Get emailed information into your CRM system with one click
Available in version 4.4 of the JunariCRM+ product, Junari customers who want to file emails into their CRM now have a neat solution to their once-apparent-
Users simply forward an email to a dedicated ‘FileIt’ mailbox within their company mail domain (i.e. firstname.lastname@example.org)
When sending e-mails, if the e-mail is ‘BCC’ed to the FileIt address, then it will be automatically filed to the customer history as a ‘sent’ e-mail.
When receiving e-mails from customers, they can be forwarded to the FileIt address and they will be filed into CRM+ as a Received e-mail – and users can use standard email client rules to further automate and streamline this process.
If there are any attachments on the email when it is forwarded to FileIt then these will also be filed against the relevant client record.
iCalendar internet standard integration is also available - which means that it auto syncs the JunariCRM+™ calendar into iCal compliant calendars, such as smartphones, outlook, thunderbird etc
And because the JunariCRM+™ product (v4.4.1) has got Reference Numbers against Projects, Project Tasks and Opportunities users are able to file directly against these for even more “one-click-
At last! A powerful business CRM solution that tackles those common-sense but sadly all to rare common-application software problems.