We are an enquiry based travel business, and receive email enquiries from a number of different sources. We currently have 2 agents sharing 1 main inbox, and a 3rd agent using her own account, with enquiries being forwarded to her to answer directly. I want to consolidate this via some kind of system that they can all work on harmoniously, so that I can add more staff without things getting even more complicated. Note, we are currently not using any CRM, as we cant find anything suitable for our specific needs :(

You need a CRM system that manages incoming leads. I am a beta tester for and Stewart there will give you an awesome walk-through.

Answered 7 years ago

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