AIM Inbox For Email
Connect your Email to Your CRM Seamlessly
How AIM INBOX Helps Firms
Make knowledge transfer easier by capturing contacts and key data direct from your Outlook or Gmail Inbox to sync with AIM’s private equity CRM: no more alternating between systems or using outdated information. AIM Inbox does this with a seamless user experience across platforms for the ease-of-use and convenience you want. Gain insights about how contacts interact by tracking opens, clicks and website visits. AIM Inbox powered by ZynBit increases productivity and provides easier, faster access to your relationships and data.
Many of our Private Equity clients utilize Microsoft Outlook or Gmail, and despite the options that exist, we felt it was key to integrate AIM, more seamlessly with their favorite mail platforms. AIM Inbox offers users the opportunity to create and edit data directly through the integration interface.
Benefits
Keep Your COntacts Up-To-Date
Save valuable time creating and updating AIM CRM contact records without leaving your inbox or switching to your browser. Add new email contacts or email interactions with the touch of a button. Gain insights to how your contacts interact with your communications including email opens, clicks and website visits.
- Single click email filing ensures important conversations associate automatically with all participants
- Quickly file any email participants not yet added to AIM as contacts
Send smarter emails with CRM data in your inbox
PE Firms need a more digitized, transparent approach to business. AIM Inbox provides a window into AIM directly from Outlook or Gmail, eliminating the need to flip between your inbox and AIM. View your most recent interactions with contacts you email to send the right correspondence at the right time.
- Look up any record stored in AIM from your inbox
- Be confident that you have the most up-to-date information before you hit send
Make Scheduling a Breeze
AIM Inbox includes ZynCal, a scheduling assistant that allows you to easily share calendar availability and eliminate the back and forth that goes into scheduling meetings.
- Share availability with your contacts with a simple copy-and-paste
- Once an invitee selects a suitable time, ZynCal sends an invitation to all parties to immediately block time on all calendars
- All invitations prefilled with details about meeting location, default length, or other preset options determined by the meeting type
A POWERFUL, EASY-TO-USE PLUG-IN
HIGHLIGHTS
AIM Inbox provides a seamless integration to make managing interactions easier than everUse with Outlook, Gmail, Office 365 for easy access
Automatically add new contacts to AIM CRM with one click
Effectively manage day-to-day operations without switching between programs
Works with Windows or Mac Systems seamlessly
ZynCal Scheduling assistant shares calendar availability alleviate meeting headache
Insights into contact interactions with email open and visit analytics
See AIM data and important information without leaving your inbox
No more flipping between systems to maintain and align contact information
Resources
CRM for Private Equity
Take your relationships to the next level and manage pipeline, fundraising, and investor relations with AIM.
Guide: Better Data for Private Equity
How firms use data and technology to gain a competitive advantage.
BLOG: Transform Your Emails
Acquire and retain investors by using the right tools to communicate with your investors.
CASE STUDY: Harbour Group
Harbour Group uses AIM to organize historical data and be more insightful and efficient.