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Email Management

CRM - Email Management


Effective Customer Relationship Management involves the use of all commuincation types including: contact centre, post, facsimile, mobile and increasingly email. 3EX.NET CRM software is based on Microsoft technologies and benefits from close integration with Exchange Server for automated messaging and customer email filing and management. 3EX.NET Customer Relationship Management software enables email to be a core part of your communications strategy rather than an add-on or isolated process. With 3EX.NET CRM software you can:

  • Direct inbound emails to designated system users
  • Append and inbound email to a customer record
  • Launch an activity that relates to the email e.g. a quotation request
  • Assign user ownership and track each activity through to completion
  • Create and send emails from the application
  • Manage email threads at user and customer level

3EX.NET CRM software also enables the selection and segmentation of your customers based on definable search parameters, for example FIND every customer who has not ordered for six months and previously spent over £200. The match file can be split, limited and manipulated prior to extract and upload to specialist email marketing software products including EmailVision, Cheetahmail and SmartEmail.


Get in touch:

We have a strong track record in developing our clients into customer-focussed and successful organisations. If you want to take your CRM to the next level please contact our Customer Relationship Management specialists or call on 01772 455 052 today.