Email Management Tools
Use Insightly as a Hub for All Your Email Correspondence
An email here. An email there.
They all add up. In fact, over the course of a year, you likely send thousands and thousands of emails. Sure, your inbox has labels and folders to keep things organized. But, wouldn't it be nice if you could actually "link" your emails to customer records in your CRM?
With Insightly, you can do exactly that - and much more. In fact, Insightly automatically matches email traffic to specific contacts in your CRM. Here's how it works:
- You copy the Insightly mailbox address into the BCC line
- You send the email
- Insightly searches your list of existing contacts and companies
- If a match is found, the email is linked to that record
- If no match is found, Insightly creates a new record for you
Best of all, you can continue to use the same email inbox you've used for years. Insightly's email linking feature works with any email software, so long as you remember to include the mailbox address link in the CC or BCC. Sign up for a free account today!