CRM with Email Integration


What is Email Integration in CRM?

Email Integration in CRM allows you to connect your existing emails with CRM. With this you get to send your emails to CRM contacts directly from the CRM app without the need to switch between multiple applications. In addition to that it significantly boosts your productivity by organizing various CRM entities against the email sent to them so that you get a clear timeline based view of your email interaction with any contact.





Email Integration in ToolsonCloud CRM

In Tooloncloud CRM, you can quickly integrate your email and do many things faster and better.

Send Emails to your leads and contacts directly from CRM

Keep track of Email interactions with any contact in CRM in timeline view

Use your own email address by connecting to your existing email servers via SMTP


Create and save Email templates for recurring emails

Send emails faster using saved email templates at the click of a button

Instantly email to contacts from various pages with auto populated fields



How does it benefit you?

  • Saves time spent juggling between apps

    You spend less time juggling between different apps such as excel tracker, email application which can often become a productivity killer. You are not required to spend time reading CRM data in one app and then copy pasting contact emails into another email app to send mails.

  • Automate typing repetitive emails with Templates

    With Email templates in ToolsonCloud CRM, you can save time spent on typing repetitive emails such as welcome emails, followup emails, invoicing emails, etc. You can create and save email templates and next time whenever you send an email, you can just select a template at the click of a button to get it auto populated.

  • Better tracking of every email interactions with prospect

    You can associate every email with a lead, deal, contact, organization, so that whenever you revisit the entity, you can quickly take a glance at your email interaction history. This saves a significant amount of time spent scrambling around multiple emails in your inbox to search for critical information about a deal.

  • Improve productivity by sending emails faster.

    You can instantly send emails from various pages such as leads, deals, contacts as well as organizations. Our Email editor quickly auto-populates necessary fields to help you send emails faster, so that you can focus more time talking to customers than spend on sending emails.




More features to empower your sales team:


Task Management

Set deal follow-up tasks and reminders and never miss an activity.

Lead Management

Seemlessly Capture, Nurture and Qualify leads to deals.

Deal Management

Track your opportunities from stage of initial contact to deal closure.


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