The conversation stays next to the record.
Send and receive client mail from the workspace, linked to the account, project, invoice, or task it belongs to.
No card · Live in minutes
In context
not a side inbox
Linked
to the work
Inbox
Go-live checklist sign-off
INV-2041 — question on line 3
VPN ticket follow-up
Sound familiar
Three questions worth asking first.
Where Kestrio differs
Most PSAs leave mail outside the product. Kestrio keeps the thread next to the account, project, or invoice it is about.
Client mail living in a personal inbox the rest of the team cannot see?
Searching Slack for the thread that belonged to an invoice?
Forwarding a PDF because the conversation was never linked?
What's included
What you get.
The mailbox is in the workspace.
Inbox, sent, archived, and spam filters
You send without switching apps.
Compose with To, Cc, Bcc, and attachments
The thread has a parent record.
Link threads to accounts, projects, invoices, and more
Reply stays in context.
Reply and forward without leaving the PSA
What Mail covers
- Inbox
- Sent
- Archived
- Spam
- Compose
- Attachments
- Related records
- Reply
- Forward
In the same layer
Keep going.
Executive summary
Margin
32%
Utilization
84%
DSO
19d
Analytics & reports
Dashboards, alerts, decision surfaces
Automations
Runs today
212
Failed
0
Timesheet submitted
Notify approver
Ticket breaches SLA
Escalate + Slack
Invoice overdue 7d
Send reminder
Automations
No-code rules and approval chains
Automations
Runs today
212
Failed
0
Timesheet submitted
Notify approver
Ticket breaches SLA
Escalate + Slack
Invoice overdue 7d
Send reminder
Approvals
One inbox across the firm
Can I search mail?
Use filters — All, Inbox, Sent, Archived, Spam, and Starred. There is no search box on Mail.
What can a thread be linked to?
Account, contact, project, task, invoice, expense report, credit note, timesheet, time entry, or milestone.
Is there an attachment limit?
8 MB per file and 25 MB total per message.
Put mail on your ledger.
Set it up on a real engagement and see it against your own numbers. Start free, or [email protected]