Manage all client conversations from where they start. Focus on delivering results, we take care of the rest.
Trusted by professional services companies all over the world.
Professional Services Software in Gmail.
From marketing agencies to accountancy firms, consulting groups to law firms, Drag brings collaboration, workflow, and productivity together for professional services teams to focus on delighting their clients.
All client conversations in one place.
Connect shared inboxes or Google Groups (e.g. clients@, services@) to Drag boards and share them with your team. If you’re collaborating with clients or contractors, you can share them, cross-domain.
Keep track of client context.
Have all the context you need around a client or project from one place – email, to-do lists, notes, files. No more back and forth between Gmail, CRM, task management tools, and team chat.
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. a client name) to specific team members. Let Drag do the hard work so you can focus on your clients.
Communicate, smarter.
Know when clients read your emails. Use (shareable) email templates with custom fields to send fast emails and bring consistency across your team. Apply calendar-integrated due dates to never miss important deadlines.
Work together to provide a “wow” experience.
Assign emails to team members and know who is working on what. Share drafts or even reply on behalf of each other. Need help from a teammate? @mention them in the internal chat, within the context of that specific client and conversation.
Measure team performance.
View the performance of your team at a glance. Slice and dice with different reporting for real-time insights and stay on top to deliver an outstanding client experience.
Absolute Marketing saves 20 hours a month with Drag
āI love that I can organize my inbox into sections so I can see everything and know what is coming up next, rather than snoozing it or moving it to a folder to be forgotten forever!ā
Elizabeth Pampalone
Founder @ Absolute Marketing
ā³ 20 hours
saved per month.
š§Ā 20,000 emails
handled per month.
š„Ā 3 inboxes
shared in Gmail.