Replies: 4 comments 8 replies
-
Yes we should definitely build that, I agree. I had logged in a similar idea in the discussion section: #211 First step would be to implement a new type of activity (currently we only have notes, then tasks will come this week, a we probably need a third category that describes a past activity I want to log). Then leverage the google sign-in to import email through this as a first step. Then offering a more generic imap solution would be great. I would say this is on the medium-term roadmap so something that is very likely to be fully implemented before end of year, but not likely to be implemented in the next 5 weeks. |
Beta Was this translation helpful? Give feedback.
-
For now I am using folk.app and to be honest its main main argument against twenty is how it handle email conversation. Being able to reply directly in your crm and to catch up on all onversation at a glance is a must. |
Beta Was this translation helpful? Give feedback.
-
I did a quick investigation on IMAP yesterday. I don't think it's something we want to have to maintain ourselves, it seems full of small details that would be very costly. |
Beta Was this translation helpful? Give feedback.
-
As e-mail is the most important business communication channel, a CRM application not showing in- and outbound e-mail messages for all clients and contacts, regardless of which e-mail server/service is used, is IMHO seriously if not fatally deficient. Implementing native integrations for all major e-mail platforms/protocols ought to be your highest priority. |
Beta Was this translation helpful? Give feedback.
-
Good feature available in hubspot for instance is the ability to synchronize your email account and attach mails or conversation from a customer to an opportunity/company account.
It can be down by adding a kind of inbox for all messages and some auto filters on the sender and recipient field of the mail.
Main idea is to store discussion/attached file directly in the crm without need to copy paste your mail conversation.
P.S: Of course it can be extended to linkedin, whatsapp ...
Beta Was this translation helpful? Give feedback.
All reactions