I'm planning on integrating an email application into an existing 'starting point' crm.
It needs to be able to send and receive emails from multiple users and attach pdf's directly from the database.
basically, they are a construction firm that sends out estimates on projects. THey need a place where they can send estimates from and all the other users in the firm can see the historical correspondence with each client so they don't overlap. They are considering using salesforce but since they already have everything in fm I suggested we try this.
I've checked out Dacon's Mailit but wanted to know if anyone has any better ideas. This is my first time doing this so any tips or warning woudl be greatly appreciated.