3p0.ai CRM
Company work with an evidence trail
A private CRM for contacts, pipeline, tasks, projects, budgets, documents and authorised company context.
Optional Gmail connection
A CRM participant may connect a Gmail account with read-only access. The CRM cannot send, delete, label or modify Gmail messages.
Only messages that the participant deliberately places under the dedicated CRM/… label for a company are copied into that company's private email triage. Nothing else in the mailbox is imported.
The participant reviews those copies before linking any of them to a CRM contact or organisation. Access can be disconnected from the company Email page.
Access
The CRM is currently available by invitation. For account, privacy or data requests, contact the 3p0.ai administrator who issued your invitation.