# Page 2 | Match My Email Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is Match My Email the right Sales Force Automation solution for you? Explore 49 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/195164/Match-My-Email/reviews

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Match My Email

4.6 (49)

[View alternatives](https://www.capterra.com/p/195164/Match-My-Email/alternatives/)

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Last updated March 13th, 2026

# Page 2 - Reviews of Match My Email

## Showing most helpful reviews

Showing 26-49 of 49 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VF

Venessa F.  
Client Service Assistant  
Banking  
Used the software for: 1-2 years

### "Match my email is great!"

January 10, 2020

4.0

Our office all used this platform and are happy with it.

Pros

I never need to be concerned with backing up any emails

Cons

There was one instance that my emails were not linking, but it was great that a pop up reminder was sent to me.

Review Source

Response from RAE Internet

January 14, 2020

Venessa, Thank you for your review! If you ever experience a linking issue in the future, please don't hesitate to reach out to our support staff. We take pride in our app being 100% reliable. Thanks, Sam

CV

Carrie V.  
Renewal Specialist  
Insurance  
Used the software for: 2+ years

### "Best "

January 9, 2020

5.0

phenomenal

Pros

It Matches on many levels policy # and name and email

Cons

I love it cant think of any flaws in the system

Review Source

Response from RAE Internet

January 21, 2020

Carrie, We're very glad that MME helps make your email integration with Salesforce seamless! Thank you for the review. Sam

CN

Cameron N.  
Strategic Account Manager  
Logistics and Supply Chain  
Used the software for: 6-12 months

### "Seamless Integration and Record Keeping"

December 13, 2019

5.0

Match my email has been an excellent tool to automate our email integration with salesforce. Now when an account comes my way or I cover for someone, I can rest easy knowing that I have a full accounting of communications.

Pros

Match my email has been an excellent tool to automate our email integration with salesforce. Now when an account comes my way or I cover for someone, I can rest easy knowing that I have a full accounting of communications.

Cons

Not Applicable, this software has been an excellent tool.

Review Source

CL

Chelsea L.  
Account Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Great for records"

January 9, 2020

4.0

Pros

It keeps all my emails in once place in Saleforce so I can easily access them

Cons

It misses a lot of matches emails and chains for some reason

Review Source

AB

Alexandra B.  
Commercial Lines Specialist  
Insurance  
Used the software for: 2+ years

### "Love the Salesforce Integration"

December 13, 2019

5.0

lost emails

Pros

ease of access in salesforce. Love that all users can see the emails

Cons

limit on what file sizes are uploaded to salesforce

Review Source

MH

Matt H.  
Producer  
Financial Services  
Used the software for: 1-2 years

### "Match My Email for Investment Producer"

December 13, 2019

5.0

I use Match My Email to integrate with salesforce. The integration helps me to trach correspondence with clients.

Pros

The ease and confidence that my emails will be accurately matched to my clients.

Cons

After the initial setup, it was difficult to establish and connect new email addresses.

Review Source

EP

Eddie P.  
Enterprise Sales Consultant  
Computer Software  
Used the software for: 6-12 months

### "Sales Review "

December 13, 2019

5.0

so far it has worked great and have had no issues with the emails not saving to sales force

Pros

Don't have to manually move emails to SalesForce. Does it automatically.

Cons

Sometimes it will add to two different accounts if the email is in both places. not really a way to fix that though when thinking about it unless you could put the email somewhere in salesforce that match my email could not see

Review Source

SM

Sofia M.  
Membership Advisor  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Sofia’s Review "

December 13, 2019

5.0

It is easy to see things at a glance and trigger my memory.

Pros

I like that it is user friendly, reliable and helpful in my business.

Cons

Sometimes it would not work as I needed it to, some glitches would occur

Review Source

PA

Pequetta A.  
Operations Associate  
Investment Management  
Used the software for: 1-2 years

### "Match My Email Rocks!"

December 13, 2019

5.0

Pros

I like the convenience and structure of the software. I use the software daily and don't know what I'd do without it!

Cons

There isn't anything I dislike about the software.

Review Source

JM

Juan M.  
Client Associate  
Financial Services  
Used the software for: 6-12 months

### "Solid Product"

January 9, 2020

5.0

Pros

I like that the software makes it easy to keep track of emails to clients and prospects. It saves me time when looking for old conversations and emails in Elements (Salesforce)

Cons

There are times where emails have not synced to elements or have been lost.

