Dispatch- Online CRM Review

Savvy business owners know how important CRM software is when keeping sales leads organized. What many of these business owners fail to think about, however, is how the customer information they collect gets from their email inboxes into whichever CRM platforms they use. Copy/pasting information can be time consuming, and manually inputting the data is even worse.

Dispatch is an application that businesses can use to quickly pull customer data into many different CRM platforms, mailing list tools, and marketing automation software. The web-app automatically pulls important data from emails and imports that information into whichever platforms the user chooses. Configure your current email system to send copies of all incoming leads to a special Dispatch address, then tell Dispatch which information to pull from each email that comes in (such as names, email addresses, or phone numbers). Dispatch will complete certain “actions” each time you receive an email with the data you selected. For example, you can set up Dispatch to add all new contacts to your Highrise accounts, make voice calls when new messages come through, create tickets with Zendesk, or add email addresses to MailChimp. These actions all occur automatically whenever certain conditions are met.

In addition to pulling data from incoming emails, Dispatch can also pull out information in webhooks. The application can adapt to any webhooks structure, making it easy for businesses to automatically import the data that potential customers input into their web forms and other online tools.