Email Software Integration (Outlook, Gmail etc)
BNTouch Mortgage CRM integrates with
virtually any email software, installed or accessed on any device. This
integration is done in the most flexible and elegant way. You can log your
incoming and outgoing emails by simply sending them to your BNTouch email
address. Our CRM system will process it and attach it to an appropriate client
or partner record.
You can log emails sent or received in
your Outlook, Gmail, Yahoo, AOL etc. as well as email received to your mobile
phones or any other portable devices.
There is no need to install any
additional software, sync agents or extensions. You can log emails in your CRM
from any computer and any email address.
Your BNTouch email address is yourusername@bntouch.mewhere “yourusername” is your login to BNTouch CRM.
Logging Incoming Emails
If you’d like to log the incoming email
simply forward email from your Outlook or any other email client software to
your BNTouch email address. Here is the step by step:
- Select an email you would
like to log in BNTouch. It should be from one of the clients or partners
you have in your database.
- Click “Forward”. Please do
not modify the email at this point.
- Fill in yourusername@bntouch.meinto “To” field
- Click “Send”
Logging Outgoing Emails
To log an outgoing email, please BCC
your BNTouch email address. Here is the step by step:
- While composing your email to
a client or partner, enter yourusername@bntouch.me
in the
“BCC” field.
- Click “Send” when ready
You can log emails on any computer
and on any email accounts. If you will try to log an email with an email
address that does not exist in your database, that email will be disregarded.
