Product Description
Email Archiver for SuiteCRM 8 is a powerful extension designed to eliminate manual effort in logging emails into your CRM. By simply adding a unique email address in the BCC field, all email conversations and attachments are automatically archived in the relevant CRM records — whether it’s a contact, lead, or account. The tool offers intelligent features like Outlook integration, AI-based attachment scanning, and email subject/body association. With this automation, sales teams can make sure that there is complete visibility, streamlined communication, and consistent customer engagement.
✅ Real-life Example
Consider a sales representative named Christopher working in a growing tech company. He remains in constant touch with the client, emailing via his laptop, mobile, and office systems. However, there is one problem, he often missed logging emails into CRM, which causes a great deal of confusion to his manager and coworker. When the client contacts in his absence, the team scrambles to find context.
With Email Archiver, every email he sends or receives will log automatically into SuiteCRM. Now his manager does not need to struggle to find context; his team can ensure follow-ups happen timely even in his absence, and ultimately no deal will ever be lost. All of this can be done without any manual effort.
🔹 Features
- ✅ Direct Integration with Microsoft Outlook
Securely connects SuiteCRM 8 to Microsoft Outlook using Graph API, enabling real-time email capture via encrypted channels. - ✅ Email Subject-Based Auto Association
Automatically links emails to relevant CRM records whenever email address is found in the subject line. - ✅ Email Body-Based Auto Association
Detects email addresses in the body of the email and intelligently associates them with the matching CRM records. - ✅ Active Opportunity Attachment
Attaches emails to active opportunities, while allowing specific sales stages to be excluded to maintain clean records. - ✅ Smart AI Email Attachment Analyzer
Scans attachments using AI to extract email addresses and link them to the relevant record in contacts, leads, or accounts module. - ✅ Attachment Logging
Automatically captures and stores email attachments within SuiteCRM, ensuring important documents are never lost.
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1. How does Email Archiver work with SuiteCRM 8?
By adding a unique inbound email address in the BCC field while sending an email, the tool automatically logs that email into the corresponding record within SuiteCRM 8 — whether it’s a contact, lead, or account.
2. Does it support email clients like Gmail and Outlook?
Yes, Email Archiver is fully compatible with Gmail, Outlook, and other standard email clients. It also offers direct integration with Microsoft Outlook using the Microsoft Graph API for secure and seamless syncing.
3. What happens if the contact’s email is mentioned in the email body or subject?
The tool can intelligently detect email addresses in the subject line or body and automatically associate the email with the correct CRM record, enhancing tracking and reducing manual association errors.
4. Can it handle attachments too?
Absolutely. All email attachments are logged along with the email. The AI-powered analyzer even scans attachments for relevant email addresses and associates them accordingly in SuiteCRM.
5. Is this tool secure for business communication?
Absolutely. All email attachments are logged along with the email. The AI-powered analyzer even scans attachments for relevant email addresses and associates them accordingly in SuiteCRM.