Description
With this plugin you can
- Select an email in Outlook and archive it to CRM. You can then relate it to selected CRM accounts, opportunities and other modules.
- Trigger mass automatic synchronization of contacts, meetings and tasks. You choose modules to sync and direction.
- Extract signatures from email text and create CRM contacts or leads.
The plugins works in Microsoft Outlook be it Outlook Web App, Outlook 2013+ on PC or Outlook 2016 on MAC. It supports both Office 365 accounts and Exchange Server 2013 on-premises installs.
What is GrinMark?
Supported Outlook Versions
- Outlook Web App
- Outlook 2013 or later (e.g. 2016) for PC (Windows)
- Outlook 2016 or later for MAC
Supported Exchange Versions
- Microsoft Exchange Server 2013+
- Microsoft Exchange Online (Office 365)
Features
Archiving (uploading to SuiteCRM) emails from Outlook Online
- Archiving from Inbox, Sent Items and any other Outlook folder
- Auto detection and linking to related SuiteCRM contacts, leads and accounts
- Links to SuiteCRM email and related items from Outlook email message
Relating emails to CRM items
- Search in Contacts, Accounts, Leads, Opportunities, Cases and other modules using wildcards
- Check found items and link with the email by pressing Relate button
Preview CRM Items
One-way and two-way synchronization of Contacts, Meetings and Tasks
Mass Email Archiving
- On-demand. User decides when to synchronize.
- Only items updated since last synchronization are processed
- Private items are automatically ignored
- Synchronization is performed in background and you can continue working on other tasks
- Detailed history of synchronization
- Notification email at the end of synchronization with summary information
- Smart merge of duplicates
- Automatic archiving of emails marked with ToCRM category
Email Signature Extraction
The first and the only automatic email signature extraction for SuiteCRM. Leading edge technology for mining contact data.
Email messages contain valuable auxiliary information: signatures, addresses, events and more. GrinMark provides a solution for automatic extraction of email signatures in a structured way: name, title, organization, address, phone, etc. With this structured data users can quickly create new or update existing contacts in SuiteCRM.
Email signature extraction is based on GrinMark TextMiner – a sophisticated technology which applies the power of machine learning to routine tasks of email archiving. TextMiner uses cutting edge algorithms to extract valuable structured data and relationships from email body.
Learn More
Getting started guide describing installation, settings and usage of GrinMark Outlook 365 Plugin for SuiteCRM is available here.
Prerequisites
Works with all versions of SuiteCRM.
Supported Outlook Versions
- Outlook Web 365
- Outlook 2013 or later for PC
- Outlook 2016 or later for MAC
Cam Russell – 1:47 am January 9th, 20192 years ago2 years ago –
Additional Update:
After some time to get back to us, the vendor has been very helpful and co-operative overall. We have now had some time to use the product and we can report that the add-in actually works great and is really quite useful! I will provide additional feedback from our other beta testers in another week or so.
Update:
The vendor has since responded and fixed the server-side problem with some of our licenses.
Provided that there is support, this is a good product and does what it is intended to do.
Original Feedback:
The first problem was that this product does not support the SSL strong encryption recommendations here:
https://httpd.apache.org/docs/trunk/ssl/ssl_howto.html
Support did not initially answer any of my tickets so I had to troubleshoot this myself and found that I needed to relax the SSLCipherSuite configuration to talk to their cloud server, which is OK, but sub-optimal. In the long run, they will be updating their server, but that may take some time.
After this glitch, we had this add-in working successfully for 8 days and then it would no longer sync and returned an Email stating:
License Not Found
Insufficient license to start synchronization
Testing the license in settings shows that it is valid, and we also had 3 more weeks of free trial time on this license. Turns out it was a server side issue they resolved for us within the week.
drlmxc – 8:16 am May 24th, 2017 –
Good integration but too expensive!
If you would make cheaper, you could earn more money:-)