Email communication has become so important to your business why would you entrust what you keep and what you throw away to your users. With Pop2OpenCRM you can keep a full archive automatically for all email communication sent to and from your business*.
Pop2OpenCRM polls an inbound and outbound mailbox that you set up and copies the emails into OpenCRM, archiving them against relevant Contacts.
If an email is sent from an entity within OpenCRM such as an Opportunity any replies are automatically linked to the Opportunity to help keep a full audit of activity which is easy to see and in context.
Pop2OpenCRM supports standard POP accounts and secure Pop access for an added layer of security - this allows access for accounts such as Googlemail or where there is a secure mail policy in place.
Pop2OpenCRM allows you to set up dedicated email addresses on Projects and have all emails sent to this email address collected and stored against this project. Great for survey work, feedback or project collaboration.
Automate your support desk with Pop2OpenCRM - have tickets created automatically when sent to a dedicated address. Any replies can trigger workflow rules within OpenCRM including notification of a record needing action.
Set rules to decide how you should manage privacy for a certain email address or domain! Pop2OpenCRM faithfully recreates the email in OpenCRM with any privacy flag options that have been set on the original email.
* All you need to do is set up a BCC rule within your mailserver to copy emails into the appropriate mailboxes [inbound & outbound] for Pop2OpenCRM to work - Please speak with your IT Administration to check if this is possible.