Email-To-Lead

for Microsoft Outlook E-mail management with Microsoft Dynamics CRM Lead integration automation.

This handy solution will automatically detect incoming Emails in Microsoft Outlook and input them to Microsoft Dynamics CRM Lead entity based on saved configurations or can be used on-the-fly. The Lead import process supports e-mails of any format and any field including large text fields and pick-list fields. Input Leads fields can be prefixed with the date or pre-defined text for promotion lead tracking tags. As the email is converted and input to a CRM Lead, an option allows text to be cleansed or normalized for proper upper and lower case formatting. Duplicate detection occurs during conversion against any existing open or closed Leads.

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The Easy Solution to CRM Marketing Automation E-mail-to-Lead runs as a Microsoft Office Outlook 2003 or 2007 in Windows XP or later add-in with Microsoft Dynamics CRM 4.0 for on one or more designated CRM User’s computer. Processed E-mails in Microsoft Outlook are green color tagged for successful conversion and maroon if stopped by duplicate detection and optionally moved or copied to user selected Outlook storage folders for organization of Outlook e-mails. Log files track all e-mail conversions. Processed e-mail log files and saved configuration files can be stored locally or centrally across a network. E-mail-to-Lead installation allows for Outlook CRM client Users to be able to create new conversation configurations or only be able to process existing saved configurations to control lead input process quality.
Standard Features of the Lite Version FREE Add-in to Microsoft Office Outlook 2003 or 2007 On-Premise, On-line, Internet Facing Deployment (IFD) Store a configuration of up to 1 CRM Lead fields Simple Configuration to convert Most Emails Store the COnfiguration and Log Files Locally Installs on any Outlook CRM Environment in a few clicks Add-in to Microsoft Office Outlook 2003 or 2007 On-Premise, On-line, Internet Facing Deployment (IFD) Store a configuration of up to 1 CRM Lead fields Simple Configuration to convert Most Emails Store the COnfiguration and Log Files Locally Installs on any Outlook CRM Environment in a few clicks Add-in to Microsoft Office Outlook 2003 or 2007 On-Premise, On-line, Internet Facing Deployment (IFD) Store a configuration of up to 1 CRM Lead fields Simple Configuration to convert Most Emails Store the COnfiguration and Log Files Locally Installs on any Outlook CRM Environment in a few clicks	Advanced Features of Professional Version Only $495.00 Add-in to Microsoft Office Outlook 2003 or 2007 On-Premise, On-line, Internet Facing Deployment (IFD) Store a configuration of up to n number of CRM Lead fields Simple Configuration to convert Most Emails Store the COnfiguration and Log Files Locally Installs on any Outlook CRM Environment in a few clicks Add-in to Microsoft Office Outlook 2003 or 2007 On-Premise, On-line, Internet Facing Deployment (IFD) Store a configuration of up to n number of CRM Lead fields Simple Configuration to convert Most Emails Store the COnfiguration and Log Files Locally Installs on any Outlook CRM Environment in a few clicks Add-in to Microsoft Office Outlook 2003 or 2007 On-Premise, On-line, Internet Facing Deployment (IFD) Store a configuration of up to n number of CRM Lead fields Simple Configuration to convert Most Emails Store the COnfiguration and Log Files Locally Installs on any Outlook CRM Environment in a few clicks