Compose and reconcile
Blake now drafts your reply and watches your invoices. Compose Email turns a rated opportunity into an AI-drafted message with the right people on TO and CC, a tracking BCC that loops replies back to the same opp, and an editable preview before your mail client takes over. Revenue mirrors Moneybird invoices into Blake hourly, matches them to companies by email domain and name, and offers one-click links for the ones the sync cannot place.
A rated opp is ready to be moved. Two things tend to happen next. You send a follow-up. Eventually, you invoice. Until this week, Blake watched both ends from a distance and let you handle them in other tools. As of this week, both surfaces live inside Blake.
Compose email
On any opp rated Cadillac, Steak knives, or Coffee, there is a new button: Compose email. Click it. Blake reads the context already attached to the opportunity (forwarded emails, document text, enrichment notes, the deal title, the stage) and drafts a reply for the people on the deal.
The draft renders inline. TO is the primary contact. CC is the rest. The subject is "Re:" the prior thread when there is one, fresh otherwise. The BCC is a per-opportunity address: <slug>+sent-<oppid>@crm.blakecloses.com. Edit the subject and body in place, hit Open in mail client, and your mail client sends the message from your address. We never send mail for you.
When the prospect replies (or you forward your own sent copy in from another client), the +sent-<oppid> token tells Blake which opp the message belongs to. The activity lands on the same card, attributed to you. The thread keeps moving on the same opportunity.
If the first draft is not what you would write, Recompose generates a new one without collapsing the panel. The previous draft stays on screen until the new one is ready.
Revenue
A new tab. Admin-only. It appears after you connect Moneybird in Settings (administration ID plus a personal API token, both stored encrypted, the token never shown again after save).
Every hour, Blake pulls every sales invoice in your administration. Not just this year. Not just non-drafts. Everything. Blake then auto-matches each invoice to a Blake company two ways.
First, by the email domain on the invoice contact. An invoice to billing@acme.com slots under Acme Corp if Acme already exists in this workspace. Second, by company name when the domain does not resolve. Whichever match fires first wins.
For invoices where neither test hits, the row stays unmatched in the Revenue table with two actions on the right.
+ Add to Blake. One click creates the contact from the invoice email, creates the company if it does not exist, kicks off Blake's standard enrichment in the background, and the invoice attaches itself the next time the sync sees it.
Link to existing. Opens a searchable picker of Blake companies. Pick one, the link is recorded in a new lookup table, and every sync after that routes that Moneybird contact to that Blake company without asking again.
Invoice PDFs are mirrored into a private storage bucket on Blake's side and served through a Blake-hosted viewer that works on a phone. No bouncing out to Moneybird, no second sign-in, no "open in a new tab" friction.
Mobile gets a card layout that fits invoice number, amount, state, contact, and the same two actions in the unmatched case. Desktop gets the table.
What stays the same
The Renewals tab still hides until at least one opp has a renewal_date. The Revenue tab hides until Moneybird is connected. Blake's nav stays clean for workspaces that have not turned a feature on. Surfaces appear when they are useful, not before.
What is next
Outbound. Tightening +sent-<oppid> parsing for reply chains that get messy after a few hops (forwarded forwards, mobile signatures that strip headers, helpful corporate gateways that rewrite Reply-To).
Revenue. Matching invoices to contacts by email when there is no company hit, so an unmatched contact at a known company is no longer the limiting factor. After that, a workspace-level dashboard for invoice state over time, with the same matched/unmatched lens.
Send the email. Watch the invoice. The deal moves through Blake from the first forwarded thread to the day the money lands.