Any email, CRM, contact management and calendar app that you may have come across in the past is linear (or flat, if you like database terminology). It means that each part is separate and independent from another. Google is a fine example of linear structure. They have email, contacts, calendar and files. However each part…
DetailsBefore they started using Relenta, our clients (ourselves included) managed their customer relationships using a combination of other software. This patchwork approach required endless copying and pasting between multiple apps, and constant switching back and forth between different windows to gather and reconcile customer data. Relenta eliminates all of this mindless busy-work so you can…
DetailsThere are two ways by which you can receive your existing email in Relenta: Auto-forwarding IMAP and POP We provide examples for Gmail and Google Apps. Other services will have a similar setup, please consult their documentation for details. Here are some other links for email auto-forwarding: GoDaddy • Yahoo! • Apple • Outlook Auto-forwarding This…
DetailsYou can export contacts from any service or application into a CSV (Comma-Separated Values) file and import it to Relenta in Settings > Import Contacts. After the CSV file is uploaded, it will be processed in the background. When completed, you will be able to view the stats on imported and updated contacts. Create groups & custom…
DetailsThe very best way to get started would be to schedule a setup/training meeting so you can connect with your personal Client Success Manager and go through the setup process together, making sure to customize it to your particular business needs/workflows. Go ahead and book a time by clicking on ‘ Schedule Consultation ’ at…
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