CRM

0 contacts · 0 customers · 0 emails recorded · 0 failed sends

Contacts

Import CSV

Mail

Open Gmail Open Zoho Mail

Browser extension

Install extension

Importing…

CRM is not installed for

Installing creates the shared CRM for every member of this organization: encrypted contacts, CSV import and export, and email sends linked to your provider. Uninstalling later downloads the organization's data first, then removes every record — and once no organization keeps the plugin installed, its database tables are dropped too, leaving no trace.

Ask an organization owner or admin to install the CRM plugin.

Name	Email	Company	Title	Phone	Twitter	Mastodon	Bluesky	LinkedIn	GitHub	Website	Location	Flow	Stage	Deal value	Next step	Owner	Source	Tags	Notes	Last contacted	Actions

No contacts match this view.

Zoho Mail boxes

Imported messages are grouped by thread or similar subject and can be moved into shared boxes.

Connect Zoho Mail in CRM settings, then sync to import messages.

Email activity

Mailtrap sends, and messages linked from Gmail, Zoho Mail or Mastodon

No email activity yet.

Founders outreach

Sponsorship, investment, and partnership asks sent from the organization's default sender. Every send is logged and capped per person per day.

Your account is not on this organization's outreach team yet. Ask an organization owner or admin to add you.

Template To Subject Message (plain text; fill in the [bracketed] parts)

Outreach team

Owners and admins can always send. Members added here can send too; remove them to revoke access.

Pipeline by template

Emails sent

Nothing sent yet.

Add contact

Shared with every member of this organization.

Name Email Company Title Phone Twitter Mastodon Bluesky LinkedIn GitHub Website Location Flow Relationship stage Deal value Next step Owner Source Tags Notes

Pitch deck

A private link to the investor deck for this contact. Opens, time on each page and visits are recorded here.

Send one-off email

Your Mailtrap key is used for this request only and is never saved.

To Mailtrap key From name From email Subject Message

New pipeline

A pipeline is a flow with ordered stages. It opens as its own tab listing every contact in it, and the browser extension can add contacts to it from Gmail or Zoho Mail.

Name Type Ordered stagesOne line per stage. Rename or reorder them later in CRM settings.

Sheet

Rename this sheet and choose who can open it: your organization, picked teammates, or any ForkMesh user by name.

Name Who can open it

Teammates who can open it

Other ForkMesh usersThey see this sheet read-only under "Shared with me" in their own CRM, with only the columns it shows, and can copy it into their organization. Sheets others share with you appear the same way here.

Import Mastodon followers

Your browser reads the account's public follower list from its own instance, then each follower becomes a contact on a list you name next. Importing the same account again updates the followers it brought in before.

AccountA handle or a profile link. Accounts that hide their followers list none.

Map CSV columns

Each column starts on a best guess from its header and its values; change any that are wrong. An Email column is optional: rows without one are added by name, or by company when they have no name.

Tab nameThe list opens as its own tab under this name.

CSV column	Sample values	Import as

Link an email

Attach a message id from your email system. The browser extension does this in one click from Gmail or Zoho Mail.

Recipient Subject Provider message / send id

Mail provider Direction

Status Direct provider URL (optional; settings template is the default)

CRM settings

Shared flows, mail boxes, sender defaults, and an encrypted Zoho Mail connection.

Flows and stages

One line per stage. Starter flows can be renamed, reordered, or replaced.

Shared mail boxesComma-separated; moving a message changes only its CRM box, not its Zoho folder.

Zoho Mail

Data center Mail account ID OAuth client ID OAuth client secret OAuth refresh token

Browser extension

The ForkMesh browser extension for Chrome adds a CRM header and a "Link to CRM" panel inside Gmail, Zoho Mail and the Mastodon instances you add to it. Linking keeps the message id on the contact's record here, and clicking the record reopens the message in that mailbox. The extension is its own Market package: its page installs and updates it, and the same extension fills logins from the Password Vault. Sign in with your ForkMesh account inside the extension, then press Reload from Extensions page after an update.

Outgoing email

Provider name Send URL templateUse {id} where the provider message id belongs. Default from name Default from email

Plugin data

Export everything as JSON at any time, or uninstall the plugin for this organization. Uninstalling downloads the data first, then deletes every contact, email record, and setting; once no organization keeps the plugin installed, its database tables are removed as well.

Start an agent

CRM