Learn EverReady, step by step

In the Google Workspace Admin, make sure your employees email addresses are typed correctly. EverReady treats every address labeled as a work address as a mailbox to sync, so setting the right type ensures clean, complete synchronization.

EverReady creates and enriches contacts from email signature analysis, only on accounts that already exist in your CRM. It fills name, professional email, landline and mobile, job title, LinkedIn, postal address, seniority (5 levels) and job function (16 families), and tags every contact. It dedupes by email, never deletes existing data, refreshes mailboxes every 10 minutes, and looks back 2 months when a new account is created. It excludes internal domains, public domains such as Gmail, Yahoo or Hotmail, and generic addresses such as no-reply, newsletter, admin or contact. Contacts it cannot auto-assign appear in Contacts to validate.

Emails are synced as standard CRM objects, queryable in dashboards and workflows, capturing sender, recipients, subject, body (configurable) and attachments up to 5 MB. EverReady syncs emails on existing contacts and leads, on contacts linked to opportunities (the primary contact when there are several), and 2 months retroactively. Emails in CC are synced, emails in BCC are not. Threads keep the latest message with the history attached as a PDF. Filtering by keywords, message size, senders and time windows is configurable. It excludes internal and public domains, generic addresses, and any subject marked Private, Confidential or Personal, in 14 languages.

Meetings are synced as standard CRM objects, queryable in dashboards and workflows, capturing organizer, participants, subject, body (configurable) and attachments up to 5 MB. A meeting is synced on contacts and leads only when at least one participant already exists in the CRM, and on both records when a contact is duplicated. The same privacy and exclusion rules as emails apply.

EverReady captures calls made on Android mobiles and logs them in your CRM with their date, duration and inbound or outbound direction, on the matching contact, with no VOIP and no extra hardware required.