EXPORT YOUR EMAIL TO A CRM

 

Have a complete view of your client records with previous email conversations and threads available for each contact. The email messages will be created as a note, a case or forwarded to the BCC dropbox.

 

HAVE YOUR EMAIL AND HELP DESK TICKETS AVAILABLE ON YOUR CRM

 

  • Agile CRM
  • Batchbook
  • Capsule
  • Highrise
  • Insightly
  • Pipedrive
  • Solve36
  • Zoho CRM
 

INTELLIGENT CONTACT CREATION

MailtoX searches for an existing contact in the CRM, based on the from email address. If the contact exists then the email is copied to the CRM. Optionally the contact can be created.

 

BCC AND API FOR CREATING THE EMAILS

The email messages will be created with the CRM API as a note or as a case or it will be forwarded to the BCC dropbox.


BACKUP YOUR EMAIL TO AMAZON S3

Have a backup of your email messages in Amazon S3 Storage. Backup your important email messages. You can export selected folders or entire mailboxes preserving the source folder structure.