The very best way to get started would be to schedule a setup/training meeting so you can connect with your personal Client Success Manager and go through the setup process together, making sure to customize it to your particular business needs/workflows. Go ahead and book a time by clicking on ‘ Schedule Consultation ’ at…
Annelite is the cross between email and CRM. We pioneered the concept of email-based CRM back in 2005 and have been leaders in this field ever since. Conventional email management methods in combination with contact management and calendar apps just aren’t getting it done any more. Actually, that’s being kind. Getting things done using traditional…
Any email, CRM, contact management and calendar app that you may have come across in the past is linear (or flat, if you like database terminology). It means that each part is separate and independent from another. Google is a fine example of linear structure. They have email, contacts, calendar and files. However each part…
Before they started using Annelite, our clients (ourselves included) managed their customer relationships using a combination of other software. This patchwork approach required endless copying and pasting between multiple apps, and constant switching back and forth between different windows to gather and reconcile customer data. Annelite eliminates all of this mindless busy-work so you can…
Annelite’s shared email Inbox is packed with features to help your team streamline email management. For starters, you can use Annelite to send and receive email from any number of personal and company emails, such as you@yourcompany.com, sales@mycompany.com, support@anothercompany.com. All email sent and received by you and your team members is displayed on the Contact…
There are two ways by which you can receive your existing email in Annelite: Auto-forwarding IMAP and POP We provide examples for Gmail and Google Apps. Other services will have a similar setup, please consult their documentation for details. Here are some other links for email auto-forwarding: GoDaddy • Yahoo! • Apple • Outlook Auto-forwarding This…
Annelite is designed to handle all of your incoming and outgoing email exclusively. If you must, however, you can mix and match it with any number of other email services, clients and devices. As always, we give you the tools and get out of the way. Annelite plays well with… Any mobile device: iPhone, Blackberry,…
There are six distinct ways you can create new contacts in Annelite. To create a contact manually, click on + sign or Create new contact from email. You can add Message Filters that will create new contacts from email based on the criteria you define (for example, if subject contains the words “contact form”). A…
Email marketing automation is an integral part of CRM in Annelite. The same features used by email marketing pros are included with every paying plan at no extra charge. Email Autoresponders let you send a series of automatic emails to a contact at specified intervals. Each autoresponder campaign sequence is associated with a group of…
You can export contacts from any service or application into a CSV (Comma-Separated Values) file and import it to Annelite in Settings > Import Contacts. After the CSV file is uploaded, it will be processed in the background. When completed, you will be able to view the stats on imported and updated contacts. Create groups & custom…
Annelite automatically generates a timeline for each contact. It includes all sent and received email, completed and pending tasks, notes and files, invoices, and pending and scheduled email marketing templates. You can open each line-item for preview without leaving the page. The Contact Timeline is shared among your team in real time. This puts everybody…
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