Save Hours of Admin Time

Free up your team from repetitive data entry. Let Salesforce do the work of logging communications behind the scenes.

Keep Teams in Sync

With all email interactions recorded in one place, everyone—sales, brokers, and operations—has full context on every deal.

Boost Compliance & Transparency

Create a permanent, auditable communication trail for each deal or client, supporting industry regulations and internal policies.

Use from Any Device

Whether you're on desktop or mobile, in Gmail or Outlook, email logging works seamlessly in the background.
  • Ideal for Teams

Perfect for Brokers, Sales Teams & Client Managers

From initial inquiry to deal settlement, email is a core part of your workflow. With automatic email logging, you ensure every important conversation is recorded, searchable, and accessible across your team—without slowing anyone down.

Make Email Tracking Effortless

Let Salesforce CRM handle your email records, so you can focus on building client relationships—not logging data.

Ready to see it in action?

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to explore automatic email logging in Salesforce CRM