Keep client emails connected to the client record. Attachments go to Vault, replies appear on the CRM timeline, and your IT team controls who has access — without needing a separate email security tool.
The conversation, attachments, tasks and compliance notes stay on the same customer timeline. A team member can move from inbox to CRM without copying context between tools.
Messages are tied to contacts, companies, deals and service tickets, keeping context visible to the whole permitted team.
Built for regulated correspondence — encrypted in transit and at rest, with access controls and audit events aligned with the rest of your HubSecure workspace.
Send, receive and store sensitive documents through Vault instead of loose mailbox attachments.
Convert messages into follow-ups, onboarding checks or service actions without leaving the thread.
Delivery events, ownership changes and approvals stay visible for operational review.
Summaries and draft replies use the customer record and require human approval before regulated actions are sent.
See how Mail, CRM, Vault and Tasks work together for regulated client communication.
Singapore-hosted · GDPR-aligned · EU infrastructure arriving Q3 2026
Included in the Starter plan — from $249/mo · 3 seats included
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