Email/CRM Software - Basic Needs

[RyanAmazonFBA]

Hi,

We're an agency and are looking for software that can automatically pull in received and sent emails from Gmail for clients.

We're not interested in seeing employee emails for anything else that's not client related, however we want all emails to clients to sit in a shared location that anyone can access. We've noticed that when employees go on annual leave or are off sick, it's very difficult to access emails (other than to reset their password which I don't like doing).

Ideally we'd be able to still use Gmail to send and receive emails, but have a software that pulls these emails into a client project or something. We don't want to manage tasks, sales leads etc as we have software for this. Just trying to find something that doesn't add too much effort to the team and ideally sorts this all automatically.

Can anyone recommend anything?

 

[antropy]

Simple, get each user to set up a forwarder that forwards everything to an email address of your choice. That can be done in Settings.

Paul.

 

[Paul FilmMaker]

Hi,

We're an agency and are looking for software that can automatically pull in received and sent emails from Gmail for clients.

We're not interested in seeing employee emails for anything else that's not client related, however we want all emails to clients to sit in a shared location that anyone can access. We've noticed that when employees go on annual leave or are off sick, it's very difficult to access emails (other than to reset their password which I don't like doing).

Ideally we'd be able to still use Gmail to send and receive emails, but have a software that pulls these emails into a client project or something. We don't want to manage tasks, sales leads etc as we have software for this. Just trying to find something that doesn't add too much effort to the team and ideally sorts this all automatically.

Can anyone recommend anything?

Just about every CRM does this. So Hubspot talks to gmail so this works. Workbooks. Salesforce if you're feeling rich (I used to work for Salesforce and Oracle CRM).

I can't remember about Pipedrive etc... but from recollection, every CRM I've looked at has some method of doing this except really old stuff like Goldmine.