Read-only email
Your deal mail, together with the next draft
Gmail stays with the deal. ProxiClose drafts replies; you approve and send.
Illustrated workflow · Read-only email
Deal mail
Read-only
Conversation
Filed by deal
Reply draft
Waiting for your OK
Workflow illustration. After approval, the agent sends.
How it works
-
Connect read-only Gmail
Access stays read-only.
-
Group the conversation
Summaries stay with the deal.
-
Review the draft
You approve, then send.
What you still decide
- Confirm possible new deals.
- Edit and approve reply drafts.
- Send messages yourself.
ProxiClose does not provide legal advice. Forms commitments →
Only deal summaries are kept from email
- Message bodies and attachments are not stored.
- Sensitive details are removed before storage.
- Wire instructions are never read or filled.