Shared when you want, private by default

What you share is available to everyone who needs it, where they need it. What’s private stays private. You decide what to share and who sees it.

What you see, and why you see it

Your emails, events, and files come from your inbox, shared mailboxes, or the records your colleagues choose to share with you. See them together and always know where each one came from.

YoursEverything you’d have without Carom—your mail, your calendar, your private threads.
The team’sShared mailboxes you subscribe to, like sales@ and support@.
Shared with youThreads, contacts, and files teammates chose to share.
KY
Kevin YooRe: Onboarding planning
SK
Sarah KimTherapy follow-up
Private
PL
Patricia LeeRe: Q1 budget alignment
team@bankshot
DP
Diana PakNew lead — Lakeside Clinic
sales@bankshot
JR
Jamie RoeRFP responses — please review
From Taylor
PN
Priya NairContact · every email and file
From Morgan

Sharing, only ever on your terms

Sharing is simple and specific: you always know who will see what, and you control how long they can see it.

Share this threadOnboarding planning — Arcwell Health
Grant ongoing access to future messages?Otherwise users will only see messages through today.
Share with these users and groups
Share this contactPriya Nair
Include all interactions with this contact?Otherwise users will only see basic contact information.
Share with these users and groups
Personal contact
Do you want to make this contact visible to everyone?

Emails and files you’ve exchanged will still be private, but your colleagues will see this person’s contact information and will be able to add comments.

Make this a global contact
Share this mailboxsales@bankshot
SalesGroup · 4 people
ML Morgan LyleFinance
SK Sarah KimEngineering
Save sharing settings

Talk about it where it happens

Have your discussion inside the thread, contact, organization, or file, so nobody has to reconstruct the conversation or its context later. @mention a teammate and they’ll join the discussion there. Comments are internal, so your customers never see them.

An email thread titled Onboarding planning — Arcwell Health with two comments marked Internal: Alex Chen mentions @Jamie to start the onboarding plan, and Jamie Reeves replies with a three-week plan

Notifications, not CCs

When you’re mentioned, assigned a task, or something new is shared with you, Carom tells you in the app instead of sending another email.

JR

Jamie shared a thread with you · Wildgrove demo follow-up

now
TB

Taylor assigned you a task · Send Mileport revised proposal

28m
AC

Alex mentioned you in a comment · “@Taylor can you own the SOC 2 reply?”

1h

sales@ received a new lead · Lakeside Clinic

2h
ML

Morgan shared a contact’s history · Priya Nair, all interactions

3h

Watch a team work together.
The live demo has shared threads, comments, and a full notification feed.