Enterprise-Class Exchange Integration

Synchronize CRM Data with
Users' Exchange Mailboxes

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

Rule-Based Email Archiving Engine

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.

Email Side-Panel (Optional)

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

Enterprise-Class Scalable Solution

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