No more “Did you reply to this?” Assign emails, @mention teammates, and collaborate on responses—all in one thread.
Respond faster, win more deals
Speed is a competitive edge. Missive helps your team triage incoming leads, prioritize hot requests, and hit SLAs with shared inbox visibility and built-in accountability.
One place for every conversation
Route emails to the right person, merge duplicate requests, and track responses, without switching tools. No more forwarding, CC'ing, or chasing updates across platforms.
Built for the way your sales team already works
Use Gmail, Outlook, or any other email provider? Missive integrates with your existing tools, no need to rebuild your sales stack.
Stay aligned, never overlap
No more “Did you reply to this?” Assign emails, @mention teammates, and collaborate on responses—all in one thread.
Respond faster, win more deals
Speed is a competitive edge. Missive helps your team triage incoming leads, prioritize hot requests, and hit SLAs with shared inbox visibility and built-in accountability.
One place for every conversation
Route emails to the right person, merge duplicate requests, and track responses, without switching tools. No more forwarding, CC'ing, or chasing updates across platforms.
Built for the way your sales team already works
Use Gmail, Outlook, or any other email provider? Missive integrates with your existing tools, no need to rebuild your sales stack.
“Before Missive, we were duplicating work, stepping on each other’s toes. Now we just assign and move forward.”
Assign, tag, and reply to emails as a team, without stepping on each other.
Internal Chat on Emails
Collaborate on replies directly within each thread.
Due Dates & SLAs
Never miss a follow-up or bid deadline again.
Analytics & Reporting
Track email volume, response time, and performance by rep or project.
Email Templates
Send polished replies faster, without rewriting every time.
A better alternative to traditional helpdesks
Helpdesk Tools
Missive
Personal replies
Ticket-based, robotic
Feels like real email
Internal collaboration
Basic notes
Chat, tagging, & assignments
Multi-device support
Limited mobile apps
Same power, on every device
Integrations
Limited or clunky
Custom triggers & automations
What sales teams are saying
4.8
→ Over 500 reviews
Before switching to Missive, our sales team was using Google tools for email and task management, but we often faced technical issues—especially when handling a large volume of emails. Since adopting Missive, our workflow has become much more streamlined, and collaboration between team members is faster and more efficient.
Crucial in allowing real time communication with my sales team and support crew relative to the hundreds of detail driven emails we see on a daily basis. Huge Help.
We’ve been through many workflows as our team is growing, with Missive seeming to be the answer to our prayers! Being able to comment on individual emails, tag others has been such a help for us in our sales process!
In a world where new AI tools are releasing every day, we're going to share some practical ways to use AI within email and your inbox.
AI and email management go hand in hand.
There are AI tools dedicated to helping you clean your inbox (like SaneBox) and plenty that help you draft emails better and/or faster.
In a world where new AI tools are releasing every day, we're going to share some practical ways to use AI within email and your inbox.
At the end of each section, we'll cover some of the best AI email tools and AI assistants that can help you be more efficient in your inbox—whether you're a Gmail or Outlook user.
Here at Missive, our users get a lot of emails—100+ in a day in some cases. We crowdsourced the most practical, helpful AI suggestions that real businesses are using to maintain a clutter-free, productive inbox.
How is AI most commonly used in email?
Before we jump into the examples, these are the three broad buckets where AI is used within inboxes:
Clean emails
Draft emails
Kick off other tasks
For cleaning emails, there is usually a deep purging functionality (i.e., archive all emails before a certain date) as well as a new system to keep your inbox clean after the purge (i.e., auto-categorization into folders/labels). Clean Email is a great example of this bucket.
For drafting and writing emails, you can create prompts that take into consideration your writing style, structure, and tone and add in resources for AI to pull context from—most commonly, your knowledge base or website.
For kicking off other tasks—this is the most exciting part of AI within your inbox. Certain tools (like Missive's AI-powered rules) allow you to automate a set of actions based on the context of an email. Imagine every email gets assigned to the right people, a set of tasks is created, a label or folder is applied, and an entry is made in your CRM—without a single human interaction. That’s magic!
Let's get to the AI-powered magic.
We're highlighting Missive's AI-powered rules in the examples below, but you can create your own AI email automations with your favorite tools, and we include some recommendations.
Here are the 6 best AI email workflows.
1. Use AI to auto-label and archive to reduce noise
Our inboxes get inundated every day, but not every email deserves equal attention. A clean inbox needs a system of categorization.
