Many applications like business scanners or hosted CRM systems come with features that send email. To do so, it has to be able to connect to an email account that it sends on behalf of. The main challenge is that most good modern email services are strict about allowing emails to be sent on their behalf. Microsoft 365 is particularly strict. Google is a bit easier, but does require an extra step which is not obvious.
The platform I worked with more than any other in my previous job was CiviCRM. CiviCRM is an open-source CRM system aimed primarily at non-profits that builds on top of an existing WordPress, Joomla, or Drupal website. Drupal is the most powerful because Drupal has great permissions control already and CiviCRM can tie in to those, but the others are fine, too.
After a few years, I have a pretty good sense of the strengths and weaknesses that CiviCRM offers and will do a quick breakdown here.Continue Reading CiviCRM: Overview