Flagship product

Email OS

Email OS turns inbox chaos into CRM-connected action.

CRM-native email with Gmail sync and send today, Microsoft readiness, and team workflows designed for revenue teams — not bulk marketing blasts.

Gmail sync & send

Connect Gmail with OAuth. Sync CRM-linked threads and send only after explicit Review & Send confirmation.

Microsoft readiness

Microsoft 365 OAuth path prepared for production rollout after domain verification.

Needs Reply

Surface conversations that need a human response with SLA-aware prioritization.

Team Inbox

Shared visibility on CRM-linked threads with assignment, routing, and SLA tracking.

AI summaries & drafts

Summaries and reply drafts you edit and approve — no auto-send.

Templates, snippets & signatures

Reusable templates, snippets, signatures, and merge fields for consistent replies.

Custom merge fields

Org-specific merge fields for personalized, CRM-aware outbound email.

SLA, routing & holidays

Routing rules, holiday-aware SLA foundation, and inbox analytics.

Activity & audit exports

Operational review and accountability for sync, send, and settings changes.

Document AI handoff

Attachment import path into Document AI for extraction and assist workflows.

Every outbound message requires explicit human confirmation. UP1 does not auto-send email and is not positioned for bulk marketing campaigns.