Historically, you could set up automations based on sender, message content, etc.—but now with AI, you can understand the context of emails, which changes email management entirely.
It's like having an AI assistant read each email and then categorize it based on the context within. It's far more robust than just looking at the sender domain.
If you don't already have some form of auto-labeling, auto-folder categorization, or archiving automation running, here are a few examples to get you started:
Is this email promotional in nature → Add "Promotional" label → Archive
Is this email a receipt or invoice → Add "Receipt" label → Forward to bookkeeper → Archive
Is this email a newsletter → Add "Newsletter" label → Archive
By auto-filing certain emails out of your inbox using AI, you'll be able to focus on the ones that need your attention. And when you have some free time, you can visit your newsletter label to catch up on industry insights.
Most modern email clients have some version of this built in. If you're looking for an add-on tool for Gmail or Outlook, we cover those below as well.
Best AI email client that can auto-categorize emails:
Missive — Inbox collaboration for teams
Pros:
Super flexible rules that can create any categorization system you can dream up
Designed for team collaboration (team and personal inboxes)
Supports Gmail, Outlook, and more
Plans start at $18/user/month
Cons:
You must manually set up each rule, even defaults like Promotions in Gmail
Superhuman — Great for keyboard shortcut lovers
Pros:
Supports Gmail and Outlook
Natural language features (e.g., "snooze for a couple weeks")
Cons:
Expensive at $30/user/month
Steep learning curve if you're used to a traditional email client
Shortwave — For an AI-first inbox
Pros:
AI-powered inbox search
Internal commenting for teams
Split inbox tabs
Cons:
Only supports Gmail
Best AI add-on for Gmail/Outlook to auto-categorize emails:
SaneBox — AI email organizer that integrates with your existing client
Pros:
Keep using your current client
"Deep Clean" feature for inbox reset
Free trial available
Cons:
Limited to inbox cleanup and categorization
Requires time investment for training
Unroll.me — Alternative to SaneBox, bulk email cleaner for any provider
Pros:
Simple UI ("Keep", "Block", or "Roll Up")
Free to use
Cons:
Uses your data for advertising
2. Use AI to trigger a set of tasks based on email type
AI can save time inside your inbox—but using it to trigger external workflows is where the magic really happens.
Example: A real estate business receives emails from both buyers and sellers in a shared inbox. Their workflows are completely different, so we used AI to identify the intent and trigger specific assignments, tasks, and summaries for the right team members.
If you have different workflows depending on the email, you can use AI to detect the context and automate accordingly.
Best AI automation builders for email:
Relay.app — AI-first workflow builder
Pros:
Super easy setup
Lots of templates
Free plan (200 steps, 500 AI credits)
Cons:
Fewer integrations than more established tools
Zapier — Classic builder, now with AI
Pros:
Massive integration library
Lower cost at scale
Cons:
Only 100 free Zaps on the free plan
No AI credits included
Missive — AI rules built into the collaborative inbox
3. Use AI to auto-unsubscribe from emails you don't read
Inbox maintenance is like pruning a tree—it requires regular attention.
With AI clients, workflow builders, or Missive rules, you can automatically clean up emails without manually clicking "unsubscribe."
Set it up narrowly (specific senders or domains) or broadly (based on open behavior, like emails unread for 30+ days).
Solutions like SaneBox include versions of this, though some manual training may be required.
4. Use AI to escalate urgent emails to management
Say you run an accounting firm where each client has a dedicated team and inbox.
Most messages are about invoices, but occasionally, an urgent email from the CEO arrives that needs management's attention.
AI can identify urgency and escalate the message automatically to the right person.
Other tools can do this too—but may require you to create specific folders/labels and rely on manual monitoring.
5. Use AI to draft emails for common questions
This works best if you have a large, public knowledge base or help center that the AI can reference. If you do, you can use one of the newer AI models that allow you to search the web.
Here's the prompt we use at Missive for our support team:
You are an expert customer support specialist for Missive, the collaborative team inbox platform. Your job is to draft accurate, empathetic, and clear replies to customer inquiries based only on official Missive documentation.
If documentation does not cover the topic, acknowledge it and offer to escalate to the dev team.
Never invent features or information.
Do not include email addresses, links to support, or "feel free to contact us."
Always acknowledge the user's concern first, then offer solutions.
When referencing documentation, create inline links (link words or phrases), never paste full URLs.
Style:
Begin with "Hi [Name]," or "Hi there," if unknown.
Be professional, empathetic, and concise.
