The Email archiving is a user friendly tool which helps the end users to customize their personal email Inbox to send, receive, view, store emails for retrieval and reference at any point of time.
Auto-archiving of Emails is a cake walk using our SuiteCRM Plugin
Boost business productivity, compliance & continuity with email archive!
For example, the Email archiving is very useful for sales teams so that they can get access to any customer related information for any period and it helps greatly in sales pitching. The sales team can import emails associated with a relevant SuiteCRM module and the team can retrieve the records on the history sub panel.
Four big reasons to go for auto email archive
Need to stay compliant in business operations
Retrieve historical customer data to gain fair insight into customer stories, preferences, quotes, and business.
To manage and reconnect with the lost clients
Easy access to records of important customers for future reference or revival or new business prospects.
Four Simple Steps To Archive Emails in SuiteCRM
- How it works
- 1 - Install plugin
- 2 - Configure IMAP/POP
- 3 - Email Test Settings
- 4 - Run Bulk Email Syncing
We have done the coding - You finish the setup
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Email Module Settings
Auto Email Configuration Page
Auto Email Configuration pages
Incase if number of unsynced / new emails are more than 100 emails,
Users get link to Bulk Email Sync Page for mass syncing.
Key Benefits of SuiteCRM Auto Email Sync
Why you need email archiving?
Earlier, if you are using SuiteCRM, you need to manually switch to email page & check the mails. It is time consuming and there is less chance to retrieve the data due to lack of synchronization. This spark made our developers initiate a customer & field which can help in synchronizing the specific emails received by the user & customize the retrieval process to save time & increase the productivity.
Features of SuiteCRM Email Archiving Engine
SuiteCRM Email Archive Plugin is quite user friendly and easy to install, Let us understand the features of the Email archiving engine to get more clarity.
Auto Archive Emails both Inbox and Sent Items
View Archived Emails in CRM History Panel
Server-Side Integration Syncs Email Directly
Handle Large Email Traffic
Synchronization Time-Saving Solution
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