Microsoft 365 / Exchange &
Server-Side Connector

  • 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

    • Email Side-Panel

    • 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

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