eMail Management

We would like to use Insighlty (incl. sending and receiving mails) via our own Web (Mail) Server (SMTP).

If you could implement this Feature - that would be great!

 

The basic (Mass Mail) is already there

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Comments

4 comments
  • Maybe with the Insightly Sidebar this feature is not really needed - as long as Gmail is used.

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  • Info, how will the sidebar allow you to send mail through their own server?

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  • We are also having huge problems with the current mail solution. It´s basicly not solving our needs. At all. The other crms have this and they call it imap integration. Some call it outlook plug in. I thought this gmail plugin would do the same, but it doesn´t if I am correct.

    Anyway. Imap works like this: emails and even the ones from the years before you moved to insightly are sorted under the contact with corresponding email address in to or from field. If somebody gets sick the others can get in to the clients needs and preferences by reading the mail. In insightly this doesn´t work. Only possible to send a copy and thats only for new emails. So moving to insightly from a working crm with a normal email - solution is not an option. 

    And no, it doesn´t record spam or friends email, because you don´t register spammers or friends as contacts in the crm. And you use private email for friends. If there is one strange exception then you could be able to unhook it. Now it´s reversed, and it doesn´t work for emails from before you migrated to insightly. 

    So insightly is good if you start your company at the same day as you start with insightly. And you persuade your customers to always send a copy to the insightly mail in case you are not the one with the final say in the mail conversation. And you need to click the button or send a copy to the address every single time since you can not automate it. If not this is the case, then it´s not working. Get another system. Or post your support here and make them fix it.

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  • There is hope!  Check out the bottom of this thread:  https://support.insight.ly/hc/en-us/community/posts/206476887/comments/115003166987

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