Access your CRM Data
Directly from Outlook

Implicit FrontEnd provides you with full access to all your CRM data directly from within Outlook and allows you to perform all your CRM work without leaving Outlook

• Access, update and create CRM records: accounts, opportunities, cases etc.
• Sync Outlook native items: contacts, calendars, tasks
• Supports both tethered-mode for real-time access to CRM data and non-tethered-mode where CRM data is synchronized and accessed via Outlook
• Sync your custom CRM modules and custom fields
• Deploy different sync configurations for different teams
• Sync only the freshest and most relevant CRM data
• Instantly view the information you need, when you need it and take actions right from your inbox

Email Side-Panel

• Instantly view pertinent CRM data upon receiving emails from customers
• View, update or create CRM records: opportunities, cases, meetings, tasks etc.
• Archive emails by dragging and dropping to any record on side-panel
• Create a quick note for any CRM record on side-panel
• View history of all CRM activities
• Create contact, lead or account from the email
• Switch between multiple email recipients
• Snooze emails to convert them to CRM action items

Email Archiving

• Manual and automatic rule-based archiving
• Individual emails or complete email conversation threads
• Drag & drop or advanced archive to multiple CRM records
• Powerful rule-based email archiving engine
• System automatically suggests related CRM records to archive to
• Automatically create follow up meetings, tasks, and CRM records such as cases or opportunities upon archiving the email
• Highly configurable

Rule-Based Email Archiving Engine

• Create rules to process inbound and outbound emails and perform actions:
  • Archive emails to CRM
  • Convert emails into CRM action items
• Rules based on: contacts, leads, accounts, email addresses, words/phrases, or email conversations
• Automatically archive to related CRM records
• Create rules to automatically convert emails from contacts or leads into action items
• Automatically create new cases from emails, and archive emails to cases and opportunities' records
• Destination records can be determined at run-time based on the specific emails or specified in the rule.
• Shortcuts to create rules based on selected messages

Email Templates and
Mail Merge

• Enforce unified email templates across teams
• Utilize CRM Email templates directly from Outlook when composing / replying to customer's emails
• Merge CRM data directly with templates
• Automatically populates CRM data based on email recipients
• File attachments automatically attached from CRM
• Verify merged email before sending

CRM Action Items

• Convert your customers' emails into action items
• Never forget to respond to a customer's email again
• Increase productivity by streamlining the process of responding to customers' emails.
• Organize, prioritize and track responses to emails
• Automate the process by setting rules
• Stay on top of important customer interactions by using 'My Radar'
• Create your own custom action items lists, e.g.: web site leads, requests for quotes, support emails etc.

Centralized Administration
and Configuration

• Single Sign On Using SMAL authentication and LDAP
• All settings can be configured and managed centrally by admin and published separately for each team
• Dynamic re-configuration as needs change
• Enforce corporate security policies by configuring which CRM modules can be created / modified via Outlook (in addition to native CRM permissions)
• Manage users' FrontEnd licenses
• Silent network installations of FrontEnd client

Archive Documents directly
from within Word, Excel & Acrobat

• Archive proposals, quotes, contracts and other Office and PDF documents to your CRM right from within Word, Excel and Acrobat.
• No need to upload documents. Simply select the CRM record to associate with and save. We'll take care of the rest.
• Archive any desktop document to your CRM simply by selecting "Send To Implicit FrontEnd"
• Search and retrieve CRM documents from within Word/Excel

Web Browsers Integration
Access Outlook Functionality
from your Web Browser

• As you work with your CRM via the Web Browser - utilize Outlook to send emails, open and reply to archived emails via Outlook etc.
• Send meeting invites via Outlook - Utilize Outlook's powerful calendaring functionality - check availability of colleagues, schedule conference rooms etc.
• Select CRM records to automatically sync and open in Outlook
• Single click to switch between viewing records in Outlook and Web browser and vice versa

Full Offline Support

• Offline access to all CRM data that was previously synced with Outlook
• Interact with CRM data exactly as you interact with Outlook in offline mode.
• View, update or create accounts, opportunities, cases, leads etc.
• Archive incoming emails or send emails and have them automatically queued for CRM archival upon re-connecting
• All changes are cached locally on your desktop and will be automatically synced upon re-connecting