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CRMCash Outlook Plugin  
   
In most of the small and medium businesses, E-mail and CRMCash applications are stacked incrementally in an IT infrastructure over a period of time. Initially e-mail service plays a vital role in communicating with customers. Once the business expands to a stage where it is very difficult to manage customers with the existing e-mail service, companies look for more sophisticated customer relationship management solutions. By that time, usage of e-mail service would have become popular and users as well as IT managers would feel reluctant to give up the existing e-mail service for different reasons. At the same time, they would like to use the CRMCash systems to increase the productivity.
In a broad perspective, Customer Relationship Management solutions (installed as well as hosted) and e-mail services complement to each other. Most of the surveys reveal that the Microsoft® Outlook® e-mail service is the one of the top most available e-mail clients in the market.

Many CRMCash vendors claim that they are providing Microsoft® Outlook® integration with their CRMCash solution but customers have to bear the additional charges. Most of the open source CRMCash projects are not exceptional to this trend. They provide CRMCash software as free and open source but when it comes to Microsoft® Outlook® integration, it is closed source. Realizing this fact, CRMCash.com CRMCash team released CRMCash.com Outlook Plug-in for Microsoft® Outlook® users as an Open Source Project in SourceForge.net.
The CRMCash.com Outlook Plug-in for Microsoft® Outlook® is a fully functional, enterprise grade business productivity enhancement utility and it is evolving rapidly based on open source community feedback.
 
 
Key Features  
   
  Synchronize contacts between Microsoft® Outlook® and CRMCash.com
     
  Add customer-related incoming and outgoing E-mail messages from Microsoft® Outlook® to contacts in CRMCash.com
     
 

Synchronize customer-related tasks between Microsoft® Outlook® and CRMCash.com

     
  Synchronize customer-related calendar (calls and meetings) between Microsoft® Outlook® and CRMCash.com
     
  Resolve conflicts if there are any mismatch between Microsoft® Outlook® and CRMCash.com data (contacts, tasks, and calendar)
     
 
Download: CRMCash | Outlook Plugin | User Manual  
 
Try CRMCash Outlook Plug-in Now  
   
Before synchronizing Microsoft® Outlook® data with CRMcash Demo, enter the CRMCash demo login details:  
   
  Start the Microsoft® Outlook®.
     
  Select the Tools -->Options menu.
     
 

In Options dialog, select the CRMCash.com tab and enter the user login details.

     
 

Click the OK.

     
  Now start working with CRMCash.com Outlook Plug-in.
     
 

Note: Kindly do not expose your realtime data in CRMCash.com demo. Because, the data exposed in the demo can be accessed by anyone and may be misused.

 
 
Aweber Plugin  
   
You now integrate the world's most popular auto responder to CRMcash.com

When a record is created in Aweber its simultaneously created in CRMcash.com so not only you can have multiple touch points with the customer via email an auto responder software you now can also stay in touch with your customer via phone and have a customer activity and customer history associated with it.
 
   
 
CRMCash.com Office Plugin  
   
CRMCash Office Plug-in for Microsoft® Word® is a fully functional, enterprise-grade business productivity enhancement add-on for creating on-the-fly mail merge documents, such as form letters, mailing labels, envelopes, catalogs, and other documents based on customer data source in CRMCash.  
   
Key Features  
   
 

Create mail merge templates from Microsoft® Word® based on CRMCash database fields (Leads, Accounts, Contacts, and Tickets)

     
 

Create mail merge documents from CRMCash based on leads, accounts, and contacts-related data

 
   
Download: CRMCash | Outlook Plugin | User Manual  
 
Try CRMCash Outlook Plug-in Now  
   
Before creating mail merge templates from Microsoft® Word® connect to CRMCash Demo running at http://en.CRMCash.com as given below:  
   
  Start the Microsoft® Outlook®.
     
  In the Microsoft Word, click the CRMCash > Configuration menu.
     
 

In Options dialog, select the CRMCash.com tab and enter the user login details.

     
 

Click the OK.

     
  Now start working with CRMCash.com Outlook Plug-in.
 
   
 
Thunderbird Extension  
   

CRMCash.com Thunderbird Extension for Thunderbird Mail Client is a fully functional, enterprise-ready business productivity enhancement add-on for CRMCash.com . Using CRMCash.com Thunderbird Extension you can add outgoing or incoming email messages to CRMCash.com and synchronize contacts between Thunderbird and CRMCash.com.

 
   
 
Key Features  
   
  Add customer-related incoming and outgoing email messages from Thunderbird to CRMCash as email message under contacts.
     
  Import customer-related contacts from CRMCash to Thunderbird.
     
  Export customer-related contacts from Thunderbird to CRMCash.
     
 
Download: CRMCash | Outlook Plugin | User Manual  
 
Try CRMCash Outlook Plug-in Now  
   
Before adding email messages from Thunderbird to CRMCash Demo running at http://en.CRMCash.com, enter CRMCash demo login details in Thunderbird  
   
  Start Thunderbird.
     
  Select the Tools > CRMCash.com Configuration menu.
     
  In CRMCash.com Configuration dialog, enter the following user login details.
     
  Click Save.
     
  Now start working with CRMCash.com Thunderbird Extension.
 

 

Note: Kindly do not expose your real-time data in CRMCash demo. Because, the data exposed in the demo can be accessed by anyone and may be misused.

 
 
Customer Portal  
   

CRMCash.com provides enterprise quality Customer Support & Service features, such as Ticket Management, Knowledge Management, Customer Self Service Portal, Reports, and Support Statistics specifically useful for your organization's customer support force. You can also use other customer support-related modules, such as Products, Activity Management, Calendar, Contact Management, and so on.

 
   
Key Modules  
   
  Ticket Management
     
  Knowledge Base
     
  Customer Self Service Portal
     
 
 
Ticket Management  
   
  Track all trouble tickets related to customers end-to-end as per organization's customer support process
     
  Associate trouble tickets with accounts, contacts, products, and other modules to have a better visibility on the trouble tickets
     
  Create fully customizable list views as per Support person's requirement
     
  Provide solutions to the trouble tickets submitted through Customer Portal
     
  Automatically update the status of tickets through E-mail
     
  Create fully customizable ticket reports
     
  Create customer support statistics to help the managers to plan for a better customer support process.
     
  Create custom fields as per your organization requirements
 
 
Knowledge Base  
   
  Manage product-wise Knowledge Base in a centralized location for a better resolution of trouble tickets within least possible time
     
  Associate Articles with trouble tickets and products
     
  Provide public access to the Knowledge Base only after approval
     
  Maintain up-to-date Articles in CRMCash based on customer suggestions & comments
     
 
 
Customer Self Service Portal  
   
  Fully customizable and you can deploy without hassles in your Web site
     
  Secured access to the Customer Self Service Portal
     
  Search Knowledge Base articles before submitting trouble tickets
     
  Constantly improve the quality of Knowledge Base by threaded discussions
     
  Notify trouble ticket update to the customers through E-mail
     
  Follow up the trouble tickets by threaded discussions
     
  Update customer profiles (limited functionality)
     
 
 
 
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