July 20, 2009
Email Integration in CRM-FREE
Category: Upgrades
We are pleased to announce a new feature in CRM-FREE, the ability to send emails into your CRM-FREE account. All paid users now have their own CRM-FREE email account which can be used to send emails to create new contacts, add a note to an existing contact or project, add a calendar item to an existing contact, project or a personal item, bcc an email you are sending to a contact to keep a record in CRM-FREE or to forward an email you received into CRM-FREE to keep that in the contact's record.Now all data can be kept in one place and you have more options to quickly get data into your CRM-FREE account. If you are not logged in you can quickly and easily send an email into your account so that you don't forget to make a note of something or to add a new contact and their phone number.
We have also added email templates. From the Settings tab you can now add a template for emails you send frequently. These templates can merge contact data and when you send them from a contact's record it automatically adds your CRM-FREE email address as the bcc address to keep a copy of the email in their record for you.