Can your CRM do this?

[Benjaminpalma]

Thanks for your thoughts, guys. This is such a crucial part of any business with more than a handful of clients.

Bikerjon said:

I think this part might be the weak link in the chain. Relying on rules to process all client emails is a bit cumbersome and wouldn't you want to use your own domain name for an email address? I believe custom domains were quite recently dropped from outlook.com.

I can't think of an easier way... once the rule is made it's made. I wish there was a way of automatically making rules for new email addresses, but I haven't found anything like this yet (that said, I'm not sure how it would cope with contacts using more than one email address anyway).

Yes - there's no way I'd use anything other than my own domain name for emails. Outlook.com seems to be able to handle any number of your own domain-named emails, via IMAP or POP: they all get lumped into the inbox together, and you have a choice of email addresses to reply with (this was crucial for me as I use a number of domain names). I've managed to send own-domain emails, but receiving them is proving tricky...

[jammy_basturd]

Seriously consider using GMail for emails/attachments.

Instead of folders you set up labels, but labels can be nested and the brilliant thing about labels is that you can assign multiple labels to one email message/chain - so I could have an email from HMRC regarding VAT filed under my VAT label and my Accountants label.

It's also very easy to set up rules based on subject line, email address (wildcard on domain), loads of stuff. I have all the emails coming from domains associated with various clients of mine automatically given the relevant clients label.