Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
Want to explore Microsoft Exchange + Agile CRM quick connects for faster integration? Here’s our list of the best Microsoft Exchange + Agile CRM quick connects.Explore quick connects
Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives
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Calendar Event Start
New Calendar Event
Updated Calendar Event
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Microsoft Exchange is a messaging server developed by Microsoft. It is an application that helps to manage and keep track of the mails sent or received by a user. Exchange stores all your mails in the database and also it keeps track of all the attachments with the mail. It also helps you to connect your mail accounts to Windows Live, Hotmail, Yahoo, Gmail and AOL. Exchange also has features like availability alerts, spam blocking, flexible storage options, offline access, free email forwarding etc.
Agile CRM is a Customer Relationship Management (CRM. and sales force automation (SFA. spution offered by Microsoft. CRM sputions are used for storing customer data and information in one place. Agile CRM provides a web interface to view the customer data easily. The customer data is stored in the database of Agile CRM and can be accessed through a web interface or Outlook integration. Agile CRM also has features like lead assignment, opportunity management, forecasting, pipeline management etc.
There are several ways to integrate Exchange Server with Agile CRM. One way is to use Agile CRM Outlook add-in. The Outlook add-in allows you to synchronize the Exchange Server contacts directly to the Agile CRM contact list. You can use Agile CRM Outlook add-in to create new tasks from the emails received on your mailbox. It also allows you to send emails from within Agile CRM.There is another way of integrating Agile CRM and Exchange server. You can configure the webmail client in your Exchange server using the IIS (Internet Information Services. This will allow you to use Agile CRM web client for reading the mail on Exchange server. Using this method you can also configure multiple web mail clients for Exchange server and each web mail client can be used for accessing different mailboxes on Exchange server. The web mail clients can be configured with different security credentials like domain credentials, windows credentials etc.
Integration of Microsoft Exchange and Agile CRM will help organizations to improve productivity as they will have a single interface for managing their customer data. It also helps in reducing cost and provides better integration between Outlook and Agile CRM.
The process to integrate Microsoft Exchange and Agile CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.