Use simple, clear explanations with a positive tone.
Always use active voice.
No signatures or closings (the email client handles that).
Process:
Carefully read the user's full message.
Search Missive documentation for relevant answers.
Classify response type:
Feature Request: "This is not possible at the moment, but you can open a feature request so others can upvote it. You'll be subscribed to updates if we work on it."
Malfunctioning Rule: Request screenshots of rule setup, a link to related conversation(s), and examples of the issue.
Sharing/Configuration Issue: Request a screen recording showing the behavior.
If information is missing, clearly state it and escalate.
Response Structure:
Friendly greeting
Acknowledge the issue
Provide the explanation or solution
State any next steps
Invite further questions if needed (no sign-off)
Note: Keep all responses strictly tied to Missive's documented functionality.
Now, if you want to get crazy with it. You can create an automation where a draft is created every time an incoming email fits a specific criteria. And you can use AI to help you determine which email triggers the automation.
6. Use AI to give you a summary of incoming sales leads
Don't want to pay for contact enrichment tools? Use AI to summarize new prospects.
It adds context directly to the email thread, so you can start conversations better informed.
For more robust enrichment, tools like Clay or CRMs like HubSpot and Salesforce offer AI-powered data collection.
Final thoughts
We hope these ideas help you clean emails, draft faster, and automate smarter.
All the tools mentioned above offer a “fresh start” feature to deep clean your inbox and begin anew.
Whether you're using SaneBox with your current client or switching to an AI-first inbox—there's no reason your email shouldn’t flow to the right people and places automatically after setting a few AI-powered rules.
If you're looking for an AI-powered email client uniquely designed for teams—give Missive a try. No credit card needed, and our free trial includes access to AI rules.
Discover five powerful yet underused Missive features that can transform your workflow.
When I started my career, my first experience with team emails was chaotic. We had multiple inboxes, scattered conversations, and constant back-and-forth about who was handling what. It was a nightmare.
At my last job, we used Missive, and it was like night and day compared to my previous experience. However, it wasn't until I discovered some of its hidden features that things really clicked for me.
Over the past few years, I've used Missive daily, and for the last year, I've been helping Missive customers uncover all its hidden gems. Today, I want to share the five features that transformed how I handle communication. These aren't the flashy features – they're the practical, everyday tools that can make a difference.
1. Merging Email Threads
You know when someone starts a new email thread about something you're already discussing in another thread? This used to drive me crazy. But in Missive, you just drag one conversation onto the other, and they merge into a single thread. Everything stays in order, nothing gets lost, and suddenly all your context is in one place.
Merge two conversations into a single one.
Real-world examples where this shines:
When a customer replies to an old email instead of the original thread for the same issue
Multiple customers reporting the same issue
Getting quotes from different suppliers
Project discussions that branch off and need to be reconnected
Pro tip: You cannot undo the merging. BUT you can move messages of merged conversations to new private or shared ones.
2. Your Sidebar, Your Rules
At first glance, customizing your sidebar might not sound revolutionary. But trust me – it's like finally organizing your desk after years of chaos.
Here's what makes it special:
Move your most-used mailboxes to the top
Hide the stuff you rarely touch
Group things however they make sense to YOU
Create separate sections for different projects or clients
Customize the sidebar to your liking.
Here's how different teams use this:
Support Teams:
Support Team Inbox at the top
Urgent issues section with labels
Team chat of the Support team
Archived mailbox hidden but accessible
Sales Teams:
Hot lead labels front and center
Separate sections for each pipeline stage
Quick access to Sales team room
'Follow-up' label visible pinned
Project Managers:
Project-specific inboxes grouped
Client communication sections
Team room easily accessible
Deadline-sensitive items labels
Pro tip: You can also create whole new sections. Just drag an item on top of the +More button in the sidebar.
3. Type # and Save Hours
This feature is really powerful: inserting canned responses inline. Do you know what I'm talking about?
Just type a hashtag followed by your response name, and boom – your full message appears right where you're typing. No more copying and pasting, no more digging through templates.
Insert canned responses without leaving the composer.
My team's favorite uses:
#hi: Personalized welcome messages for new email requests
#followup: 'Thanks for reaching out'
#lmka: 'Let me know if you need anything else, I'd be happy to help'
#meet: Inserts a link with my Calendly availability link
#thanks: Thank you messages with next steps
Power User Tips:
Create variations of common responses (formal vs casual)
Include variables for personalization
Set up team-wide responses for consistency
For intensive-use phrases, use short, memorable hashtags
Create responses in multiple languages
4. The Command Bar (Ctrl/Cmd + K)
If you learn one keyboard shortcut in Missive, make it this one. Press Cmd+K on Mac (or Ctrl+K on Windows), and you've got instant access to pretty much everything.
