A Google CRM? Gmail on the customer's record.
Connect your Gmail mailbox and the last ninety days of mail with a contact appear on their record.
Settings · Accounts · IMAP/SMTP
mia@meridian.coConnectedsales@meridian.coConnected1Connect a mailbox- FoldersInbox · SentWindowLast 90 daysCheckedAbout once a minuteWritten backNothing2Spodus reads
Bruno FeltrinCorrespondence · Summit Outfitters
Re: 150 seats, signed order formMia Lund · mia@meridian.co9:41Renewal quote attachedMia Lund · mia@meridian.coMon3It lands on the record
What Gmail gives you.
Mail lands on the record
Messages are matched to contacts, companies and deals by email address, and threaded the way your mail client threads them.
Reply without leaving
A composer on the record sends over SMTP from the address you connected, so the reply reaches the customer from you.
You choose what the team sees
Each mailbox is connected by one person, who decides whether colleagues see whole messages, subject lines only, or just who wrote and when.
The specifics.
Every number here came out of the product rather than a roadmap.
- What kind of connection
- IMAP for reading and SMTP for sending, with the server, port, username and password you would give any mail client. There is no Connect with Google button for mail, and nothing else in your Google account is reachable.
- How far back
- Ninety days. Mail older than that is never fetched.
- Which folders
- Inbox and Sent to begin with. Other folders can be switched on one at a time.
- How often it checks
- About once a minute.
- What gets stored
- The message, and the name, type and size of each attachment. Attachment bytes are never fetched and never stored, so a file stays in your mailbox.
- How mail reaches a record
- By email address. Contacts, companies and deals carry the correspondence tab; other objects do not, and up to 200 messages show against one record.
- Sending
- From the record, over SMTP, from the address you connected. A sent message joins the thread once your Sent folder syncs back.
- Whose mailbox
- Each person connects their own, and the credentials are encrypted. There is no single shared account for the whole workspace.
- What colleagues see
- Set per mailbox: the whole message, the subject line only, or just who and when. Subject line only is the default, and the workspace owner sees everything.
- What Spodus writes to your mailbox
- Nothing at all. No flags, no read marks, nothing moved or filed. Delete a message in Gmail and it leaves Spodus at the next check.
Switching it on.
In this order. Nothing here needs us.
- In Gmail, make sure IMAP is turned on. An account with two-step verification needs a password issued for mail apps rather than the one you type into the website.
- In Spodus, open Settings, then Accounts, and choose Connect via IMAP/SMTP.
- Give it your address and that password, with Google's IMAP and SMTP servers.
- Choose what colleagues see on the record: whole messages, subject lines, or just who and when.
What connecting Gmail does not give you.
- It does not sign you into Spodus with Google and it reaches nothing else in your Google account.
- It is not built on the Gmail API, so labels, filters and Google's own search stay where they are.
- Your Google Contacts are not imported, and no contact is ever created from an incoming message: somebody who emails you is not in your CRM until a person puts them there.
- Calendar is a separate connection and is not part of this one.
- Mail older than ninety days is never fetched, attachments arrive as a name and a size rather than a file, and Spodus writes nothing back to the mailbox at all.
The rest of the list.
It is a short one, and every page says what its connection does not do.
- Email
Outlook
Connect an Outlook mailbox over IMAP and SMTP, where your account and your administrator allow those protocols.
- Automation
Webhooks
Give a workflow its own URL so your systems can start work in Spodus, and let a workflow call yours back.
- Migration
CSV import
Bring contacts, companies, deals and tasks in from a spreadsheet, with seven vendor presets and a duplicate check.
Two ways
to start
Start fresh today, or bring the clients, deals and history you already have.
Start fresh
Free for up to three people.
You get every product: CRM, invoicing, support, team, chat and Spodus AI, which asks before it changes anything. Upgrade when your team grows.
Start for freeBring your data
Bring your data from the tool you use now.
Your deals arrive with their stages, owners and dates. Connect your work email, and each client's emails land on their record. On a paid plan, we'll move it all for you, free.
Your mailbox, on the record.
Start today, or bring your own data to a demo and see it there.
Questions, answered
It is an IMAP and SMTP connection to your Gmail mailbox, which is the same pair of protocols every desktop mail client uses. There is no Connect with Google button for mail and Spodus does not use the Gmail API, so nothing in your Google account beyond that one mailbox is reachable through it.
Only as much as you allow. Each connected mailbox carries one of three settings, chosen by the person who connected it: whole messages, subject lines only, or just who wrote and when. Subject lines only is the default. The workspace owner can see everything, which is worth knowing before you connect a personal address.
No. It goes out over SMTP from the mailbox you connected, so it arrives from your address in the ordinary way. It appears back on the record once your Sent folder is read on the next check, which is usually within a minute.
Yes, if you have its IMAP and SMTP credentials, and it behaves like any other mailbox. It is still attached to your own user rather than to the workspace, and what your colleagues see is still whichever visibility setting you picked for it.
That is the window the sync fetches, and it is a fixed number rather than a setting. It keeps a first connection quick and keeps a mailbox of many years out of a CRM that has no use for most of it. Older mail stays in Gmail, untouched.
No. It connects to one Gmail mailbox over IMAP and SMTP. It does not sit inside Google Workspace, does not read Google Contacts, and is not a CRM for Google Sheets: the only way data reaches a sheet is a CSV export, and the only way in is a CSV import. Apart from that mailbox, the only Google service Spodus reads is Google Calendar, read-only, and only if you connect it separately.
No. Nothing in Spodus reads or writes Google Finance or Google Sheets. The Google connections are a Gmail mailbox over IMAP and SMTP, which puts the last ninety days of mail with a contact on their record, and a read-only Google Calendar. Financial data about a customer is what you type or import: the deal amount, the quote and the invoice, on the same record as the mail.