Hello,
we are just checking perfex as a tool for us and wonder how is perfex working with the customer communication.

we use to work with suiteCRM. there you do have a company account an each company has stuff members with which you can communicate via E-Mail. all activities with customer are stored in the individual person account so that you see a history and the team is always updated about the customer requests.

Does perfex has a similar feature? manual doesn't help.
and customer history even as email conversations are indisputable.
thanks for your support

    seabusch Do you need history of email sent and received of particular customer contacts?

      Hi
      History is one part.
      But I don't understand how to send a customer a mail? And afterwords have a history of mail conversation.

      Usually it is core function of a crm and can't find it in perfect.
      Best
      Stephan

        seabusch Currently, it's not available in CRM, but we are working on this. 2 section we are adding 1 is leads and 2nd is customer

        You can send and receive email from software itself, don't need to open Gmail

        Thanks

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