Your email stays yours. Save what matters.
Two ways to put the right emails on the right customer record — and nothing else comes across.
Outlook Add-in
Save to Astra, without leaving Outlook
The Astra CRM add-in puts a Save to Astra button in Outlook. Open an email, choose the attachments you want to keep, and save it to a contact, a company or an opportunity.
You decide what is kept
Only the email you open, and the attachments you tick, are saved. The rest of your mailbox is never touched. Your team sees the conversation on the customer's timeline, so the next person to pick up the account doesn't have to ask what was said.
Mail Viewer
Your mailbox, inside Astra CRM
Prefer to stay in one place? The Mail Viewer lets you read your Outlook / Microsoft 365 mailbox from inside Astra CRM, so you can check a customer's emails without switching windows.
The data stays on your mail server
Astra shows your mailbox as it is on your mail server. It doesn't build a second copy. Only when you decide does an email transfer into Astra. If the sender isn't a customer yet, you can create them as a new contact at the same moment.
Opt-in, per person
The Mail Viewer is switched off until each person turns it on in their own preferences, so nobody's inbox is opened up by default. Once a conversation has been saved, replies to it can be added to the same record automatically. That's a setting each person controls.