track all your communication

Email Integration

Email Management Matters 

Organising and importing emails has never been easier.

Our email integration creates a history of every interaction with your prospects and clients. The CRM system automatically captures your incoming and outgoing emails and stores them automatically into the relevant matter. 

This gives your team complete transparency of all correspondence, so you can see what’s been followed up and what was said.

The emails can be veiwed with a summary grid letting you select a preview to display before taking action.

You can also choose to import your emails ditrectly from Outlook whilst working outside the CRM. 

 

 

email office 365
CASELOAD BENEFITS

Benefits of Email Integration

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