Review Source

MM

Mauricio M.  
Account Manager  
Construction  
Used the software for: 6-12 months

### "End user"

December 13, 2019

4.0

I send emails from outlook and they end up in sales force

Pros

That it was all set up for me. My employer has been using this product as long as i have known them.

Cons

i have no idea how it actually works but that's ok.

Review Source

VR

Verified Reviewer  
Sales Associate  
Financial Services  
Used the software for: Less than 6 months

### "Review MME"

December 13, 2019

4.0

Pros

It is easy to match the emails together without having to go into both of them.

Cons

Some time it takes a while. Which is okay but thats technology.

Review Source

NC

Natalie C.  
Membership Advisor  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Match My Email"

December 13, 2019

5.0

Pros

Quick and efficient way of registering when I email members or leads

Cons

Some times it doesn't register and I have to double check to make sure

Review Source

cW

christina W.  
attorney  
Law Practice  
Used the software for: Less than 6 months

### "Email"

December 13, 2019

5.0

Pros

it is very easy to use and i do not have to go to outlook and attached an email.

Cons

I do not have any problems with this software yet.

Switched from

[8am MyCase](https://www.capterra.com/p/115613/MyCase/)

did not work.

Review Source

ZW

Zach W.  
Financial Advisor  
Financial Services  
Used the software for: 1-2 years

### "Match My email review"

January 2, 2020

3.0

It's a neat tool that is necessary for my role.

Pros

I really like that the program auto syncs all of my emails to the client

Cons

its slow to update sometimes and that is frustrating

Review Source

CH

Cheyenne H.  
Senior Health Advisor  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Match My Email Review"

December 13, 2019

5.0

Pros

It seems to work and be beneficial for my company but not personal use.

Cons

I do not always find it beneficial to my actual job title.

Review Source

EB

Eric B.  
National Director  
Financial Services  
Used the software for: Less than 6 months

### "Match My Email review"

January 9, 2020

4.0

Pros

The cost definitely helps, but our demo was great and served an immediate need. Quick implementation and nice to have a pilot period.

Cons

Some hiccups with SalesForce integration. Our administrators work on this side, but for the most part, seems to work for me

Review Source

PC

Paloma C.  
Accounting Associate  
Accounting  
Used the software for: Less than 6 months

### "Easy to do your job"

December 13, 2019

5.0

it helps me migrate my communications with my client in an easy way so I do not lose any piece of it.

Pros

The easy it is to be used and to transform my emails into active communication with my clients.

Cons

Nothing that I know, I have not experienced any issues.

Review Source

VR

Verified Reviewer  
Startup Cordinator  
Education Management  
Used the software for: Less than 6 months

### "Match My Email"

December 13, 2019

4.0

Pros

I use this service regularly and find it very helpful. It was recommended to me by my office and now I use it in multiple facets!

Cons

Can be overly complicated to set up and had issues when using alongside other softwares

Review Source

LD

Long D.  
Salesforce Admin  
Computer Software  
Used the software for: I used a free trial

### "Works well and keeps our email database uptodate"

January 9, 2020

5.0

Pros

Save time and provides ease of use when it comes to recording emails

Cons

Lightning integration can be better and more intuitive

Review Source

MO

Michael O.  
Sales Manager  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Great Product"

December 13, 2019

5.0

Pros

Easy way to save emails and view them. Recommend!

Cons

Not much that I can think of. Maybe an easier way of viewing all emails.

Review Source

SS

Sarah S.  
Health Advisor  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Simple"

December 13, 2019

5.0

Pros

I like that it keeps my email secure and it is something I don't have to worry about.

Cons

When the email comes, I always question if it is spam or not.

Review Source

CS

Coleman S.  
Sales Representative  
Security and Investigations  
Used the software for: I used a free trial

### "Rare User Review"

January 9, 2020

5.0

Pros

The thing I liked the most was the ease of use. It did not take long to understand the product.

Cons

Everything was fine, just did not need it

Review Source

AG

Amber G.  
Paralegal/Case manager  
Law Practice  
Used the software for: Less than 6 months

### "Match My Email runs in the background"

December 13, 2019

1.0

Pros

I don't really use it. My firm has it for accountability I suppose.

Cons

It doesn't auto match many emails to my files.

Review Source

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