Improve Email Tracking & Engagement with OneHash CRM’s Email Insights

🚀 Introducing Email Insights in OneHash CRM/ERP 📧

Have you ever sent a quotation to a lead or customer and wished you could gauge their interest level? 🤔 Prioritizing follow-ups and nurturing leads effectively can be challenging without clear insights. But with OneHash CRM/ERP’s Email Insights feature, you can now effortlessly track engagement and determine interest levels. 🎯

✨ How It Works

When you send an email from OneHash CRM, Email Insights records the number of times your lead or customer opens it. 👀 This simple yet powerful feature helps you understand their level of interest, allowing you to strategize follow-ups more effectively. 📊

🌍 Beyond Leads and Customers

The best part? Email Insights isn’t limited to tracking emails sent to leads or customers—it works across multiple documents in OneHash ERP, including projects, job cards, employees, and more. 🔄 In essence, this feature is available system-wide, providing valuable insights across various business processes.

📌 How to Use Email Insights

1. ✉️ Sending Emails:

   • Open a Customer document, click on the three-dot menu, and send an email with attachments.

     

     

   • Alternatively, use Notifications, run an Email Campaign, or set up a Drip Campaign to send emails.

     

2. 📊 Tracking Engagement:

   • Navigate to the Communication List and filter emails based on the linked document (e.g., the quotation or customer document).

     

   • Open the relevant communication record.

   • Click on the Email Insights tab to view the email details along with the number of times it was opened, including timestamps. ⏳

     

     

With Email Insights, tracking customer engagement has never been easier! 🚀 Stay ahead by understanding your leads’ and customers’ interest levels and tailor your approach accordingly.

Start leveraging Email Insights today and enhance your CRM experience like never before! 🎉