Email to CRM Connector

Integrate your Email with your CRM in just a click

How an Email Connector Helps Firms

Make knowledge transfer easier by capturing contacts and key data directly from your Outlook or Gmail Inbox to sync with Altvia’s CRM explicitly designed for Private Capital Markets: no more alternating between systems or using outdated information. An email connector does this with the 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. An email connector increases productivity and provides smoother, faster access to your relationships and data.

An email connector offers the opportunity to create and edit data directly, so you don’t need to exit your email to create a new deal or update your records.

Jeff Williams

Vice President, Industry Solutions, Altvia

Benefits

Keep Your Contacts Up-To-Date

Save valuable time creating and updating 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 into 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 the CRM as contacts

Send Smarter Emails with CRM Data in Your inbox

Private Capital Markets need a more digitized, transparent approach to business. An email connector provides a window into your CRM directly from Outlook or Gmail, eliminating the need to flip between your inbox and CRM. View your most recent interactions with contacts you email to send the right correspondence at the right time.

  • Look up any record stored in the CRM from your inbox

  • Be confident that you have the most up-to-date information before you hit send

Make Scheduling a Breeze

An email connector with a scheduling assistant 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, an invitation will be sent 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 Platform

Highlights

An email connector provides seamless integration to make managing interactions easier than ever

Use with Outlook, Gmail, Office 365 for easy access

Schedule assistant shares calendar availability to alleviate meeting headache

Automatically add new contacts to AIM CRM with one click

Insights into contact interactions with email open and visit analytics

Effectively manage day-to-day operations without switching between programs

See AIM data and important information without leaving your inbox

Works with Windows or Mac Systems seamlessly

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: Plexus Capital

Plexus Capital uses AIM to leverage historical data and be more insightful and efficient.

Want to get started?

We have a team of experts, with decades of private equity experience to support system adoption and change management.