Email integration for sales emails as CRM activities (email inbox management directly within Breww)

Ideas & feature requests
1

Would be great if BREWW could have an ‘email customer button’ within the Sales activity screen.

This could then use the native client to send the email using the info from the profile.

What would then be amazing is if the email could then be pushed back into BREWW and captured either in ‘documents’ or activity. I have seen something similar in Monday.com where a unique email address was used to ‘bcc’ to Monday and it captures it there. You will probably be able to come up with a more elegant solution.

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Quickly email a price list to a customer from the CRM activity screen
2

I would love this idea as well, so that the correspondence with the customer is being kept in one place, inside of Breww. This way you would be able to quickly look back on earlier correspondence, previous agreements or earlier questions from the customer etc. And maybe attach certain correspondence to a certain order, so if you look back on the order you’ll find the mails and vice versa.

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A post was split to a new topic: Quickly email a price list to a customer from the CRM activity screen

4

A function to “cc” breww into emails and enable emails to be stored would be excellent. And the ability to email from Breww itself.

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5

Thanks, Kathy. Please don’t forget to vote, as it’s votes (not comments) that push ideas up the list :smile:

For more on how we manage feature requests, please see 💡 Posting ideas & feature requests for Breww 💙

6

Howdy.

In the interest of increasing efficiency, being able to send/receive emails, and (more importantly these days) send and receive text messages directly from the CRM would be tremendously valuable.

+1 for being able to hook Breww up to our email system to receive messages (email and SMS) into the activity stream, as well as send and receive both. Since you are big supporter of AI, if an order came in via email or SMS, having a button that says “create draft order from this message” and runs it through the LLM to make a draft right from the message would be a huge help for our medium-level Luddites that are willing to embrace text messaging and email but don’t want to use online ordering…

Cheers.

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7

This would be a tremendous improvement, especially in light of the new trade store improvements.

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