Chapter 5

Email, Phone and Integrations

Get email, calls, texts, meetings and web enquiries onto the customer record, connect your accounting without muddling it, and know when a connector tool helps and when to stop.

6 lessons · about 37 minutes of reading

Lessons

1. 1Getting Email Into the CRMMost of your customer history is sitting in your inbox. Here are the ways to get it onto the record, what each one costs you in effort, and what to keep private.6 min read
2. 2Calls and TextsIf your customers call and text, your CRM can be blind to the most important conversations. Here is how to capture them, from a thirty-second habit to a business phone system.6 min read
3. 3Calendar and MeetingsMeetings are where most deals get decided, and they often leave no trace. Here is how to connect your calendar, stop the double bookings, and keep what was said.6 min read
4. 4Forms, Website and Lead CaptureA web enquiry should become a record, reach a named person, and get a reply without anyone copying anything. Here is how to build that path, and how to check that it still works.6 min read
5. 5Connecting Accounting and Other ToolsDecide which system owns each fact before you connect anything. Then keep your books safe, keep the handoff simple, and connect only what saves real work.7 min read
6. 6When to Use a Connector Tool and When to StopConnector tools can link almost anything in an afternoon. Here is what they are good at, what they are bad at, and the signs you have built something you can't maintain.6 min read