Summary
This article explains how to efficiently log client emails using BNTouch. Learn about the importance of maintaining organized communications, improving transparency, and ensuring timely follow-ups. The email logging feature simplifies tracking and enhances client relationships. By the end, you’ll know how to optimize this tool for seamless and professional client interactions.
BNTouch Mortgage CRM integrates with virtually any email software or service, installed or accessed on any device, such as Outlook, Gmail, Yahoo, AOL etc. Integration is done in the most flexible and elegant way.
We know how frustrating searching for a particular email can be (especially if you’re using several email services or devices), that’s why we allow logging of ALL your incoming and outgoing emails in BNTouch. Simply BCC or forward it to your BNTouch email address and our CRM system will automatically process and attach it to an appropriate client or partner record.
The best part is that you don’t even need to install any additional software, sync agents or extensions! You can log emails in your CRM from any device and any email service.
Logging Incoming Emails
If you’d like to log the incoming email simply forward email from your Outlook or any other email client software to your BNTouch email address. Here is the step by step:
1. Select an email you would like to log in BNTouch. It should be from one of the clients or partners you have in your database.
2. Click “Forward”. Please do not modify the email at this point.
3. Fill in yourusername@bntouch.me into “To” field
4. Click “Send”
Logging Outgoing Emails
To log an outgoing email, please BCC your BNTouch email address. Here is the step by step:
1. While composing your email to a client or partner, enter yourusername@bntouch.me in the “BCC” field.
2. Click “Send” when ready
You can log emails on any computer and on any email accounts. If you will try to log an email with an email address that does not exist in your database, that email will be disregarded.
Thank you and let’s bntouch!
Best regards,
BNTouch Team
Key Takeaways
- Maintain Organized Communications
Easily track client interactions for better follow-ups.
Centralized email logs ensure no communication is missed.
- Build Stronger Relationships
Professional email management leads to improved client satisfaction.
Commonly Asked Questions
- Why is logging client emails important?
It centralizes communication, making it easier to follow up and maintain organized records.
- How does email logging improve transparency?
All client interactions are accessible, promoting clarity and accountability in processes.
- What benefit does email tracking provide to relationships?
Tracking ensures timely responses, strengthening client relationships and trust.
- What tasks does email logging support?
It aids in follow-ups, client retention efforts, and managing communication histories effectively.
