Attaching emails to a record
You can store in RealtimeCRM a copy of any email that you send to a Contact that you have stored. Doing so allows you to easily keep track of communication between you and your customer. To store a copy of…
You can store in RealtimeCRM a copy of any email that you send to a Contact that you have stored. Doing so allows you to easily keep track of communication between you and your customer. To store a copy of…
RealtimeCRM now offers integration with Xero accounting software enabling you to transition seamlessly between the two. You can now see exactly what you owe a client or what a client owes you, letting you keep track of all your financial…
A lot of businesses when they begin email marketing make the mistake of dumping their entire address book into a mail automation platform not realising they need to have permission to email prospects and clients. In this article we will…
You can add and remove Contacts to your lists in MailChimp direct from RealtimeCRM, saving you time and making it easier to get value from your connections. All you need is for your Contact record in RealtimeCRM to have a valid email…
By integrating RealtimeCRM with a Voice over Internet Protocol (VoIP) phone system making calls becomes a breeze. This new integration allows you to make calls using click-to-dial functionality. You will need to be a RealtimeCRM administrator to do this. Integrating…
Tip: This article assumes that you already understand how email linking works within RealtimeCRM. See Attach emails to a record for details before reading further. About incoming email linking Because RealtimeCRM only links the emails that you choose there is no automated way…
One way to connect with the Contacts that you have in your CRM is through online video. RealtimeCRM provides an integration with Zoom in order for you to set up these video meetings. Connecting RealtimeCRM to Zoom In order to connect your…