Email Integration

Email Integration

We realized that your email inbox has become the center of your online life and more than likely your CRM as well. CRMery allows you to integrate those emails into your system and associate them with the appropriate contact, or deal with very little effort.

Tracking
Whenever you send an email to a contact, add your predefined CRMery email address as a BCC and your email will be attached automatically as a note to your contact within the system. Receive an email from a contact? Just forward it directly to your CRMery email address for it to also be included.

Documents
CRMery handles documents as well. Whenever you BCC your CRMery email address on an email you send to a contact CRMery will save a copy of the attachment as a document and assign it to the correct contact or lead.