Do you often find yourself getting lost within a sea of emails and struggling to maintain an organized CRM? The solution might be simpler than you think! Introducing the Email Archiver add-on for SuiteCRM, a game-changer in optimizing your email management system by syncing crucial correspondence with your CRM records.
Our Email Archiver add-on has everything you need to keep emails properly housed and related to corresponding SuiteCRM records without complicated procedures or limits on user access!
Seamless Integration with Outlook and Office 365
Compatible with Microsoft Outlook and Office 365, our extension is built from three core components that together ensure comprehensive email record-keeping within your CRM system. Whether you’re managing contacts, accounts, leads, or opportunities, every significant email is effortlessly linked and archived.
Let’s delve into the workings. Firstly, access the Mail Accounts module within SuiteCRM. Here, you can initiate the connection with your Outlook account, priming it for synchronization.
Dual Synchronization Modes
Choose your method of synchronization wisely. SuiteCRM offers two distinct options for syncing emails, but remember, they function exclusively of one another. You have the option to:
- Fill out fields in SuiteCRM’s Mail Accounts module.
- Utilize the ‘Connect to Office 365’ feature—watch for that green button!
When it lights up, your connection is live.
Archiving Emails Made Simple
Upon establishing your connection, navigate to Email Archiver from DetailView. This intuitive interface allows you to select which emails should be archived in SuiteCRM, which you can then associate with specific modules like contacts or leads.
In the designated module, all stored emails can be found under a ‘history’ subpanel.
Enhancing Workplace Efficiency
The magic of Glances integration is in its ability to weave together all workplace apps into a singular, insightful hub. Maximize your time by obtaining customer insights instantly, simplifying your workflow significantly.
Intrigued? Reach out for support or request a demo and see how this solution can redefine your CRM strategy today!
