AIM Inbox
Increase productivity and get more time back by using AIM Inbox powered by ZynBit. This tool is the only Microsoft Outlook and Gmail plug-in fully integrated with AIM, the Private Equity software solution on the Salesforce platform. Easily access AIM Inbox via Windows, Mac, or Office 365 to seamlessly capture contacts and key data from your Outlook or Gmail inbox to sync with AIM. No more swivel chair between your inbox and AIM, and no need to contract with third parties for email integration.
Read the press release featuring AIM Inbox:
“Many of our Private Equity clients utilize Microsoft Outlook or Gmail, and despite the options that exist, we felt it was key to integrate our private equity CRM, AIM, more seamlessly with their favorite mail platforms,” shares Altvia’s Vice President of Products, Jeff Williams. “AIM Inbox offers users the opportunity to create and edit data directly through the integration interface, so you don’t need to exit Outlook or Gmail to update a contact’s record, nor to create a new deal.”
EASY ACCESS
• Use with Windows, Mac, or Office 365 for easy and convenient access anytime, anywhere
360 View
• Search and view any record in AIM directly from Outlook or Gmail. Now you can always know the most recent interactions with the contacts you’re emailing
Auto File
• Simply click a button and automatically add new emails in a thread. Adding email messages to AIM has never been easier
Easy Add
• Save valuable time by creating and updating AIM records without leaving your inbox or switching to your browser. Add new email contacts at the touch of a button
Email IQ
• Gain insights to how your contacts are interacting with your communications. Now you can see who opens which emails as well as clicks and website visits
Request a brochure
Please complete this brief form to receive an overview that includes additional features and technical capabilities.
Increase productivity and get more time back by using AIM Inbox powered by ZynBit. This tool is the only Microsoft Outlook and Gmail plug-in that’s fully integrated with AIM, the Private Equity software solution on the Salesforce platform. You can easily access AIM Inbox via Windows, Mac, or Office 365 and seamlessly capture contacts as well as key data from your Outlook or Gmail inbox to sync with AIM. No more alternating between your inbox and AIM, and no need to contract with third parties for email integration.
Read the press release featuring AIM Inbox: “Many of our Private Equity clients utilize Microsoft Outlook or Gmail, and despite the options that exist, we felt it was key to integrate our private equity CRM, AIM, more seamlessly with their favorite mail platforms,” shares Altvia’s Vice President of Products, Jeff Williams. “AIM Inbox offers users the opportunity to create and edit data directly through the integration interface, so you don’t need to exit Outlook or Gmail to update a contact’s record, nor to create a new deal.”
EASY ACCESS
• Use with Windows, Mac, or Office 365 for easy and convenient access anytime, anywhere
360 View
• Search and view any record in AIM directly from Outlook or Gmail. Now you can always know the most recent interactions with the contacts you’re emailing
Auto File
• Simply click a button and automatically add new emails in a thread. Adding email messages to AIM has never been easier
Easy Add
• Save valuable time by creating and updating AIM records without leaving your inbox or switching to your browser. Add new email contacts at the touch of a button
Email IQ
• Gain insights to how your contacts are interacting with your communications. Now you can see who opens which emails as well as clicks and website visits
Request a brochure
Please complete this brief form to receive an overview that includes additional features and technical capabilities.