It takes a single click to retrieve any minute detail of the relationship history. Essentially, you get an instant total recall ability. Your team will always know what’s been said and done, what to do next, and who’s responsible.
Annelite combines the simplicity of email with the power of CRM. You have to experience it to appreciate the impact this seemingly simple notion will have on your business. A word of caution: there’s no going back!
We will never hold your data hostage. In addition to contact and calendar export, you can also export your email in the industry standard Mbox format.
You can start sending emails via our SMTP server right away – we have a great reputation and track record – or bring your own SMTP.
You can import past email archives stored in a POP or IMAP server in no time. And if you import your contact database first, each email will be automatically assigned to the appropriate records.
See what your colleagues are up to by filtering sent messages by the user who sent them
Upload and share frequently used documents, brochures and any kind of files in a centralized file storage space. Attach files to emails without having to upload from your computer every time.
With our powerful keyword search you can retrieve any piece of information from team’s entire email archive. Precious data is no longer trapped in individual inboxes.
Discuss any email or calendar event with your team members. No need to forward emails or use external chats. Your comments will remain neatly filed in the system for record-keeping.
Takes just one click to create a task from an email. You can set it for yourself or delegate to team members.
Label any object – not just email – with tags to keep your projects organized and on the ball.
Link and unlink emails to and from contacts to get infinite flexibility for email filing and archiving.
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