I have over 81000 email interactions between 450 clients. I am using Copper/Prosperworks & it automatically imports history from your gsuite account for all new contacts created. My team will have absolutely no clue about the past interactions with our clients as they will not be able to see the email history. We are trying to switch the CRM between our low/off sales season and realize that we will be sitting ducks for our competitors when high season starts if my team cannot see client email history & therefore will not be able align their sales strategy according to previous closings.
This is a deal-breaker as HS had started growing on my team. This makes me think that HS is not geared for existing/established businesses - rather for new businessses or ones that didn’t previously use any CRM.
Is HS planning to offer this feature in the near future? A lot of people on this thread would like to know HS position on this so as to make an informed decision about using HS as a CRM.