Sync CRM

Softomate CRM Sync is a development platform for Outlook. With Softomate CRM Sync you can easily make plugins for Microsoft Outlook with ability to synchronize with popular CRM software:

• Salesforce
• SugarCRM
• Amdocs
• EMC Documentum
• Siebel
• And others

Platform architecture

Softomate CRM Sync architecture consists of 4 functional blocks:

Communication
Provides mechanisms to communicate with third-party systems via HTTP, HTTPS, SOA.

User Interface
Provides functionality to control Outlook interface:

• Make toolbars, buttons, combos
• Display popup context menu
• Display general windows and dialogs

Data Access
Allows accessing Outlook data such as: mail, contacts, calendar, appointments, metadata (flags, from, to etc.).

Data Control
Provides mechanisms to control Outlook data:

• Modify, delete, create items
• Send messages
• Process incoming messages
• Make appointment alerts

Features

Softomate CRM Sync allows you to implement many features in your Outlook plug-in.

Instant access to CRM objects
You can access customer contacts, information, sales history or any other data with one click in your Outlook

You CRM inside Outlook
Access, create, delete or modify CRM objects right in Outlook.

Emails importing
Automatically import emails from CRM to Outlook. Import emails from Outlook to CRM keeping all history and relationships with contacts and sales.

Instant intelligence
Get all information from CRM and third-party sources (LinkedIn, Jigsaw, Facebook etc.) about contact in your Outlook.

One sales workplace
Outlook and your CRM share one workplace. Automatically synchronizes contacts, tasks, calendar and appointments.

Upload documents with one-click
Just drag and drop files to upload to CRM.

Instant notifications
Real-time alerts on desktop or Outlook on critical events and changes in your CRM.

Get more info on Softomate Sync CRM and tips on how our solution can help your business today!

Or Call: +1-703-881-3167