One of the attraction of CRM was to automate the sending of messages. So, how do I import lists and then send messages. I have two types of contacts:-
A named person like james@yahoo.co.uk
Message is sent via a third party … say PA to a director or other employee.
Body of the message is same in 1 and 2 above… the only difference will be the subject line…
Please advise…
I’m sorry, but I can’t understand 100% what you’re explaining. You say you’re going to list two types of contact, but then you say one type of contact and another type of message. I don’t know what a PA is. Then you mention the body of the message in both cases, but what is the message in the first case (a contact)?
It seems you’re looking for solutions that lie in between the CRM and your phone. There are some payed add ons to integrate with Asterisk VoIP systems, but that might be overkill for you.
Have a look at QuickCRM, a mobile phone app, it let’s you more easily work from your phone in a way that integrates with SuiteCRM.