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Access and Sync all SugarCRM Modules Full access and bi-directional sync of Outlook’s native items: contacts / leads, calendars and tasks, as well as all standard & custom CRM modules. Create / Modify items such as: Accounts, Opportunities, Cases, Notes, Contracts etc. From within Outlook and have them automatically synced to your CRM and vice versa.
Custom Modules / Fields Define and sync your own custom CRM modules / fields. Customization can be deployed corporate-wide by administrators or individually by users. Activity-Based Sync Sophisticated, patent-pending algorithms ensure that only the freshest and the most relevant data is synchronized. Full Offline Support All data that you create or modify in Outlook while being offline, will be automatically synced to your CRM upon re-connecting to the Internet.
Automatic Vs. Manual Email Archive The convenience of automatic rule-based email archive based on contacts, accounts or leads, combined with the flexibility to manually archive emails to any CRM record. Email Side-Pane Instantly view key information upon receiving an email and take immediate actions such as create accounts / contacts / leads, schedule meetings, assign tasks or update opportunities. Seamless Email Archive To minimize any impact on user experience, FrontEnd utilizes a taskbar application that archives emails in the background, making the process seamless to users.
SugarCRM Plugin SuiteCRM Plugin; Sync Outlook Data with SugarCRM: Contacts, Calendars, Tasks Create new CRM Records from Outlook Limited Full Access to all CRM Data from within Outlook Full Support for Custom Modules / Custom Fields Email Side-Panel Email Archiving Rule-Based Auto-Email Archiving.
Archive Documents Utilizing a set of plug-ins for Office apps and Acrobat, FrontEnd allows you to archive documents to your CRM directly from within Word, Excel and Acrobat. You don’t need to upload documents anymore. Simply select the CRM record to archive the document to. The document will be automatically archived upon the next sync cycle. Word / Excel / Acrobat Archive proposals, quotes, contracts and other Office and PDF documents to your CRM right from within Word, Excel and Acrobat. Desktop Documents Archive any desktop document to your CRM simply by selecting 'Send To' and specifying the record to associate the document with. Search for Documents When working inside Word / Excel, FrontEnd allows you to search and retrieve other Office documents that were archived in your CRM right form within the Office app.
Related Emails The advantage of working in Outlook is that unlike in the CRM, you have access to the actual live email and not an archived copy so you can open and reply to it right from within the record. Email Side-Pane Activities Related activities are also shown on the email side-panel so upon receiving an email you have an instant view of all current account, contact or lead activities. Follow Up Activities Upon sending an email to a contact or a lead you can set up a follow up Outlook activity in the form of a meeting, call or task which goes directly into your Outlook and CRM calendars.