Connect your sent and received emails to the contact cardAnd gain an overview of client communications for the entire team
Communication overview for everyone in the team.
In FreshFlow, you can connect your email inbox and assign sent or received emails from clients to their contact card. This is the space that you and your team use for all client history, data and notes.
By having emails logged in the client’s card, everyone on the team will have an overview of the communication with that client. Without complicated forwarding or tracking, everyone can see what was discussed and agreed with the client.
As a manager, you will also get an overview of all email communications from your salespeople.
All communication will be in one place.
No more incomplete information or information being held in your email inbox.
Different options for assigning emails to a contact card
Automatic pairing with contact card
It is possible to set the automatic connection of received and sent emails from a given email address to the contact card to which the email address is associated.
Manual pairing with contact card
You can manually add the email to the contact card directly from the received or sent email.
Forwarding to a special address
It is also possible to forward emails to a special FreshFlow email address. The email is then automatically included in the contact card to which the email address is associated.
User references
“We actively used FreshFlow in our acquisition campaign, where it proved to be a powerful tool in managing our sales network.”
“The added value of Partners Office (a personalized version of FreshFlow in Partners) in contact management is
huge. Anyone who is serious about building a company and business should take advantage of it. Proper time
Partners Office gives me the opportunity to get into the bowels of the company and have control over the effectiveness of my
associates. I consider both of these functionalities to be absolutely essential and I use them very often.”
“We found FreshFlow to be a very effective activity management tool and interactive
feedback across the entire sales team. That is why we decided to implement it across the entire
Tribal business network of Allianz pojišt’ovna, a.s.”
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