Email Archiving
FrontEnd provides a wide range of methods for manual archiving of emails from Outlook to the CRM to allow you to chose the appropriate method depending on your intention:
- Simple drag and drop of emails onto records on the side-panel
- Advanced method that allows you to archive emails to multiple records simultaneously, including custom records. It also allows you to create a rule to automatically archive future emails on the same topic.
- Retroactively archive complete conversations
Rule-based Auto-Archiving Engine
Automate email archiving by creating simple rules:
- Rules for specific contacts, leads, accounts and conversations
- Rules for specific CRM types, e.g.: ‘All Contacts’ or ‘All Leads’
- Rules based on email addresses of sender / recipients and phrases in the subject line
Email Automation
Leverage the power of Office and Outlook to trigger mail merge from Outlook and automate creation and sending of quotes and invoices
- Save time by performing remote mail merge, generating quotes and invoices and automatically attaching them to your emails
- Standardize outbound emails by allowing users to perform mail merge of CRM data with CRM email templates
