Build stronger relationships

All orders and inquiries in one place

Connect shared inboxes or Google Groups (e.g. quotes@, orders@) to Drag boards to organize orders and inquiries. Share them with your team, so everybody is on the same page. No more cc’ing or forwarding emails around.

Keep track of client context

Have all the context you need around a customer from one place: email, contact info, to-do lists, notes, files, order history. No more back and forth between Gmail, CRM, task management tool, and team chat.

Easily assign emails to team members

Ensure that every message has an owner, it takes only 2 clicks. Or automatically assign incoming emails based on keywords, email sender, or email receiver.

Automate repetitive tasks

Automate repetitive tasks, like moving emails from a specific client to specific boards, or auto-assigning emails with certain keywords (e.g. “invoice”) to specific team members. Let Drag do the hard work so you can focus on your clients.

Track workload and team performance

Understand activity levels across workspaces and view the performance of your team at a glance. Slice and dice with different reporting for real-time insights.