Automatic email archiving
Imagine a world where your email exchanges with contacts are automatically saved in your CRM. This is not a dream, but a reality with Webmecanik Pipeline.
My contact is already in the CRM
Do you need to schedule meetings, share documents, send quotes, or plan follow-ups? Organize events for each contact to keep track of all your interactions, meetings, and relevant information.
My contact is not yet created
Don’t fret if your contact isn’t in your CRM. You can easily create a new contact using the email address. This saves time and streamlines the contact creation process.
Benefits of email archiving in your CRM
Email archiving saves time and centralizes essential contacts. This helps you focus on what matters most. Gathering details prepares your sales actions, keeping you organized and efficient.
If a team member is unavailable, you can access the full history of exchanges to follow up on projects seamlessly.
The communication history is invaluable for understanding the right sales approach, based on your contact’s activities and opportunities.
