Improve Productivity and User Adoption

• Leverage the ease of use and familiarity of Outlook to increases the adoption of CRM
• Integrate CRM work seamlessly with your daily use of Outlook.
• Automate data entry from Outlook to the CRM

Compare to SugarCRM native Outlook Plugin

10 Reasons to choose Implicit FrontEnd Outlook Plugin

Access your CRM Data Directly from Outlook

• Access, update and create CRM records: accounts, opportunities, cases etc.
• Sync Outlook native items: contacts, calendars, tasks
• Sync your custom CRM modules and custom fields
• Use either tethered mode for real-time access to CRM data or non-tethered mode
• Deploy different sync configurations for different teams
• Sync only the freshest and most relevant CRM data
• Instantly view the information you need, when you need it and take actions right from your inbox

Email Side-Panel

• Instantly view pertinent CRM data upon receiving emails from customers
• View, update or create CRM records: opportunities, cases, meetings, tasks etc.
• Archive emails by dragging and dropping to any record on side-panel
• Create a quick note for any CRM record on side-panel
• View history of all CRM activities
• Create contact, lead or account from the email
• Switch between multiple email recipients
• Snooze emails to convert them to CRM action items

Email Archiving

• Manual and automatic rule-based archiving
• Individual emails or complete email conversation threads
• Drag & drop or advanced archive to multiple CRM records
• Powerful rule-based email archiving engine
• System automatically suggests related CRM records to archive to

Rule-Based Email Archiving Engine

• Create rules to process inbound and outbound emails and perform actions:
• Archive emails to CRM
• Convert emails into CRM action items
• Rules based on: contacts, leads, accounts, email addresses, words/phrases, or email conversations
• Automatically archive to related CRM records
• Create rules to automatically convert emails from contacts or leads into action items
• Automatically create new cases from emails, and archive emails to cases and opportunities' records
• Destination records can be determined at run-time based on the specific emails or specified in the rule.
• Shortcuts to create rules based on selected messages

Email Templates and Mail Merge

• Enforce unified email templates across teams
• Utilize CRM Email templates directly from Outlook when composing / replying to customer's emails
• Merge CRM data directly with templates
• Automatically populates CRM data based on email recipients
• File attachments automatically attached from CRM
• Verify merged email before sending

CRM Action Items

• Convert your customers' emails into action items
• Never forget to respond to a customer's email again
• Increase productivity by streamlining the process of responding to customers' emails.
• Organize, prioritize and track responses to emails
• Automate the process by setting rules
• Stay on top of important customer interactions by using 'My Radar’
• Create your own custom action items lists, e.g.: web site leads, requests for quotes, support emails etc.

Centralized Administration and Configuration

• Single Sign On Using SAML and LDAP
• All settings can be configured and managed centrally by admin and published separately for each team
• Dynamic re-configuration as needs change
• Enforce corporate security policies by configuring which CRM modules can be created / modified via Outlook (in addition to native CRM permissions)
• Manage users' FrontEnd licenses
• Silent network installations of FrontEnd client

Archive Documents directly from within Word, Excel & Acrobat

• Archive proposals, quotes, contracts and other Office and PDF documents to your CRM right from within Word, Excel and Acrobat.
• No need to upload documents. Simply select the CRM record to associate with and save. We'll take care of the rest.
• Archive any desktop document to your CRM simply by selecting "Send To Implicit FrontEnd"
• Search and retrieve CRM documents from within Word/Excel

Web Browsers Integration - Access Outlook Functionality from your Web Browser

• As you work with your CRM via the Web Browser - utilize Outlook to send emails, open and reply to archived emails via Outlook etc.
• Send meeting invites via Outlook - Utilize Outlook's powerful calendaring functionality - check availability of colleagues, schedule conference rooms etc.
• Select CRM records to automatically sync and open in Outlook
• Single click to switch between viewing records in Outlook and Web browser and vice versa

Full Offline Support

• Offline access to all CRM data that was previously synced with Outlook
• Interact with CRM data exactly as you interact with Outlook in offline mode.
• View, update or create accounts, opportunities, cases, leads etc.
• Archive incoming emails or send emails and have them automatically queued for CRM archival upon re-connecting
• All changes are cached locally on your desktop and will be automatically synced upon re-connecting

Supported Platforms

Windows: Outlook 2010, 2013, 2016, 2019, Office 365