Exchange.Sync

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SMARTCRM and Outlook: exchange with guarantee of success

Keeping track – not only of your own e-mails, activities and appointments but also of those of your team colleagues? Gathering all information centrally in the CRM? And this, without having to worry about how the data end up there? Just because everything runs automatically?

Central instead of local: so easily SMARTCRM cares for the synchronization of your communication and contact data between the CRM solution, Microsoft Outlook and your smartphone through Exchange Sync.

 

 

E-mail import

Automatic or manual import of sent or received e-mails from Microsoft Outlook into SMARTCRM

Contact sync

Automatic synchronization of defined contacts between SMARTCRM and Microsoft Exchange

Appointment sync

Automatic synchronization of appointments between SMARTCRM and Microsoft Exchange including address and contact links

Outlook categories

Support of the Microsoft Outlook categories

SMARTCRM connection

Open an associated customer file from Microsoft Outlook

Central service

Central server service, no installation required on PCs or smartphones

No login

No logged-in user required on the server

Configuration

Individual adaptation of the synchronization settings

System requirements

for the use of SMARTCRM.EXCHANGE.SYNC

  • At least Microsoft Exchange 2007 including updated Service Packs
  • At least Microsoft Outlook 2007

SMARTCRM.Exchange.Sync in use at customers'

Over time SMARTCRM has adapted to our requirements, since the developers of SMARTCRM take our sales processes into consideration and implement their findings in product development.

Kurt Hoppen, General Manager at Bluhm Systeme GmbH
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