The System Essentials in ShareBuilder CRM include everything you need to get logged in, stay connected, and get help, all within your workflow. These are the foundational tools every user should set up and know how to use on day one.
Key tools include:
Login Access – Securely log into your CRM profile with personalized credentials
Connected Mailbox – Sync your email inbox to auto-log activities and tie communication to Accounts and Opportunities
ShareBuilder Assistant – Access on-demand support, FAQs, feature updates, and submit requests directly in-app
Together, these tools make up the backbone of your CRM experience, ensuring seamless communication, support, and efficiency.
The System Essentials are designed to support this belief by helping you:
Start strong – Get into the system fast and know where everything is
Stay synced – Connected Mailbox ensures your CRM reflects your real communications
Self-serve answers – No more waiting around for help
Stay organized – CRM does the tracking so you can focus on selling
Improve the platform – Your feedback shapes what we build next
When these tools are used together, you get the full benefit of a CRM that works with you — not against you.
Enter your login credentials (usually provided via email or by your manager)
If you encounter login issues, contact: helpdesk@share-builders.com
This feature automatically logs your email activity with Accounts and Contacts into CRM.
Click your profile icon (top right), then Connected Mailbox
Follow the prompts to authenticate your email
Once connected, your CRM will begin logging relevant activity automatically
Important: If you're using assistant@share-builders.com to log activity, do not use Connected Mailbox as well as this will result in duplicate logs.
This in-app widget is your first stop for:
Asking questions
Finding help articles
Reporting bugs
Submitting feature requests
Reading release notes
Viewing our product roadmap
To launch:
Click the 
chat icon in the bottom-right corner of any CRM page
Start typing your question or select from available options
If needed, a member of the Client Services team will follow up
