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Extension Software for Sage CRM™: Mail Filing Automation for Sage CRM Features
CRM Mail Filing automation is
difficult to "show" because it has no
user interface - its all behind the
scenes and all automatic. However, 21CRM
Mail Filing Automation includes these
features:
- Eliminate the need to manually
file inbound emails
- Eliminate the need to manually
CC/BCC outbound emails
- Automate filing for inbound and
inbound emails by filing all emails
for qualified contacts *
- File inbound emails server-side,
making them available in CRM even
before you read them in MS Outlook.
- Uses CRM's mail management
server to ensure 100% compatibility
with any CRM system, even if heavily
customized!
- Easy to install, using 21 CRM
Systems's "CRM Setup Factory"
technology!
You can purchase Mail Filing Automation for Sage CRM from your local 21CRM SYSTEMS Software
Partner. Alternately, contact us and we'll help you find the authorized
reseller nearest you!
* contacts to
auto-file for are determined by the
contact's presence in a predetermined
Outlook Public Folder. Typically this
public folder is populated using the
CRM Exchange Contact Sync utility,
ensuring that mails are filed for all
CRM contacts, however this is optional
and the folder can be populated any way
you would like.
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