CRM

Most CRMs die because nobody fills them in. Macro’s CRM builds itself: because your team’s email already flows through Macro, contact and company records are created and kept up to date automatically as you work. There’s no importer to run and no fields to type.

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Records build themselves

When someone on your team emails an external contact, Macro creates a contact record for them and groups contacts into companies by email domain — everyone @acme.com rolls up to one Acme record. Each contact tracks its first and last interaction, so you can see the full history of a relationship at a glance. Generic tool and vendor domains (the SaaS notification emails every company gets) are filtered out so the CRM stays about your actual customers. New companies are enriched automatically with public data: name, description, logo, website, industry, headcount, funding, location, and social links land on the record without anyone touching it.

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One shared view of every relationship

Open Companies from the sidebar to browse your team’s accounts. A company page shows its domains, contacts, and email threads in one place — with Team and Me tabs so you can see either everything your team has exchanged with that account or just your own threads. Contact pages work the same way. Every company and contact also has a discussion thread, so deal notes and context live on the record itself instead of in a side channel. And like everything in Macro, CRM records are blocks: @mention a company or contact in a doc, task, or channel, and agents can use your CRM as context like the rest of your team memory.

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Email sharing, with control

CRM is a team feature, and it’s where Macro’s email auto-sharing lives. When Email Sync is on for a company, your team’s email threads with that company become visible to teammates in the CRM — that’s how sales never has to forward “see thread below” again. Turning it off for a company keeps the record but makes its threads private to their participants. Team admins can also hide a company or contact entirely, which removes it (and its threads) from the team’s view. Members see visible records; admins and owners can edit records, toggle Email Sync, and manage hidden ones.