Integrate your email system with Salesboom's Cloud CRM to eliminate inbox clutter, streamline customer communication, and ensure nothing falls through the cracks—all in one platform.
Years Email Integration
Businesses Connected
Email Synchronization
Application Switching
Businesses worldwide depend on email to communicate with customers, but most waste countless hours toggling between their email system and CRM software to get work done. This constant switching creates inefficiency, missed opportunities, and frustration for teams trying to deliver exceptional customer service.
With rapid changes in business technology, the CRM software solution has become essential not just for managing customer relationships, but for integrating all customer communication channels into one unified system.
Salesboom's Cloud-based CRM software integrates your email system directly into the platform, eliminating the need to toggle between applications.
Our solution captures, collects, and distributes important client email activity all within your CRM account, reducing email clutter so you can focus on what matters most—building lasting customer relationships.
Business owners adopt CRM software to manage customer relationships effectively, but the true power comes when email communication is seamlessly integrated into that system. With Salesboom, there is no gap between what's said in emails and what needs to be done in your CRM. Everything is stored and organized in one place.
Our CRM email system enables you to send and reply to customer emails without leaving the CRM interface. This saves valuable time and ensures all communication history is automatically captured and linked to the appropriate customer record.
Salesboom's CRM email workflow system organizes all client information and emails, automatically linking them to the right lead, contact, or opportunity. The system intelligently recognizes email addresses and associates communications with existing records, ensuring your team always has complete visibility.
The best CRM with email solution provides an Outlook email plug-in that enables teams to accomplish tasks without even having to log in to the CRM system separately.
Our Outlook plug-in brings CRM functionality directly into the email client your team already uses every day. Users can access customer information, log activities, create tasks, and update records without switching applications. This dramatically reduces friction and increases CRM adoption across your organization.
With a single click, save any email conversation directly to the appropriate customer record in your CRM. The plug-in automatically detects if the sender exists in your database and prompts you to create a new record if needed. All attachments are preserved and stored with the email for future reference.
When viewing an email from a customer, the Outlook plug-in displays a sidebar with complete CRM information including contact details, recent activities, open opportunities, support tickets, and custom fields relevant to your business. Respond to emails with full knowledge of the customer relationship.
Mass emailing is a technique often used by marketers as part of their email marketing strategy, but when email marketing campaigns are disconnected from the CRM software or require manual work, measuring the success or failure of such campaigns becomes extremely difficult.
Salesboom integrates email marketing directly into the CRM platform, enabling sophisticated campaigns that track engagement, measure ROI, and automatically update contact records based on recipient behavior.
Build targeted email lists using CRM data including industry, company size, purchase history, engagement level, or any custom criteria. Send personalized messages to specific segments ensuring relevance and improving engagement rates.
Track opens, clicks, bounces, and unsubscribes in real-time within the CRM. Engagement data automatically updates contact records, enabling follow-up workflows and more intelligent targeting in future campaigns.
Access professional email templates or create custom templates that match your brand. Use merge fields to personalize each message with recipient-specific information pulled directly from CRM records.
Set up automated email sequences that nurture leads over time. Trigger campaigns based on specific actions, dates, or record changes. Automatically adjust message content based on recipient engagement and behavior.
The best business solution is one that has integrated both CRM software and email system seamlessly.
Stop wasting time toggling between email and CRM applications. Work in one unified interface that keeps all customer information at your fingertips.
Automatic email logging and workflow systems ensure every customer communication is captured, assigned, and followed up appropriately.
When all emails are visible in the CRM, team members can seamlessly hand off customers, cover for each other, and maintain continuity.
With customer context immediately available, team members can respond faster and more accurately to customer inquiries.
CRM-based email management helps prioritize important communications and file away less critical emails systematically.
Customers notice when you have their complete history at hand. Integration enables personalized, informed interactions every time.
Salesboom's email integration serves businesses across diverse industries, each benefiting from unified communication management in unique ways.
Sales teams use integrated email to track prospect communications, schedule follow-ups automatically, and ensure no lead goes cold due to missed messages. Every email exchange is logged to the opportunity record, providing complete visibility into deal progression.
Customer service departments manage support inquiries more efficiently when emails automatically convert to tickets and link to customer accounts. Support agents see complete email history, enabling faster resolution without asking customers to repeat information.
Marketing teams execute targeted campaigns, track engagement, and measure ROI all within the CRM. Email opens and clicks automatically update contact records, enabling smarter segmentation and personalization.
Account management professionals maintain strong client relationships by having complete email communication history visible. They can promptly follow up, write important notes, and share information with team members to ensure consistent service.
Field service organizations coordinate with customers via email while maintaining mobile access to all communications. Technicians can reference email conversations about issues while on-site, and send follow-up emails with photos and documentation directly from the field.
For over a decade, Salesboom has been developing and refining our Cloud-based CRM solution with email integration. We've helped thousands of businesses eliminate the inefficiency of disconnected systems and gain complete visibility into customer communications.
Our email integration works immediately upon setup, with intuitive interfaces that require minimal training. Whether you prefer working in the CRM interface, using our Outlook plug-in, or accessing email through our mobile app, all communication stays synchronized and accessible across all platforms.
The system grows with your business, supporting unlimited email volume and users as you scale. Our Cloud infrastructure ensures emails are delivered reliably and stored securely with enterprise-grade encryption and backup systems.
Take a Free CRM Software 30-day Trial today and experience the power of seamless email integration. Contact us at 1.855.229.2043 or sales@salesboom.com for more information.
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