Increase productivity and get more time back by using AIM Inbox powered by ZynBit. This tool is the only Microsoft Outlook plug-in that is fully integrated with the AIM solution and enables you to easily view, edit and create data related to AIM right in your inbox. Automatically file emails as well as get a 360 degree view of your AIM data and important email contacts without leaving Outlook. No more swivel chair between Outlook and AIM, and no need to contract with third parties for Outlook integration.
“Many of our Private Equity clients utilize Microsoft Outlook, and despite the options that exist, we felt it was key to integrate our private equity crm, AIM more seamlessly with their favorite mail platform,” 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 to update a contact’s record, nor to create a new deal.”
• Search and view any record in AIM directly from Outlook. Now you can always know the most recent interactions with the contacts you’re emailing
• Save valuable time by creating and updating AIM records without ever leaving Outlook or switching to your browser. Add new email contacts at the touch of a button
• Simply click a button and automatically add new emails in a thread. Adding email messages to AIM has never been easier
• 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