Email support

Email messages

This iCRM feature allows you to send an outgoing email message to one or several clients, and to one or several mailing lists.

When sending an email, you should make people feel that the message is sent specially to them. No one wants to be just a name on a mass mailing list, which is why iCRM supports the special fields that are filled in with actual values from the CRM database before messages are sent.
Email formats view was specially designed to create email templates that personalize your messages and has an easy-to-use interface, making it simple to create your template using the values from the recipient’s or sender’s contact data

 

Email notifications

Email notifications are implemented for Projects, Project Tasks, Tasks, Service Requests and Orders. Responsible persons, owners, and clients, along with all people in the object’s mailing lists, can be notified when someone adds a new comment or changes an object status.
Email notifications are template based, and email templates can be individually customized for all five objects mentioned above and are sent by html or text.

Mailing lists.

A particularly beneficial CRM feature is its strong mailing lists capability. iCRM Professional simplifies creating and maintaining your mailing lists.
Each contact can belong to an unlimited number of mailing lists, and each list may include an unlimited number of contacts.

The special Mailing lists sub-tab, located on the CRM tab of the Contact Form, allows you to see which lists a particular contact belongs to.

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