Connected communications lets emails and chat messages appear automatically on your lead and deal timelines — without any manual logging. This page explains how it works, how messages get onto timelines, and how automatic entries relate to activities you log by hand.
Raytio's XRM (External Relationships) module manages merchant and external commercial relationships within the platform. It builds on the PRM (Party Relationships) foundation to model merchants as a specialisation of parties, then layers on classification, geographic presence, item catalogues, inbound email handling, authentication configuration, and webhook integration.
This guide shows you how to send an email reply directly from a lead or deal in the CRM. Raytio delivers the message via email on your behalf — you do not need to open your email client.
This guide shows you how to log an email on a lead or deal timeline using BCC capture. After following these steps, the email will appear automatically on the record — no manual logging required.
This guide shows you how to find conversations and read their message history in the Raytio UI.