Enterprise-Class Exchange Integration
Synchronize CRM Data with
Users' Exchange Mailboxes
Full bi-directional synchronization of contacts, calendars & tasks
Automatic archive of inbound & outbound emails
Automatic sync based on contacts/leads or on users' categories
Configurable Exchange folders
No Software Installed on users' Desktop
Centrally configured and managed by an administrator
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Rule-Based Email Archiving Engine
Create rules to archive inbound and outbound emails
Rules based on: contacts, leads, accounts, email addresses, words/phrases in subject, case templates
Automatically archive to related CRM records
Automatically archive emails to cases records
Destination records can be determined at run-time based on the specific emails or specified in the rule.
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Email Side-Panel (Optional)
Get the best of both worlds by combining the Exchange connector with FrontEnd Side-Panel
Server-side integration only; FrontEnd Side-Panel is deployed via Exchange to all users; No software installed on users desktops
Configure the Exchange connector to sync contacts & calendar and auto-archive email messages and utilize the Side-Panel to enable users to interact with the CRM
Supports on-premise Exchange (2013 and higher) and office 365
FrontEnd Side-Panel allows users to:
Instantly view CRM data upon receiving emails from customers
View, update or create CRM records: opportunities, cases, meetings etc.
Manually archive selected emails
Create contact, lead or account from the email
Create a quick note for any related CRM record
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Enterprise-Class Scalable Solution
For deployment in house or as a hosted solution (e.g. AWS)
Integrates with Microsoft Exchange / Office 365
Scalable from a single server to a server cluster
High Performance; handles large-scale email traffic
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