Email clients are great but they don’t really work well when you have multiple people accessing same email account. That’s why with Shared Email Manager for SugarCRM you can put a better process in place. Get your team on the same page and not miss a thing.
Shared Email Manager for SugarCRM
By Eontek, a SugarCRM Partner, this add-on helps your business put a better process in place when dealing with group inbound emails.
These days we all have to deal with office@, support@, sales@, info@ etc. We put these on our website, send them in emails, tell our customers that’s how you reach us. But do we really have a good way to manage all of these accounts?!
Shared Email Manager is a SugarCRM module that solves the above problem by putting process in place on how these group mailboxes are being managed.
Putting process in place helps you stay productive
Email clients are great but they don’t really work well when you have multiple people accessing same email account. That’s why with Shared Email Manager for SugarCRM you can put process in place, get your team on the same page and not miss a thing.
3 Steps to Sharing Email Accounts
Manging shared email accounts is now as easy as following these three steps:
- Add mailboxes
- Define steps
- Assign users
Shared Email Mailbox
See It in Action
Multiple Inbound Email accounts
Add and manage multiple Inbound Email accounts. Each managed account can have it’s own settings and permission levels.
Sending From a Shared Account: Just select the appropriate account in the From field.
Create records from Email
Create multiple Sugar records from one email so you can do additional processing on your side before you can consider the email as Processed and Done.
Create a Record: For example, create a case from an email. Click on the Create Record button and choose the module.
Respond from multiple email addresses
Define multiple outbound (outgoing) email settings that your users can use when responding to Emails. Everyone who has access to configured mailbox can now respond from those office@, support@, sales@, info@ etc. addresses.
Track and Search Emails by State (Status)
In addition to searching shared email accounts by subject and email address, you can find emails that haven't been Processed yet with the email state search option.
Other add-ons of interest
Know if your emails are being read and clicked on. No longer wonder if an email sent from Sugar was read by the recipient thanks to the handy read/unread icon in the Emails subpanel.