Is anyone else experiencing this issue?
Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious limitations.
1. Once you associate an email, CRM will receive every email in that thread, but it apparently doesn't receive any emails in the new thread. We have discovered gaps in recorded emails in CRM due to this problem. CRMs like Pipedrive automatically record emails without any manual "association" action, and there aren't any gaps. Why would an enterprise-level CRM require an extension rather than simply integrate properly with one of the world's premier email providers? This will likely require us to switch CRMs, and after all we've done to integrate Zoho One into our daily work lives, that would really be frustrating.
2. The same problem with Email is prevalent in Dialpad. You have to manually log a call. It doesn't automatically populate the call notes with the transcript, and then automatically log a call. Again, Dialpad is a superior product to Zoho's, so...
Without the constant, automatic logging of calls and emails, the CRM is missing a huge component. So, I'm wondering if I missed something in setup, or am I just out of luck, and I should be looking for an alternative platform as our central business platform?
Thoughts?