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CRM

CRM / Technology

E-mail integration made easy

The PisaSales CRM offers you interfaces to Outlook/Exchange as well as to Lotus Notes and the Google G-Suite as standard. 

These enable the bidirectional synchronization of all e-mails, tasks, appointments, telephone calls and memos. With the help of the groupware connector, your appointments are synchronized automatically with the Microsoft Exchange server, the Lotus Domino server or the Google G-Suite in PisaSales. The PisaSales mailbox offers an integrated groupware client as an alternative to Microsoft Outlook.

Saves Time at the Communication Interface

  • Bidirectional coupling with Outlook/Exchange, Lotus Notes/Domino or Google G-Suite
  • Automatic alignment of groupware appointments with PisaSales appointments
  • Optimum protection of privacy thanks to a sophisticated access management system
  • Automatic linking of the information imported into the CRM into the correct context
  • PisaSales mailbox as an alternative to the Outlook client
With the PisaSales mailbox, Outlook will become unnecessary

A Central E-mail Archiving Solution

The PisaSales CRM becomes the central e-mail archiving for sales, marketing and service.

The deep integration in Microsoft Office supports the import of e-mails including document attachments into PisaSales CRM and their linking to any contacts, activities, products and processes. During the import process, in addition to automatic recipient and sender assignment, you can add missing contact data in PisaSales CRM, quickly link the e-mail to the relevant context, deselect attachments that are not needed, etc. This qualified assignment means that e-mails can be quickly found and tracked later in the system in the contact or transaction history.

Collaboration for a Better Team Work

The deep integration in Microsoft Office supports the import of e-mails including document attachments into PisaSales CRM and their linking to any contacts, activities, products and processes. During the import process, in addition to automatic recipient and sender assignment, you can add missing contact data in PisaSales CRM, quickly link the e-mail to the relevant context, deselect attachments that are not needed, etc. This qualified assignment means that e-mails can be quickly found and tracked later in the system in the contact or transaction history.

Calendar for All Appointments and Activities 

While the PisaSales Groupware-Connector makes sure that the data in both systems are up-to-date, the PisaSales Calendar shows all synchronized appointments as well as other activities and availability of your employees in the CRM system. Thereby transaction information, involved persons, attached documents etc. can be called directly from the appointment. Your privacy is optimally protected by the special treatment of private appointments. In addition to a personal calendar, a team calendar is available, which shows you the calendars of your colleagues.

The PisaSales Mailbox

The Clever Alternative to Outlook

Using the PisaSales mailbox, you can read your e-mails and import them into the PisaSales CRM with one click, send e-mail drafts and edit appointment invitations. In addition, you always have an overview of all upcoming tasks and appointments. The structure and functionality of the PisaSales mailbox is based on common groupware clients and can be placed as a separate window on a second screen.