I was researching CRMs recently and could not find a single one that offered imap or pop3 integration. Which means you have to bcc every outgoing email and forward every incoming one just to achieve a conversation history within the context of CRM data. On the flipside I couldn’t find either an email client that offered minimal CRM features to be able to do this well either.
I just want to open a contact and see entire history plus any notes, tags, data Ive added…
I just want to open a contact and see entire history plus any notes, tags, data Ive added…