Email tracking - is there a way to achieve this scenario?

Platform discussions monday apps & integrations
1

Dear community, here’s my situation:

I’m using the Monday CRM and the Workspace for different projects.

Ideally, I’d like:

  • in the CRM contact list to be able to track email discussions with one person

  • in the CRM Deals page, track email discussions with one person, ideally a couple of persons

  • in a Workspace project, be able to track email discussions with one or more persons (projects are related to one or more CRM clients)

  • Two or three different persons use their own company email addresses to write to our customers

All this in the easiest way possible, of course :wink:

I use Gmail, another team mate off site uses Outlook.

From what I see, there are a lot of limitations at the moment. What are the solutions you’ve found / the work around that you use to make your email tracking system work within Monday?

Thanks!

2

Bump? anyone? Which system are you using?

3

Hi @Radnad :wave:

upstream can help. I’d be happy to jump on a call together and run through how we keep our client and project related communication managed within the monday.com CRM and supporting workspaces.

Let me know when you’re free to connect!
peta@upstreamtech.io