processes and rules
Standard and custom objects
Sync activity across accounts, contacts, leads, opportunities and your custom objects.
Privacy first
Private, confidential and personal emails and meetings are excluded automatically.
Shared mailboxes
Connect shared inboxes like contact, sales or support in a few clicks.
Custom filters
Set your own rules: text or HTML format, message size, attachments and more.
Conversation threads
Find the full email conversation thread, exactly like in your usual mailbox.
Meeting types
Automatic recognition of meeting types: demo, workshop, follow-up and more.
Salesforce
Connect
Link Outlook, Gmail, MS Teams and mobile in a few clicks, with no VOIP required.
Capture
Emails, meetings and calls flow into Salesforce automatically, on the right records.
Filter and protect
Private and personal interactions are excluded before anything reaches your CRM.
Analyze with AI
Engagement, decision-makers and deal risks surface on every account and opportunity.
Einstein Activity Capture
| Einstein Activity Capture | EverReady | |
|---|---|---|
| Data storage | Stored on AWS, hard to report on | Native Salesforce records |
| Privacy control | Limited exclusion options | Advanced rules for private and personal data |
| Objects covered | Standard objects only | Standard and custom objects |
| Calls and meetings | No call capture | Mobile calls plus Teams attendance |
| Reporting | Restricted, not fully usable | Full native reporting and dashboards |
| AI insight | Basic activity timeline | Engagement, decision-makers and risks |
Frequently Asked Questions
How does EverReady capture activity automatically?
EverReady connects to your Outlook, Gmail, Microsoft Teams and Android mobile, then logs emails, meetings and calls against the right accounts, contacts, leads and opportunities in Salesforce, with no manual entry from your reps.
Which channels and activities are captured?
Emails and calendar events from Outlook and Gmail, Microsoft Teams meeting reports, including participants, attendance time and show-up status, and Android mobile calls with date, duration and direction, all without VOIP.
How is privacy protected?
Private, confidential and personal emails and meetings are excluded automatically. You can also define custom filters based on format, message size and attachments, so only relevant business activity reaches your CRM.
Can I capture activity on custom objects?
Yes. EverReady syncs activity across standard objects and your custom objects, adapting to your own processes and business rules.
How is EverReady different from Einstein Activity Capture?
EverReady stores activity natively in Salesforce instead of on AWS, so your data is fully usable in reports and dashboards. It adds advanced privacy control, custom objects, mobile call capture and AI insight into engagement, decision-makers and deal risks.
Is activity capture GDPR compliant?
Yes. Activity capture runs natively in your CRM and excludes private and personal interactions, so your data stays in your own environment and remains fully compliant.
Every interaction, in your CRM
See how EverReady captures your emails, meetings and calls and turns them into AI insight, so your team sells with less admin and sharper forecasts.
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