Connect Your Email to CRM in 3 Steps (Never Lose a Client Email Again)

Описание: 📧 Gmail or Office 365 → CRM in minutes!

Step 1: Establish Connection

CRMs like HubSpot or Zoho:
✅ Guided setup process
✅ Connect Google Workspace or Office 365
✅ Simple authorization

CRMs like Streak:
✅ Already lives in inbox
✅ Just decide who to share with
✅ Zero setup needed

Step 2: Choose Capture Method

Auto-Capture Everything:
Best for: Heavy sales cycle (80% sales emails)
Manual Selection:
Best for: CEO role (under 50% sales emails)

Smart Filters:
✅ Specific client? Auto-capture always
✅ Lawyer emails? Exclude completely
✅ Custom logic per contact
Adapts as your role evolves!
Step 3: Use Consolidated Power

With all emails in CRM:
✅ Change deal statuses
✅ Set reminders
✅ Track email opens
✅ See complete history
✅ Never miss follow-up

The Result:
Every client conversation, always accessible!

Consolidate your conversations! Get our AI Meeting Notes Implementation System: https://store.fieryfx.com/ai-notes/

00:00 Step 1: Establish Email Connection
00:30 Step 2: Choose Auto or Manual Capture
01:00 Step 3: Use Consolidated Data Power
01:20 Complete Client Communication History

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ABOUT THIS SEASON...
This season of Elevated takes the guess work out of trying to figure out what software you need in your Kitchen & Bath design business. Each episode will walk through specific steps of the How to Confidently Choose the Right Software worksheet so you can avoid shiny-but-unnecessary features and find tools that truly elevate your business operations.

Throughout the season, we'll break down everything from identifying true needs (because sometimes the real problem isn't what you think it is!) to uncovering those sneaky hidden costs that nobody talks about. Be sure to subscribe so you don't miss a bite-sized 5-minute episode.

AI Meeting Notes: Save 1 hour of follow-up for every meeting hour & build massive client trust through documented accuracy.

🔥 Setup your meeting note-taker bot: https://store.fieryfx.com/ai-notes/

FieryFX helps Kitchen & Bath businesses transform chaotic operations into streamlined systems.

No more drowning in administrative tasks - just practical solutions that work.

What you'll get with our AI Meeting Notes System:
✅ 90-minute setup process
✅ 3-week habit formation guide
✅ Eliminate manual note-taking forever
✅ Faster project delivery
✅ Happier clients with documented proof of every detail
Perfect for Kitchen & Bath business owners and their teams who want to focus on design, not paperwork.

📧 Join hundreds of other K&B pros on our list: https://fieryfx.com/signup

WATCH THESE RELATED VIDEOS:
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• Should You Upgrade or Ditch Your Software (The Framework That Actually Works):    • Should You Upgrade or Ditch Your Software ...  

CONNECT WITH US:
🎤 Book CEO Brandy Lawson to speak: https://brandylawson.com
📖 Higher Help book: http://higherhelpbook.com/
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