Integrate intelecrm with other business applications through our add-ons and Application Programming Interface. Sync data with email client Microsoft Outlook. Tie the application into work conducted anywhere within the entire Microsoft Office Suite.
Explore what you can do using intelecrm: argaiv1288
Microsoft Exchange Integration by Riva
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- Transparent server-side intelecrm integration for all Exchange clients - NO plug-ins required
- Automatic synchronization of contacts, accounts, leads, opportunities, cases, quotes, address books, phone calls, tasks, notes and appointments in real time
- Supports all Exchange and GroupWise email clients - Outlook, Outlook Web Access, Microsoft Entourage for Mac, ActiveSync mobile devices, BlackBerry, IMAP and GroupWise
- Reduces the amount of time users spend manually copying and pasting information between intelecrm and Outlook
- Allows users to view, edit and manage intelecrm address book, calendar and CRM-specific data from the application of their choice - intelecrm or Microsoft Outlook
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"We have recently implemented intelecrm and the Riva product has made the hook into Outlook a breeze."
- John Wigginton,
Multi-Media Audio Visual
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QuickBooks Integration
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- Complete, pre-built integration between "Best of Breed" applications
- All processes, workflow logic, mapping is ready for you to configure with a mouse and the web
- Smart Solutions are completely configurable by the customer with pick lists, drop downs or custom fields
- Start-ups, SMB or Enterprise - select exactly the right type of configuration model for you - modify at any time
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Microsoft Office Plug-in
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- Integrates data with Microsoft’s leading productivity tool
- Sync emails and attachments into intelecrm modules including Accounts, Contacts, Leads, and Opportunities
- Sync Tasks and Calendar appointments
- Archive documents from Word, Excel, Power Point, MS Project, and Visio directly into intelecrm
- Utilize the Template Document Engine to create mail merge documents
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Gmail Integration
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- Fully integrate intelecrm with Gmail
- Archive contacts, e-mails and attachments from Gmail to intelecrm
- Create leads and contact records directly from Gmail emails
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Automated Contact Capture
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- Saves time by automating the process of entering new contacts from multiple sources
- Populate information from lists, documents, and emails into intelecrm
- Simply highlight the info and tap a key on the keyboard
- The technology recognizes contact information including names, titles, addresses, emails, phone numbers and websites
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