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
- Apple Mail
Support for most popular mobile platforms
- Windows Phone
Fully automatic synchronization of data between CRM and Email servers.
Two-way synchronization of
Messages from Email server are automatically archived to CRM system. Also messages can be archived to specific Opportunity or Case.
Auto creation of
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 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.
Use the monitor to see what and when was synchronized.
Specify when you want to synchronize: immediately on event, at specific times or intervals.
Custom synchronization scenarios can be created on-demand.