No, Atlas CRM does not have the ability to sync with Gmail yet. Communication with the customer is the next big thing we are going to tackle in Atlas CRM.
We're currently in the research and design phase for the communication features. We're interviewing users to find out how we can help them manage their communication in Atlas CRM. And we have started designing some possible outcomes for this functionality.
If you, or anyone else reading this post, would like to give us input on what this functionality should look like. Or if you want to receive updates when we are shipping a first version, feel free to create an issue in our JIRA Service Desk: https://avisi-support.atlassian.net/servicedesk/customer/portal/10
Our roadmap has changed after some recent developments. Gert-Jan wrote about some of it on our blog.
Communication has been pushed back to make room for a much needed architectural improvement which we named 'Unified Experience'.
This improvement will solve a number of issues with the Confluence integration and improve the overall experience of the add-on. And it will make it much easier for us to build the communication functionality.
We have made a first step in the direction of this functionality by adding comments to Atlas CRM. You can now place comments on companies, contacts and sales. These comments can include email, chat and phone conversations.
There is no active synchronization with email yet, so it's currently only possible to add this by hand. We know that this is not ideal, but it's the best we can do for now.
We hope to improve this in the future. We've experimented with a Gmail integration, but found that we were not quite ready to fully implement it. And ideally we would come up with a solution that works for other email providers as well.
Hi Maarten - I am using the comment feature now and it is a good improvement.
I would be very interested in a "BCC" email option that would intelligently place comments when I email a customer.
For example, if every AtlastCRM instance got assigned an email address for their company. Say, for AtlasCRM company "Acme Tires", AtlasCRM assigned the email "firstname.lastname@example.org". This email address would only be email-able BY Acme Tires registered users. And then anything emailed would AUTOMATICALLY be added as a comment to any contact that was in the "TO:" of the email.
SUB: Follow-up on the sales discussion
BODY: Hey Bob, just following up - feel free to email or call me anytime!
This would then AUTOMATICALLY add this email content to the contact "Bob@newtrucking" in the Acme Tires AtlasCRM.
I can then use this BCC address when I email everyone and it would automatically build comments in my CRM. That would be VERY helpful.
We have brainstormed about similar functionality back in 2017. Our idea was a bit different, but basically achieved the same result. Unfortunately we haven't made email integration our priority yet.
We constantly receive a lot of great feature requests and unfortunately we can't tackle them all at the same time. Email integration is not on our priority list for the near-future, but we can let you know when this changes. Contact us if you would like to be notified.
That's a good question. We do have a public roadmap, but at the moment we mostly use it to indicate what we are currently working on.
The 'backlog' column is far from complete and, for example, does not contain email integration. Our actual backlog is so big that it doesn't make sense to make it public. Especially since we don't know if everything is technically possible and if/when we are going to build it.
So the best information you can gather from our roadmap right now is that we are working on a Server version of Atlas CRM and that we're working on a public API. It also indicates some of the work that we recently shipped. You can find the roadmap here: https://trello.com/b/E6lkHGdt/atlas-crm-public-roadmap.
While we don't have short-term plans for automatically populating conversations, we do see the growing demand for such a feature. Could you share more information about your situation with us via email?
We are gathering information about expectations for such a feature and email providers that are being used.
Hi Maarten, E-mail integration is becoming a very important feature in the customer day to day operation.
I believe this could go in both ways, as for instance by adding a secific e-mail address in BCC to the e-mail going out to the customer,so it populates automatically the corresponding deal/customer communication tab on the tool. Additionally, it could allow sending e-mails directly from the tool to a specifc contact (manually or automatically).
It would be great, if you can provide some insights about the implementaion of such feature. It is the moment the main feature in our eyes that complete the ecosystem.
It’s very important to have access to the workflow process from anywhere. Especially if you manage the work of others. There is no difference whether you’re out of office, or drive a ca...
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