Confused with the whole email workflow
I dont know if Im missing something, but so far I havent found a way to easily work around this problem I have.
Curretly for every potential I have, there are a lot of emails sent back and forward. This is a very normal process. We send prices, adjustments, revistions, and the client send us questions and other stuff they need. Now, currently my workflow is very slow using Zoho CRM in this regard and I wanted to know what am I doing wrong. Ill try to describe my problem to see if anyone can suggest me a better workflow.
-I have 3 employees in my office, each one with their own gmail account using our own domain to send emails.
-Emails from our clients (accounts) arrive to the gmail inbox, and if they are potentials, we quickly create such potential in ZOHO CRM.
-I have to manually add a contact, add an account (if they where not previously added) and then create the potential.
-In the description of the potential I usually add the email they sent us originally with their request
- Then using Zoho send mail feature, I send them an email so it gets recorded on ZOHO CRM. *** here is where problems begin, since first of all, zoho send mail only allows 2 mb attachments. Usually we send big files to our clients and 2mb is not enough. So I have to use my gmail account to do this. which becomes very tedious.
-The zoho send mail function has UGLY and almost none functionality after you sent the email. You cannot check your sent messages, you cannot sent who received the email, nothing, its a barebones feature.
-If the client responds, I cannot see the email under my zoho panel, I still have to go to my gmail account and open the email from there. I wish there was a feature to add that email to my zoho account, but right now the only thing I can think of is copying the email from my gmail as a "NOTE" in ZOHO CRM under that potential.
I hope you understand what Im trying to say with this, in general the whole email workflow needs a lot of work, since right now I cannot convince my co-workers to use zoho, since it becomes more of a chore for them having to rework a lot of things out.
If Im missing something please let me know, I would be very happy if theres a work around for this already in zoho.
If there isnt a work around for this in zoho, I think it is very important for potential customers like me to know what features are being worked on for ZOHO CRM so we know we can rely on zoho for our business in the future.
Thanks for your time