MiSync for Beams CRM
Powerful Beams CRM Contacts, Tasks and Email Integration with Microsoft Outlook / Microsoft Exchange Server
MiSync is perfect for Contractors, Builders and Construction companies whose users want Beams CRM information available from Outlook, Microsoft Exchange systems and mobile devices that sync with Microsoft Outlook.
Outlook Contacts Synchronisation with Beams CRM Name Records
MiSync for Beams CRM allows you to synchronise Outlook contacts to Beams CRM by updating new contacts and/or existing contacts from Beams CRM to Outlook and vice versa.You can also specify which leads to synchronise with Outlook by selecting how many days back to look for by activating 'Add Leads to Outlook' feature.
Contact Access by Microsoft Outlook
With MiSync for Beams CRM, you are able to see your Beams CRM data in Outlook/Office 365 calendars and contacts using Microsoft Outlook. Perfect for Construction companies working on multiple building projects using many staff/contractor resources.It allows your team to have access to shared calendars, task lists and contact records without having to manually enter data between Beams CRM and Outlook.
MiSync ensures Microsoft Outlook / Exchange based calendars are synchronised with Beams CRM calendars. A must have for contractors and builders companies where shared access and an up to date calendar is required.
Specific Synchronisation Features & Auto - Schedulers
You can display and specify which of your Outlook task folders to synchronise with your Beams CRM system. Also, MiSync gives you the ability to schedule two way synchronisation of your completed tasks between Beams CRM & Microsoft Outlook.
See Beams CRM Email in Microsoft Outlook
As a contractor, the importance of keeping up - to - date with your client emails can not be understated. Therefore, MiSync for Beams CRM allows you to see email directly in your Microsoft Outlook without logging in to Beams CRM.
Refined Email Synchronisation with Keywords Filtering Option
You are able to exclude emails that contain certain keywords by using 'Filter Options' in MiSync for Beams CRM. If the keyword exists in the 'Subject' of the Outlook email, it will not be synchronised. Similarly, it has the ability to timely schedule synchronisation process with the auto scheduler.
And if you use other systems like Salesforce.com or Microsoft CRM Online, Metisc can assist you with:
- Data Conversion Services - Moving data between Beams CRM and other systems? Metisc can assist with one off or regular data conversions for you.
- mBO WebServices - Let your web Content Management Systems (Joomla, Drupal, WordPress, Magento, etc) interact dynamically with your Beams CRM, Accounting or ERP system.ntact Us Today