We are loving zoho but having a really hard time getting things working correctly.

Here is our setup:

We use Microsoft Office 365 Hosted Exchange for all email.

We all use multiple computers, devices, etc.

What we are trying to accomplish:

We want EVERY email sent/received to be tagged to a lead/contact inside the CRM. This requirement would not allow for an Outlook plugin, etc. as we could be sending it from a Mac, iPhone, android, etc.

Note:

Since we are using Exchange, we can't have zoho pull in our emails with the POP setting because it will mark the email as "Read" and then you start missing emails - a known issue with Exchange and nothing anyone can do about it.

Where we are:

Right now I have setup BCC dropbox so every email we send gets BCC'd to our BCC dropbox. So for sending emails, we are in great shape.

Since we can't use the POP option as mentioned above, I thought I could have Exchange forward all emails to our zoho email address BUT that does not "track/tag" to the lead/client.

Possible workaround:

I don't like this idea at all but one hack workaround I just thought of would be to have every email we receive get forwarded to another email address OUTSIDE zoho. Now we could use the POP option in zoho to pull the emails and we wouldn't care if they were marked as read or not. This seems like a crazy workaround but its all I can figure out.

Parting comments:

I feel like I may have something confused (big picture) as I would think EVERYONE would be wanting to have every email tracked in their CRM. I can't just have sent emails tracked as we would have no idea what the lead/client replied back to.

Any suggestions?

(that don't include getting rid of Exchange)

Thanks in advance,

Randy