Spending too much time copying and pasting emails into Commusoft?

David Coles
Find me on:

It's good practice to keep a copy of all your communications that you have with your customers, whether they are just enquiring, asking for an estimate or wanting to book a job. But are you spending hours a week copy/pasting emails into Commusoft's notes and communications, or, are you attaching emails from Outlook into Commusoft's attached files?

Then you are going to love our NEW integration!

Never copy and paste emails into Commusoft again with the Commusoft two-way integration to Office 365 and Google Workplace. We always like to innovate our software with new features and integrations that will make our client’s jobs easier, this integration allows you to connect your email account and sync all incoming and outgoing emails with Commusoft.

Note: This integration will be available on the Go Paperless plan and above. If you would like to use this integration but don’t have access to it on your plan, book a call with the sales team here.

What does this integration do?

As well as reducing your admin time greatly, we also wanted to create transparency for all of your communications within Commusoft. Whether you send an email directly from your email account, a contact emails you or replies to one that you have sent; all of these emails will show up against the customer’s notes and communications.

This integration will work with Google Workplace or Office 365 business accounts. Read our knowledge-based guide to find out how to set up the email sync with Google and Office 365.

Once set up, depending on what email provider you have used, the integration will work slightly differently. With Google, an email chain will thread together in the customer's notes and communications, whereas with Outlook all emails will be individually stored.

As shown in the picture below you can see an email thread, using a Google email account. Not only does this integration automatically store your communications with client's, but it also allows you to view attachments they have included as well. Eliminating the need to upload these images separately!

Untitled-12323Integrating your email account with commusoft allows your whole company to stay in the know on email communication. Helping to reduce admin time, improve transparency and as everything is stored in one place it allows easy access for your whole team! 

Want to use this integration?

To find out how to set up this integration please read our knowledge-based guide on how to set up the email sync with Google and Office 365. This integration will be available on the Go Paperless plan and above. If you would like to use this integration but don’t have access to it on your plan, book a call with the sales team here.


New call-to-action
Share this article

You may be interested in:

Looking for industry tips and advice? See our Business blog.