AESync Features

Server-side integration of Exchange and SugarCRM

The synchronization works at server level which means that data becomes immediately available in all email clients. There is no need to install any client-side Add-Ins.

Support for most popular email clients

  • Outlook
  • Entourage
  • Apple Mail
  • Thunderbird

Support for most popular mobile platforms

  • iPhone/iPad
  • Android
  • Blackberry
  • Windows Phone

Synchronization

Fully automatic synchronization of data between CRM and Email servers.

Two-way synchronization of

  • Contacts
  • Accounts
  • Leads
  • Tasks
  • Meetings
  • Calls

Email archiving

Messages from Email server are automatically archived to CRM system. Also messages can be archived to specific Opportunity or Case.

Auto creation of

  • Opportunities
  • Cases

Security

Synchronization is done at individual user level via impersonation mechanism. This guarantees that users are isolated and see only that data which is permitted by access rights.

Configuration Wizard

Configuration Wizard enables creation of a synchronization profile with a few mouse clicks. Specify server login data and URLs, setup license and user names, choose synchronization scenarios and configuration is complete.

Synchronization Monitor

Use the monitor to see what and when was synchronized.

Scheduler

Specify when you want to synchronize: immediately on event, at specific times or intervals.

Custom scenarios

Custom synchronization scenarios can be created on-demand.