CRM Email Integration options
You have two options regarding the email account. If you are a very small business and has no website, or you do not particularly want to use your own email for communication, then you can opt to use the email id provided by our CRM system. This email id generally looks like info@yourcompany.solastis.com
However, if you wish to email id from your company domain, then it is also easily possible by doing the additional setup. In this case, you can use email id like alex@yourdomain.com to send and receive emails directly in / from the CRM system.
Email ids can be created either generic (Like info, sales, support) OR specific to the user (like John, Jenny).
Full CRM Email integration
Solastis CRM provides full email integration right into the CRM system. Once the configuration is done, all the email is extracted to the CRM, and you also get a full-featured email client in the CRM system for writing and sending your emails. As a result, any email that arrives in the system is automatically retrieved in the CRM system. There are no complex BCCs, or plugins to manually update the email in the CRM system.
Email association to case
Emails received in the CRM system as well as emails send are automatically associated with the correct case. The system scans for the case reference in the email header and associates it to the right case.
In exceptional circumstances, if the email cannot be associated to a case, then it can always be tagged from the email screen.
Email to case
For specific email ids, it is possible to enable creating a new case from incoming emails if the right case for the association is not found. This is particularly helpful for emails where new inquiries keep on coming in. Any time an email cannot be related to any case, the system will create a new case and assign it to the right user.