Tour of CRM2
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.