Account continuity
New owners open the folder and immediately see the conversation history, not a summary with gaps.
Client success and account teams
Hand off accounts without forwarding half the story.
MailLedger keeps requests, escalations, renewals, and sent replies in the same account folder so the next owner inherits the real history, not a rushed handoff note.
Need centralized deployment? Contact for a team rollout.
Search. File. Done.
Find the right folder and file the message in two clicks.
Acme Tower
Clients / Acme / Tower Renovation
Smart Suggestions
Recent
Harbor Point
Clients / Harbor Point / Leasing
West End Legal
Matters / West End / Discovery
June Renewal
Accounts / Northstar / Renewals
AI Enabled
Acme Tower
Clients / Acme / Tower Renovation
Smart Suggestions
Recent
Harbor Point
Clients / Harbor Point / Leasing
West End Legal
Matters / West End / Discovery
June Renewal
Accounts / Northstar / Renewals
AI Enabled
Why this workflow works
Account continuity breaks when the inbox is the only memory.
Client-service teams lose trust when history is trapped in one person's inbox. MailLedger keeps the account record in the shared Outlook workflow so handoffs, escalations, and renewals start from facts instead of memory.
Outgoing account managers forward a few threads, but the real context stays buried.
Escalations revisit the same questions because nobody can see the full history fast.
Renewal risk rises when promises and sent replies are not preserved in one place.
What you get
One place to open, review, and trust.
Better escalation prep
Support and leadership can review what happened before joining the customer call.
Renewal confidence
Keep commitments, objections, and follow-ups in the same account ledger over time.
How it works in practice
The workflow stays simple because it stays in Outlook.
No separate CRM workflow to maintain
Teams stay in Outlook instead of splitting history between the inbox and another tool.
Sent replies stay with the client record
MailLedger keeps the back-and-forth intact so the folder reads like a true timeline.
Export for QBRs or exec review
Pro gives teams a clean record to share when the review audience is outside the mailbox.
Trust and control
Straight answers on security and control.
Microsoft sign-in, metadata-driven filing, Outlook-native records, and straightforward billing.
Microsoft sign-in
Users sign in through Microsoft with the scopes needed for filing and mailbox actions.
Metadata-based filing
MailLedger files from sender, recipients, subject, date, and history signals.
The record stays in Outlook
MailLedger upgrades the Outlook folders you already use instead of moving the record somewhere else.
Stripe billing
Checkout and billing run through Stripe.
Centralized deployment
IT admins can deploy MailLedger across Microsoft 365, while solo users can install it themselves.
Pricing
Start free. Keep the record in Outlook.
Every plan starts with a 14-day free trial. Card required. Cancel before renewal and pay nothing.
Starter
File email and keep replies in the Outlook folders you already use.
$5.99/month
14-day free trial. Card required.
Best for solo users, owner-led businesses, and lean teams that need a clean record without changing workflow.
- Smart filing inside Outlook
- Send & File for replies
- Fast folder search
- Outlook web and desktop
Pro
Everything in Starter, plus exports when the record needs to leave Outlook.
$15.99/month
14-day free trial. Card required.
Best for audits, disputes, client reviews, and any workflow that needs a portable record.
- Everything in Starter
- One-click PDF export
- One-click CSV export
- Shareable audit trail
Capability
Starter
Pro
Autofile conversations into Outlook folders
Included
Included
Keep sent mail in the same record
Included
Included
Fast folder lookup in Outlook
Included
Included
Portable PDF export
-
Included
Portable CSV export
-
Included
Billing runs through Stripe after your trial. Cancel anytime.
Team rollout
Need centralized deployment or billing-owner approval?
Self-serve works for individual buyers. MailLedger can also be rolled out through the Microsoft 365 admin center for larger teams and controlled deployments.