Email Management

Email is the critical communication in your business, making sure you get the 'whole story' when looking at the email history is a real challenge. With OpenCRM you can archive every email that comes into your email systems* linked to the correct people and any other relevant entities in OpenCRM.

Knowing which emails to keep and which are going to be important in the future is a huge responsibility so why not take this decision away from your users and keep a complete archive of all emails, linked where appropriate to records in OpenCRM.

If you are working with Microsoft Outlook why not consider using the OpenCRM Outlook Add-in its FREE and available on request from This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

See the complete picture with effective email archiving and store all of your emails in one central location. This helps satisfy regulatory requirements when you need an off site, fully backed up copy of all of your email correspondence.

Get an accurate history of your transactions when viewing a Contact record. Take a look at everything that has gone off with this customer by selecting the 'emails' tab. If you need to see what emails have been sent to the Company, easy, this applies to Quotes, Opportunities, Sales Orders, Projects, Tickets, Invoices and much more.

Automatically copy attachments and keep these attachments within the Document Management module within OpenCRM as well as maintaining the links to the original emails. Contacts are linked with a faithful reproduction of their relationship to the original email (To: CC:).

*Email archiving with the Pop2OpenCRM service requires a simple BCC to be set up on your mail-server. Usually this is a straight forward process and will allow all inbound and outbound mails to be archived successfully. For further information speak to one of the sales team to explain how this would work for you.