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MiSync for Beams CRM

Powerful Beams CRM Contacts, Tasks and Email Integration with Microsoft Outlook / Microsoft Exchange Server

MiSync for Beams CRM is a workstation and server side solution for directly synchronising contacts, appointments and Tasks between Beams CRM and Microsoft Outlook / Microsoft Exchange ServerSynchronisation is provided in both one way 'push' mode from Beams CRM to Microsoft Exchange, and two way 'full sync' mode. 

​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.

 

Contacts Integration

Contact Integration with Beams CRM
Contact Integration Beams CRM 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.

Task Integration

Service Activity integration Beams CRM and Outlook
Tasks Integration Beams CRM with Microsoft Outlook

Calendar Synchronisation

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.   

Email Integration

Email integration Beams CRM and Outlook
Email Beams CRM for construction

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

Contact Integration with Microsoft Dynamics CRM

Pricing

$890 / CRM*
Price is for single purchase, incl. VAT & installed in your company server. All enabled CRM users are counted, including read-only & admin users.

Technical Requirements

MiSync works with

  • Beams CRM
  • Microsoft Outlook 2003/2007/2010 
  • Microsoft Exchange 2007/2010
  • Microsoft Exchange Web Services

  

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