Bruce Kuczinski Asked:
“Is there a way to forward an email to Agent CRM from my desktop? For example, I receive an email from a client and respond. I would like to bcc myself in Agent CRM to create a record of the interaction, tied to the client.”
The Answer:
Currently, Agent CRM does not support forwarding emails from external email clients (like Gmail or Outlook) to automatically log them into the system. However, there are effective strategies to ensure your client communications are well-documented within Agent CRM.
Strategies for Tracking Client Communications
- Utilize Agent CRM’s Built-In Communication Tools:
- Whenever possible, initiate and respond to client emails directly within Agent CRM. This ensures all interactions are automatically recorded in the client’s history.
- Manual Logging of External Emails:
- If you correspond with clients using external email platforms, you can manually log these communications in Agent CRM by adding notes to the client’s record. This practice maintains a comprehensive view of all interactions.
- Explore Integration Options:
- While direct email forwarding isn’t available, consider using integration tools like Zapier to connect your email client with Agent CRM. This setup can automate the process of logging emails, reducing manual effort.
Learn More
For additional insights on managing client communications effectively, explore these resources:
- Blog Post: Step-by-Step Guide: Insurance CRM Tips to Boost Your Business
- Blog Post: How Insurance Agents Can Get More Clients – Part 5: Mastering Follow-Up Texts
Bonus Resource: Watch and Learn
For a visual demonstration on managing client communications within Agent CRM, check out this video:
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