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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Ideagen Mail Manager Enterprise adds email-to-SharePoint capture, document organization and governance to your existing SharePoint infrastructure. Capabilities: - Email-to-SharePoint integration: send and save functionality captures communications directly into document libraries with categorization and metadata, without leaving Outlook. Email tracking gives real-time notifications when emails are saved - Unified document workflows: templates, routing and real-time collaboration inside your existing Microsoft applications, with document creation, review and approval in one place - Intelligent document organization: contextual classification and metadata prompts, working with your existing structure and organizing documents by content and relationships - Automated compliance management: built-in governance features track every interaction and control every version, and compliance reports support internal governance and external audits - Offline synchronization: work offline and sync when reconnected, with version control to prevent conflicts Ideagen Mail Manager is part of the Ideagen platform.

Description

Integrate your Skype for Business (previously known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to capture details regarding every incoming and outgoing call. You can selectively and flexibly determine what stored information is displayed for each call within ProCTI. With just a single click, access your contact details, service cases, email addresses, and current contracts! You can create leads, contacts, tasks, notes, emails, and activities in relation to the caller. Additionally, initiate or redirect calls, view and manage your upcoming appointments, and search for leads, contacts, and companies – all seamlessly within ProCTI. The user-friendly management system allows for varied access rights to your data depending on user roles. The standard version of ProCTI is compatible with various Microsoft Dynamics versions, Uniconta, and Computer Telephony Integration (CTI). Take advantage of the vast functionalities available, including the display of contact information, company names, notes, activities, service cases, email addresses, credit restrictions, and active contracts, among others. This integration enhances productivity and streamlines communication within your organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Azure Marketplace Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 No 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 

Integrations

Azure Marketplace No 
Microsoft 365 No 
Microsoft Dynamics 365 Yes 
Microsoft Outlook No 
Microsoft SharePoint No 

Pricing Details

$4.00/month/user
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Ideagen

Founded

1993

Country

United Kingdom

Website

www.ideagen.com/solutions/compliance/sharepoint-document-management

Vendor Details

Company Name

Provaria

Country

Austria

Website

www.proaddon.com/en/addons/procti/

Product Features

Email Management

Data Recovery No 
Email Archiving No 
Email Deletion No 
Email Discovery No 
Email Monitoring No 
Email Recall No 
Queue Manager No 
Response Management No 
Routing No 
Shared Inboxes No 
Signature Management No 
Spam Blocker No 
Whitelisting / Blacklisting No 

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management Yes 
Multiple Data Sources Yes 
Web Services No 

Product Features

Integration

Dashboard No 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

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