Email-Based CRM

Your CRM builds itself from your inbox

Stop copying conversations into forms. Ralivi CRM reads your email threads and builds deal records automatically. Context stays connected to conversations. A CRM that tells you what to do next for small sales teams.

See how it works
Email-based CRM showing deal tracking from inbox

The real context lives in your inbox

Traditional CRMs ask you to summarize every conversation. But the details that matter are already in your email threads.

Context gets lost in translation

You log a note after a call. Update a field after an email. Copy quotes into custom fields. The real conversation details get lost.

You're always playing catch-up

Who replied? When did they go quiet? Which colleague got looped in? You're constantly digging through email to rebuild context.

Manual updates slow you down

Every email exchange requires a CRM update. Every call needs a note. You spend more time logging than selling.

What you're missing in traditional CRMs:

Who actually replied and when
How long conversations have been silent
Which documents were shared in threads
Who got CC'd or introduced mid-conversation
The exact context of what was discussed

Ralivi keeps deals connected to conversations

Your inbox becomes your CRM. Context stays connected to conversations.

Reads your email threads

Ralivi scans conversations with your leads and prospects, capturing participant lists, message history, and timing patterns.

Creates deal records automatically

New contacts become leads. Pricing discussions become deals. Meeting invites update stages. No manual data entry required.

Maintains full context

Every deal stays linked to its email thread. See the full conversation history, silence gaps, and who needs follow-up.

What Ralivi captures automatically

Email threads

Full message history and participant lists for every conversation

Recency signals

When someone last replied and how many days since your follow-up

Meeting connections

Calendar integration shows which deals have calls scheduled

Document mentions

Quotes and proposals referenced in email threads

Silence windows

Automatic detection when leads stop responding

Ralivi automatically capturing email context

A deal in Ralivi, end to end

See how a real deal flows from first contact to close, with zero manual updates

1

First contact

Someone emails you asking about your product. Ralivi detects the new contact, pulls their name and company from the signature, and creates a lead record.

2

You reply with pricing

You send a quote. Ralivi logs the outbound message and marks that pricing was shared. The deal moves to 'Quote Sent' without you clicking anything.

3

Three days pass

No reply. Ralivi surfaces this deal on your action list with the note: 'No reply in 3 days after quote sent.'

4

They book a call

The lead replies and schedules a meeting. Ralivi sees the calendar invite and updates the deal to 'Meeting Scheduled.'

5

Close or next step

After the call, you send a contract or proposal. Ralivi tracks it. If they sign, you mark it closed in one click. The entire thread stays attached to the deal.

Common questions

Everything you need to know about email-based CRM.

Related features

See how email-based CRM works with other Ralivi features

Stop logging. Start closing.

Let your inbox be your CRM. Try Ralivi today and see how deals build themselves from conversations.