Emails


  • Send emails from the Bizworks CRM interface, or from Outlook
  • Send emails from Outlook to contacts saved in Bizworks CRM - access the contact details saved by everyone in your organisation. (Our technical folk like to call this resolving recipients against your full CRM database) 
  • Determine when sending or receiving an email whether you would like to upload it to Bizworks CRM, making it part of your organisational knowledge
  • Tag an email to contacts, groups, projects and opportunities for fast and useful retrieval
  • View the email interactions your organisation has had relevant to a particular customer, contact, project or opportunity
  • Get up to date on all the emails and knowledge relevant to a customer - and enable your team to do the same
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