One shortcut to rule them all.
Things you can do from the command bar:
Create new emails, events, or tasks
Access settings and preferences
Switch between 1:1 rooms
Search for specific messages
Manage rules and labels
Open contact books
Set a status
And much more!
If I were to time-track myself for a week with and without using the command bar. The difference? About 3 minutes saved each day just from reducing mouse usage and menu navigation. Compound this to a year, and you'll see how powerful it can be.
5. Custom Thread Names That Actually Make Sense
This last one's simple but brilliant. You can rename your email threads to whatever you want.
Instead of: Re: D-001-2 Ext. Non-Variable → You can call it: Partnership with Titan
Here's how to configure Missive for firm-wide clarity, accountability, and efficiency, especially if you're running pods.
If you're building or scaling an accounting firm, your email system shouldn't be a bottleneck. Missive is a collaborative email platform designed for team-based work, perfect for accounting firms adopting a modern, client-centric workflow. One of the most effective structures is the POD model.
Here's how to configure Missive for firm-wide clarity, accountability, and efficiency, especially if you're running pods.
What Is a POD?
A POD is a small, cross-functional team, typically 4–6 people, designed to serve a set group of clients. Each pod includes a senior (e.g. manager or controller), one or more juniors, a coordinator/admin, and optionally an offshore or tech specialist. This structure creates:
Clear ownership
Streamlined communication
Resilience when staff changes
1. Create One Team Space per Pod
Each POD should be its own Team Space in Missive. If you have less than 20 clients, you could set up a team space for each client or by each type of client.
If you're more than 20 clients, you might want to set up based on service line (tax, bookkeeping, etc).
Add pod members as Members to receive notifications
Add partners or senior leadership as Observers so they can monitor without being overloaded
This gives each pod its own inbox, chat room, and shared task list.
2. Use Dedicated Shared Inboxes & Aliases
Each pod needs a clear front door for client emails. You can:
Assign poda@yourfirm.com to Pod A's inbox
Use aliases like payroll@yourfirm.com, tax@yourfirm.com and route them to the appropriate pod
Allow juniors/admins to send as the pod alias; seniors can use personal addresses when necessary
This allows routine client requests to come from a shared firm alias for consistency, but significant communications (e.g. year-end reports or advisory) can come from a named partner.
Missive allows team members can choose the appropriate sender identity on each reply, and you can even manage multiple signatures for different aliases.
Aliases are free and unlimited in Missive. Shared accounts are limited to 5 per user, so if your organization has 10 Missive users, you’re limited to 50 shared accounts.
Pro Tip: Using shared aliases helps maintain continuity when staff change, your clients won’t need to update their address books.
3. Route Emails to the Right Pod Automatically
Missive’s rules engine lets you direct emails where they belong:
Match by client domain: @clientabc.com → Pod A
Use AI or keyword rules: "urgent", "payroll", "report" → tag, assign, or escalate
Send email from your webform to a centralized address and route based on form content
Example rule for escalating urgent emails:
4. Define Clear Pod Roles Inside Missive
Use Missive’s permission structure and collaboration tools to mirror pod roles:
Junior staff: Assign themselves emails, draft/reply to clients, tag colleagues
Admin/coordinator: Maintains pod task board, assigns triage (if not automated), handles scheduling
Senior: Steps in for escalation, reviews drafts, monitors inbox passively via Observer role
Partner/leadership: Observer across multiple pods or all pods
5. Use Assignments and Internal Comments
Instead of emailing colleagues, @-mention them in the email comment pane
Assign conversations to individuals for clear ownership
Use Missive’s Close action when work is complete
This is more direct and less error-prone than relying on the traditional "cc" model, plus, it’s logged, so later you can see “this was assigned to John on Jan 5”.
If something needs a manager's attention, assign it to the manager or add an “Escalated” label.
The visibility of assignments is part of what makes Missive a “shared inbox on steroids,” giving everyone clarity on responsibilities.
6. Track Tasks with Missive or Project Tools
Missive offers two strong workflows:
Option A: Use Missive’s Native Tasks
Turn an email into a task
Assign due dates, owners
Add tasks or checklists inside conversations
Option B: Integrate with ClickUp, Asana, etc.
