Email is only available in Standard accounts.
Onpipeline provides an internal email client that allows you to read and write emails. If you have an email account using IMAP and SMTP (it’s a standard) then you will be able to connect to Onpipeline.
Emails will be automatically linked to contacts and deals
We’ll connect emails to your contacts and deals and include an email tracking tool that allows you to see if the email was opened / clicked, or your attachments were opened.
You are free to use Onpipeline for all your day-to-day business emails OR use another email client at the same time. You will always find your emails! Each email you receive or send – stored in a IMAP folder that you sync – will be automatically linked to its Contact and any open Deal. You will see the email under history/email of the contact or deal page.
Note: If the deal is not open or the customer’s email is not registered in the CRM when the email comes in (synced with Onpipeline), the message will not be linked. You can always link the message to deals and contacts through the email client. Just open the message an look for these symbols
We offer two types of emails. This allows you to connect to Onpipeline according to your usual working methods.
This is your personal email address (firstname.lastname@example.org) that you can configure so that Onpipeline can read and connect your emails to contacts and deals. The SMTP account will allow you to send your emails from your Onpipeline account.
A team Email is a shared address that all users within the team can read and (if authorized) use to write emails. A typical team email is email@example.com, but if you have more teams you could have emails like firstname.lastname@example.org, email@example.com, etc. Please be advised that team emails shall be IMAP accounts (groups or redirects will not work).
You don’t want to share Personal Emails …
Nobody wants it! If you are worried about putting all your emails on the CRM, first of all know that personal emails cannot be read by other users. If contacts are not saved in the crm, it is exactly like your everyday email client, to which only you can access. No problems unless your wife’s email address is saved as a CRM contact!
However, if you are not convinced, you could:
a) Only sync some folders of your imap email. In this way Onpipeline would download only those folders where you have dragged customer messages (sent and received). Don’t forget to drag and drop important messages into synced folders! This configuration works for message tracking but does not allow you to take full advantage of the Onpipeline mail client, since the messages sent, if mixed with those received in the same directory, could make the reading in the client a bit confusing. Obviously you can use two distinct folders, for example customers-inbox and customers-sent.
b) You could make your team work only with a Team Email when they communicate with customers and prospects. This will exclude the usage of your personal email, but you would probably need to find tricks to ensure that messages always reach the team inbox when you write from a personal email. One solution could be to put the team mailbox in cc in every message. We discourage the usage of bcc since customers cannot “reply to all” with a bcc.
Should you have any questions, please contact us!