Conopeum Core Features and Workflows

Overview

Conopeum turns Gmail threads into tasks that remain synced with Google Tasks. You can manage work by assigning members, organizing tasks into sections, and tracking time across multiple Google accounts.

Creating Tasks

Turn any email into a task without leaving your inbox. When you add a task, Conopeum automatically creates a customer record from the inbound email using case-insensitive matching to prevent duplicates. If a match is found, any missing name or phone details are backfilled from the new submission.

Organizing Work

• Sections: Mirror your pipelines (like sales or support) using sections. Each workspace has specific members and roles.
• Ticket Merging: If a customer sends two different threads, you can merge them into a single task.
• Multi-Gmail: Connect several Google accounts to a single workspace for a unified view.

Integrations

Conopeum connects with your favorite tools to streamline your workflow:

• Plutio: Enjoy two-way sync for customers, tasks, comments, and time entries. Time categories are resolved in a specific order: customer, then section, then workspace default.
• Canva: Start blank designs or use brand templates from a task. Exported files sync to Google Drive and link back to the task.
• MyMarky: Send tasks as social media drafts. Attachments upload to the Marky library, and a link is added back to the Conopeum task.
• Fathom: Automatically convert your meeting notes into tasks.
• Avaza and Atarim: These integrations are coming soon to support teammate time mirroring and website feedback collection.

Troubleshooting

• Duplicate Customers: If you see a duplicate warning, it means Conopeum matched an existing customer via their email address.
• Time Tracking: Ensure your time categories are set at the customer or section level to override workspace defaults.