Tactile CRM, easy, simple to use affordable web based CRM.

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General | Account & Billing | Contact Management | Permissions | Opportunities | Activities | Notes | Files | Emails

Sending email to Tactile is easy.

  1. Find your Tactile dropbox key by logging in and clicking on 'Preferences' in the top right corner. Your drop box key is on the right hand side
  2. Send email to tactile+dropboxkey@yourname.tactilecrm.com

Tactile will manage emails as you send them, and forwarded messages as follows:

  1. If you bcc your dropbox when emailing somebody it will attach the email against them
  2. If you forward an email somebody sent you it will attach the email against the original sender
  3. If you forward an email you sent somebody but forgot to bcc originally it will attach it against the person you originally sent it to

Tactile will not auto-create new contacts for you. If you send an email to Tactile to/from somebody that doesn't exist it will let you know. Simply login, create the contact and resend the email.

Tactile will only accept email sent from one of the email addresses that is associated with your personal account. You can see these by searching for yourself under 'People' and checking the list on the right-hand side, where you can easily add more.