Every CRM asks people to log who they spoke to. Nobody does. Relationship capture does it for them.
What it reads, and what it never does
Connect your Microsoft 365 account and tiny+ reads the headers of your inbox and sent items: who a message was from and to, and when. It matches the addresses to the contacts already in tiny+ and records that you corresponded with them.
It reads only headers. The subject, the body and attachments are never fetched, and nobody sees what was said. Nothing is recorded for anyone who isn’t already a contact, and your own firm’s addresses are never captured.
What you see once it’s running
- Known by, on a contact and a company, gains the people who correspond with them, marked “Corresponds with”, with when they last did.
- Last contact and health count correspondence as contact, for every company and not only those on a plan.
- Relationship plans offer a captured email as the follow-up, so a relationship that is already being kept doesn’t ask to be logged twice.
- Ask understands “who can introduce me to Lendlease” and “which clients has nobody emailed since July”.
Each person is in control of their own mailbox
Each person connects their own account from My Settings and switches capture on for themselves. The first run reads the last twelve months; after that it keeps up by itself. You can set a start date, skip a range of dates, skip addresses or whole domains, and forget everything captured from your mailbox in one click.
Nothing captured is shown to anyone who couldn’t already see the contact. Records older than 24 months are removed every night.
Relationship capture is part of the Pro plan. If you’d like a hand getting your team connected, drop us a line.
