Tour of CRM2

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Imagine someone on your team gets an email from your customer:

The email is automatically tagged to the order that the customer is writing about. You can then start a discussion with other people at your company. To include someone in the discussion, use @name of the user, just like you would on twitter:

The discussion is then sent to everybody by email:

Just click on the email and you see the message sent to you:

You can respond either by visiting the page for the order:

Or you can just respond to the email:

The email responses show up in the order again. CRM2 keeps track of your discussion:

Also, when anybody at your company writes to the customer from their own email:

CRM2 will synch with those email accounts and automatically log all those emails to the order, so you can see a full thread of what everybody in your company has discussed with your customer.



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