Segment your database by Groups and/or Tags
Customer segmentation is key to successful marketing and relationship building. In Annelite you can do it with groups, tags and even email folders – with a single click.
Unlimited custom fields
Create any number of custom fields that are unique for your business.
Filter timeline by activity types
Display activity types for even faster and easier access. It takes just a single click.
Files, notes, events and tasks on contact timeline
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.
Contact timeline with sent/received email
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!
Export emails in Mbox format
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.
Use our SMTP or bring your own
You can start sending emails via our SMTP server right away – we have a great reputation and track record – or bring your own SMTP.
Import email archives from POP or IMAP
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.
Filter sent messages by user
See what your colleagues are up to by filtering sent messages by the user who sent them
Attach files from shared library
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.
Email search
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.
Internal comments
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.
