Don’t search for lost emails

Business Pilot has launched a new email integration for its installer business management tool, which automatically pulls emails into the CRM, assigning them to a lead or job, no matter who sends it, to create a clear and instantly accessible audit trail.

Each lead or job is automatically assigned a unique email address as soon as it’s on the system.

Users can then either choose to email as before, directly from the CRM, or copy and paste the email address into their preferred mail client as a CC or BCC address.

“The easiest way is to think about it is as the email address assigned to the job, and the system itself, as being another person in your organisation who needs to know about the content in the email you’re sending,” Elton Boocock, managing director at Business Pilot said.

“If you’re responding to a customer or a prospect, or sending an internal email from within Business Pilot, you can simply select to automatically copy-in the unique email address assigned to that lead or job.

“You can also copy and paste it as an address into whatever email you use. Either way a copy is created and sent back to the CRM and automatically assigned to the specific lead or job. This provides a clear record but is also immediately accessible to your entire team, not lost in your sent items.

“What it doesn’t do is to include every communication if you don’t need to; you’re free to make a sensible choice about what’s relevant and so what’s included in the log by choosing when to BCC the system.”