- Provides a 360-degree view of CRM information from your Outlook inbox
- File a message in SugarCRM from Outlook
- Attach emails to a contact or lead in SugarCRM
- Open, create and edit the relevant SugarCRM contact, lead, opportunity or other (custom) object without leaving the Outlook interface
- Reply or Compose messages using email templates from SugarCRM
- Optionally automatically copy emails and attachments to SugarCRM
- Create rules for which emails get automatically synchronized
- View and dial numbers using phone details from SugarCRM .com from your mobile
- View social media profiles for related contacts
iEnterprise Email Connector let’s you work the way you do by integrating your inbox, calendar tasks and contacts with your CRM.
Connector for SugarCRM and Outlook
The Connector for Outlook and SugarCRM Integrates SugarCRM and Outlook to allow you to use SugarCRM without leaving your inbox or calendar. These Connectors use new native Add-In technology and are built into Outlook. They run directly in the Microsoft cloud and there is nothing to install on the local PC. Our connectors work in any browser on Windows, Mac and they are the only connectors that work on mobile for both iOS and Android.
Outlook, Sugar CRM – All Editions
Features and Functions:
- Provides a 360-degree view of CRM information from your Calendar
- File a calendar item in Microsoft Dynamics 365 from Outlook
- Create and edit accounts, contacts and leads and more directly from your calendar
- Open, create and edit the relevant SugarCRM .com contact, lead, opportunity or other (custom) object without leaving the Outlook interface
- View and dial numbers using phone details from SugarCRM on your mobile
- Automatically synchronize calendar items from Outlook to and from SugarCRM
- Automatically links calendar items with CRM Contacts or Leads
Return on Investment
- Maximize your Sugar and Google Suite Investments
- Increase productivity and corporate knowledge
- Focus on the job, not administration
- Convenient SaaS subscription model
Here is what is different/better about the connector versus other solutions
- Native Outlook add-in .
- EVERYTHING Works on Mobile – Virtually all features and functions work inside of the Outlook App on iOS and Android.
- Works in ANY browser
- We charge ONLY for the users that need our connector NOT everyone using Sugar CRM, unlike other vendors.
- NOTHING to install locally – Instead it installs inside of Outlook on the Google.
- Can be Remotely Deployed – The connector can be installed for your whole organization with a single click.
- Includes Social Insights – See relevant information from social media including LinkedIn, Twitter and Facebook inside of Outlook
- Create leads from social media at no additional cost.
- Email Templates – Create new messages and responses using email templates directly inside of Outlook
- No need to leave Outlook – Almost any CRM feature is available without leaving Outlook
- INCLUDED with iCRM – If you are a user of our own iCRM solution then the integration is included.
- Does much more and costs less than the premium offerings from SugarCRM and others.
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