Advanced Module

MS Exchange Integration

Without proper communication between your company and the customer proper business is simply not possible. In today’s business there are numerous ways to keep in you contact with the customer but the main player is now email. The MS Exchange Integration brought to you by SMB CRM helps you keep that communication you desire. With full records of customer interaction by keeping, tracking, and associating email activities with customer records brings the right information to your exchange for your use. To make the tracking easier SMB CRM offers direct email integration brought to you through Microsoft CRM for incoming and outgoing mail. Let MS Exchange Integration brought to you by SMB CRM save you time and stress so you can handle your business processes more efficiently.

Features and Benefits

• Stay connected Don’t lose data and information that you have updated into your CRM while offline ever again! With SMB CRM that information is automatically updated. Outlook will sync via Microsoft Exchange with your CRM database once you have returned online.
• Control Control your CRM contacts and decide which will populate your Outlook contacts.