For most people in sales, email is the most important way to communicate with leads and customers. So, you’re definitely not wrong in expecting great integration between your emails and CRM. However, with all the different CRM possibilities out there, it can be difficult to figure out what to expect from an email and CRM integration. So, let’s get that out of the way first and provide a list of useful features you should look for.

Before we begin: Are your needs more specific?

If your needs are more specific, we have created separate general classifications for: CRMs that integrate well with Gmail CRMs that integrate well with Belize WhatsApp Number List Google Workspace CRMs that integrate well with Outlook and Microsoft Office 365 However, if you don’t have a Google or Microsoft inbox, keep reading below!

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Que recursos você pode esperar de um CRM 

Here are 10 key features you can expect from a CRM that integrates Last Review well with your email inbox: Update and use your CRM from your email inbox Real-time synchronization of your emails and calendar meetings with your CRM Automatically create contacts for people you’re emailing or meeting with Automatically enrich your contact database by synchronizing your contacts’ email signatures Envie sequências de e-mail automatizadas e personalizadas a partir de sua caixa de entrada de e-mail Use email templates (shared or private) when sending emails from CRM See who your colleagues know and how well they know them with “relationship

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