Internal email discussions often contain important information that should become part of the CRM record for future reference or audit trail purposes. Whether you are discussing pricing or gathering information for a quote, the collaboration tool allows you to track and capture email correspondence from all participants and generate a collaboration log inside the related CRM record.

 

The approval tool allows you to request your sales manager’s approval via Outlook prior to offering a discount or sending a quote to a customer. It allows you to capture all email correspondence with your designated approvers, including when and by whom the request was approved or declined, and generate an approval log inside the related CRM record.

FrontEnd provides a wide variety of methods to archive email from Outlook to the CRM ranging from manual archiving of emails, complete email conversations to a high-end auto archiving engine that allows you to define your own custom rules. Email archiving rules can be defined at the corporate level and at the individual user level.

 

Save time by automating creation of CRM documents directly as email attachments in Outlook. It also allows you to standardize outbound emails by allowing users to select from CRM templates.