For many industries, having an email archiving solution is mandatory and it can be hard to find a solution that meets the specific archiving needs of the business. The main considerations when choosing an email backup or archive for your business is the secure of the storage, the process to store, the cost of the solution, the format for retrieval and the structure of the database.
If you’re looking for a CRM-based archive system, you could look to bundle together Help Scout for email and their auto-BCC feature, having the emails sent to either Highrise or to Podio. You could also look to bundle together Pipedrive and your email as a way to backup your email to your CRM.
For a more robust solution for backup, there are plenty of software systems that will archive your email database in Outlook but one of the best we found was GFI Archiver as it does allow for you to have a copy of your emails sent to their service for archiving. Setting this up involves using a journalling inbox and then sending a copy of these emails to GFI as well as to your email client. It’s a little more technical but beats most other solutions available.
Further question details We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database. We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the …
More details of question: I want to create a login portal on square space for a real estate developer for client regarding the concerns of their homes. We need to create a login page and management portal of clients who buy our condos. After they move in, we want them to be able to log …
There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with …
Looking into sales dashboard software that can connect to various data sources. Some options include: Geckoboard Klipfolio Blitzrocks Plecto Boxiqq Comparing a wide range of sales dashboard options showed me that it’s hard to find a simple software program that isn’t enterprise in pricing or look, that has the basic features + a few extra …
I’m looking for an email archiving solution via BCC
For many industries, having an email archiving solution is mandatory and it can be hard to find a solution that meets the specific archiving needs of the business. The main considerations when choosing an email backup or archive for your business is the secure of the storage, the process to store, the cost of the solution, the format for retrieval and the structure of the database.
If you’re looking for a CRM-based archive system, you could look to bundle together Help Scout for email and their auto-BCC feature, having the emails sent to either Highrise or to Podio. You could also look to bundle together Pipedrive and your email as a way to backup your email to your CRM.
For a more robust solution for backup, there are plenty of software systems that will archive your email database in Outlook but one of the best we found was GFI Archiver as it does allow for you to have a copy of your emails sent to their service for archiving. Setting this up involves using a journalling inbox and then sending a copy of these emails to GFI as well as to your email client. It’s a little more technical but beats most other solutions available.
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