Appointment, Calendar & E-mail Synchronization

This ensures that both systems are always synchronized and that all customer information is available to all users – even users that work only with groupware are still integrated into the CRM process. On the one hand, you can enrich groupware systems with data from CRM; on the other hand, you can complete your customer history. This guarantees equally high data quality and access to current data across the entire company.

The update.seven connectors are a purely server-based solution that can easily be adapted centrally. Synchronization is rule-based and operates nearly in real time in the background; the timing of which is freely configurable. The user does not have to think about the synchronization of appointments, e-mails, and contacts – the software takes care of this automatically. Microsoft Outlook and IBM Lotus Notes are supported.

Offline work is also possible, which spares you the time-consuming alignment of changed or enhanced data. As soon as there is a connection to the server, the data is synchronized automatically – regardless of the system in which it was changed.

Your benefit is more efficient work with the best possible data records, since making time-consuming changes in both systems is now a thing of the past.

For whom?

• Employees who work in both systems
• Employees with customer contact who have no CRM access
• Sales employees who work offline and want to synchronize effortlessly
• IT managers who want to integrate both systems
• Decision-makers who are searching for a CRM system with groupware integration

Technical details

• Server-based interface
• Microsoft Outlook and IBM Lotus Notes
• Company-wide uniform rules
• No installation necessary on user clients