Click to create a ClickUp task from an email
Use Missive rules to generate tickets (advanced setups via Missive's API or use tools like Relay.app, Zapier, and Make.com)
7. Escalate Smartly Using Rules
Don’t rely on memory. Let Missive flag important messages:
Time-based rule: If a message is unresolved after 48 hours → alert senior
AI rule: If email contains urgency or escalated tone → assign to senior
SLA rule: Label messages breaching response time
These automation rules reduce dropped balls and keep client service high.
8. Maintain Firm-Wide Structure
For cross-pod needs (billing, onboarding), create a Central Ops Team Space
Allow specialist roles (e.g. offshore bookkeeper) to be Members of multiple pods
Use color-coded labels to track workflow statuses firm-wide
9. Sample Workflow in Action
Step
Action
Tool Used
1
Client emails podA@yourfirm.com
Routed to Pod A's Team Inbox
2
Junior drafts reply, assigns themselves
Missive
3
Tags Senior to review draft
Missive + internal comment
3
Senior reviews draft, gives green light to send
Observer role + internal comment
4
Client confirms, junior closes conversation
Missive – close thread
If you start to add in Rules, especially their AI rules, a number of these steps can be automated.
10. Transition Tips from Real Firms
Start with 1–2 pods before scaling to the full firm
Train teams on internal comments, assignments, and closing threads
Use the same client-facing email addresses (i.e. Julie@yourfirm.com) to keep the transition seamless
Review rules weekly early on, adjusting for accuracy
Why It Works
Client-focused: Each pod owns client relationships
Team accountable: Clear ownership of email, tasks, and service
Flexible: Add pods as your firm grows
Resilient: Staff changes don’t break communication chains
The POD model lets your accounting firm scale without chaos. Combined with Missive's visibility, rules, and collaboration tools, it becomes a high-trust, high-efficiency operating system for client service.
FAQ
How does Missive help my firm stay compliant with client data privacy and security standards?
Missive supports accounting firms with tools to ensure confidentiality and audit readiness:
Granular Access Control: You control who sees what using Team Spaces and account-level permissions. Sensitive inboxes can be shared only with specific individuals.
Transparency & Audit Trails: All actions (assignments, comments, replies) are time-stamped and visible to teammates. This visibility prevents emails from being lost in personal inboxes.
Retention Coordination: Missive syncs with your email server. Ensure your Gmail or Outlook accounts retain emails long enough to meet compliance needs.
Data Portability: All email communications remain on your email server, allowing you to use tools like Google Vault or Exchange for discovery or exports.
Enterprise-Grade Security: Missive is SOC 2 Type II certified. It offers encryption in transit and at rest, optional single sign-on (SSO), and admin-level control over access.
Can we still use our existing email addresses (e.g., Outlook or Gmail)?
Yes. Missive works as an overlay to your existing email provider (Microsoft 365, Gmail, etc.). Your team keeps their email addresses and Missive syncs everything in real time, without changing your domain or setup.
What happens when a staff member leaves, do we lose their emails?
A: No. All emails, assignments, and internal comments stay visible to the team. Conversations don’t live in personal inboxes, they live in shared team spaces. You can reassign messages, check history, and maintain continuity easily.
Can Missive integrate with our existing workflow tools (like ClickUp, Xero, or Slack)?
Yes. Missive integrates with ClickUp, Trello, Aircall, HubSpot, and more. You can create tasks directly from emails, log calls, and pull in CRM data, all without leaving the app. Zapier and API access also allow custom integrations.
Discover how agencies, firms, and service companies can manage client emails with ease using Missive.
Discover how agencies, firms, and service companies can manage client emails with ease using Missive. This guide offers practical tips to streamline communication, organize shared inboxes, and improve collaboration. Perfect for teams looking to eliminate email chaos and deliver exceptional client service.
It's the start of another week, and your email inbox looks like it exploded overnight. Messages from clients are piling up – a mix of red-flag emergencies, projects stuck in limbo waiting for your team to weigh in, and threads that are probably scattered across your coworkers' accounts too. Does this hit close to home? Most professionals know exactly what this email overwhelm feels like.
The Challenge Every Client-Centric Business Faces
Traditional email wasn't built for modern client service. Whether you're a law firm juggling complex cases, a marketing agency coordinating campaign approvals, or a bookkeeping firm handling time-sensitive financial documents, you know the struggle. Your team is brilliant at what they do, but email chaos can make even the most organized professional feel overwhelmed.
