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Every customer conversation, right on the deal
Email and texts with each buyer now land on their opportunity, where the whole team can see them.
A buyer emails your salesperson's inbox on Tuesday, texts the main line on Thursday, and walks the lot on Saturday asking where things stand. Whoever greets them on Saturday is starting from zero. The email lives in one rep's Gmail and the text is on someone else's phone.
That's the problem we set out to fix in the Trove CRM. Email and texts with a customer now land on their opportunity, so the full conversation is in one place for anyone on your team.
Email from your own mailbox, filed to the deal
Each team member connects their work email from CRM → Settings: Sign in with Google, Sign in with Outlook, or Other email (IMAP) for a mailbox hosted anywhere else, like the email that came with your website. Trove starts importing history right away, and you can keep working while it fills in.
Only customer email comes over. Trove imports a thread only when someone on it is a contact in your CRM, and internal email between teammates is skipped. Personal mail stays in your inbox.
Every opportunity gets an Email tab with every synced thread for that buyer, including threads from a teammate's mailbox, labeled with whose they are. Reply right there and the message goes out from your own address, with your signature and the quoted thread, so to the buyer it's a normal email. Cc a teammate, attach files, and turn on open tracking if you want to know when it's been read.
A new Email page in the CRM sidebar shows just your customer threads, with a quick way to file any that aren't tied to an opportunity yet.
The lender, the title company, and the second email address
Deals involve people who aren't your customer. When a rep emails a lender or title company from an opportunity, the reply now stays on that opportunity's thread, even though the sender isn't a CRM contact.
Sometimes the email you need never synced at all: the buyer wrote from a second address, or a spouse handled it. Click Add from mailbox on the Email tab, search your mailbox by subject or address, and Add the thread. Trove links it to the opportunity and follows it from then on, and offers Add as contact for anyone on it who isn't one yet.
Texts land in the same place
When a customer texts your site's toll-free number back, the reply threads into their CRM conversation. Trove matches the number to the contact, and photos they text, like a picture of their current home, are saved to the opportunity as documents.
If your dealership runs on RingCentral, connect it directly from Marketing Integrations with Connect RingCentral. Texts from the CRM go out from the number you pick, replies thread in real time, and texts your team sends or receives in the RingCentral apps are captured too, so nothing lives only on a salesperson's phone.
Smaller things that add up
- Attach from files. The folder icon in the composer attaches any document already on the opportunity, no download and re-upload. Every document's menu also has an Email action.
- Preview before you send. Click an attachment chip to check the file before it goes out.
- Drafts save themselves. Close the window mid-sentence and the draft is waiting under Drafts, private to you.
- Real links. Select text and click the link icon in the message composer. In a text message, the address follows the linked words so it stays tappable.
- Find who's waiting on you. In Messages, search by name, sort by Most recent customer reply, or turn on Needs response to see only threads where the buyer spoke last.
- Reconnect without starting over. If Google or Microsoft asks you to sign in again, Reconnect keeps your email and signature and only catches up on what was missed.
Why it matters
Deals in this business run for weeks or months and pass through several hands. When the whole history sits on the opportunity, a rep's day off, a handoff to the closing coordinator, or a salesperson moving on doesn't mean losing what the buyer already told you. The next person reads the thread and picks up where it left off.
See it in your CRM
Already on Trove? Log in, open CRM → Settings, and connect your mailbox, or talk to your account manager about setting up texting and RingCentral. New to Trove? Book a demo at buildtrove.com and we'll show you a deal with the whole conversation on it.