That's where Missive comes in – not just as another email tool, but as your team's command center for client communication.
What Makes Missive Different? (Hint: It's Built for Teams Like Yours)
Think of Missive as your email client on steroids. But instead of just making email faster, it makes it smarter. Here's what I mean:
Ever wished you could see what your colleague already told the client? With shared inboxes, you can.
Frustrated by clients CCing half your team hoping to find the right person? In Missive, everyone sees and can chat inside the same thread.
Tired of having multiple threads about the same service or case? Our merge conversations feature has got your back.
Need to draft an email live with a colleague like in a Google doc? With collaborative drafting you can.
Need to loop in your designer on a client conversation? One-click assignments make it seamless.
Best Practices for Configuring Missive for Client-Centric Communication
1. Set Up Shared Inboxes
The first step in managing client cases is to consolidate relevant communication into shared inboxes. This ensures your team has access to the conversations they need to collaborate effectively.
Set up team-specific inboxes (e.g., marketing@yourcompany.com) to direct emails to the appropriate departments.
Drag-and-drop emails received in personal accounts to appropriate Team Inboxes. Or create rules to automate this process.
Pro tip Easily stay on top of every message by accessing your team’s shared inbox and filtering by specific criteria like “Assigned to...” Whether you’re monitoring progress or ensuring nothing slips through the cracks, Missive’s filtering options make it simple to keep your communication organized and easy to find.
Create labels for each client or project (e.g., “Client: Johnson & Co.” or “Project: Website Redesign”).
Add labels to differentiate tasks or stages (e.g., “Proposal Sent,” “Awaiting Feedback”).
Proposal sent
Awaiting Feedback
Completed
Missive’s Rules can automate this organization by applying labels or tags based on email content or sender.
Description
Johnson & Co auto-labeling
Conditions
Fromends with johnson.com
Actions
Apply label(s) Johnson & Co
3. Assign Conversations to Team Members: Flexibility for Complex Mandates
Client work often revolves around mandates or projects requiring input from multiple experts or teams. Missive’s assignments feature helps you manage this complexity with ease.
Assign Conversations to Individuals or Teams: Direct emails to the appropriate team member or Team Inbox. For example:
A law firm might assign a contract review email to a paralegal before it goes to an attorney.
A marketing agency might assign initial project emails to an account manager before involving designers or strategists.
Reassign as Projects Evolve: Projects often require input from different specialists at various stages. Missive allows you to change the assignee as needed. For instance:
A bookkeeping firm might transfer a case from a junior bookkeeper to a senior accountant for tax filing.
Bookkeeper
→
Accountant
→
Account Executive
A legal case might move from a general attorney to a compliance expert.
Use Comments for Smooth Handoffs: Add internal comments to provide context when reassigning tasks, ensuring no details are lost in transition.
This flexibility makes Missive an ideal tool for handling non-linear workflows, ensuring accountability while supporting seamless collaboration.
4. Use Canned Responses for Common Emails
Save time by creating templates for frequently sent emails, such as:
Client onboarding emails
Progress updates
Invoice reminders
5. Integrate Your Favourite Tools
Missive integrates with popular CRMs, task managers, and other platforms. Alternatively, you can also create your own custom integration to let you access critical client information directly from your inbox.
6. Track Deadlines and Tasks
Missive’s Tasks feature lets you stay on top of deadlines and deliverables:
Convert emails into tasks to track follow-ups or required actions.
Assign tasks to team members.
Pair this feature with Labels to track tasks by client or project.
7. Collaborate in Live Drafts
Some emails require input from multiple team members before they’re sent to clients. Use Missive’s Collaborative Writing feature to work together on sensitive or detailed communications.
Write your email draft and tag other members of your Missive organization.
Team members can review, edit, and comment in real-time.
This is particularly valuable for legal teams drafting contracts or marketing agencies working on creative proposals.
8. Search for Quick Access
Missive’s search functionality allows you to quickly find emails, attachments, or notes related to a client or project. Use search operators (Outlook or Gmail) to filter searches by:
Keywords
Labels or tags
Specific attachments
Much more
Pin frequent searches to the sidebar to make your workflow even more efficient.
Ready to Transform Your Client-Centric Communication?
If you're tired of email chaos and ready for a more organized, collaborative approach to client communication, Missive might be exactly what you need. Start with these basics, then customize as you go – your future self (and your clients) will thank you.
No more lost emails, no more communication silos, just smooth, efficient client service.
