We have made it easy to archive emails directly from Microsoft Outlook to the customers internal client system. Are you familiar with the hassle that comes from handling many systems, and maybe even wrong filing? This is where IO Archiver can improve your daily work! IO Archiver integrates Microsoft Outlook with client systems and lets you search for customers, quotes, policies, or claims. Your patterns and habits are analyzed, and your personal “Archiver Assistant” optimized based on the information. Our little plug-in has built-in logic that helps recommend archiving candidates based on past actions.
THAT’S WHY YOU NEED IO ARCHIVER
- Mails and attachments saved directly from Microsoft Outlook in your client system
- Add documents from your client system to your mail within Microsoft Outlook
- Go directly from Microsoft Outlook to clients, quotes, policies, or claims
- IO Archiver can integrate with multiple systems
- Each user can customize the user experience of the plug-in
- The build in logic adapts to the users and behaviors and optimizes the plug-in
Let your intelligent assistant search for you
Searching is now done intelligently and smoothly. IO Archiver searches information in your mail and matches the result directly in your system. The candidates who match the content of your mail will appear in a sorted list. When selecting a “candidate”, IO Archiver uses the information to improve future searches. In other words, you have an intelligent assistant who is constantly optimized according to your work pattern.
Save directly from your inbox
Save easily and directly from your Microsoft Outlook to your CRM system. The save features move all the way up front and center, just where you need them. When you save your email and/or attachments are stored directly in your CRM system. All settings and security are selected directly in Outlook and you do not need to open your CRM system.
Directly from Microsoft Outlook
Easy access to your CRM files directly in Microsoft Outlook without opening any other applications. The same intelligent search grabs what you need, just select the file’s you want to attach. No tedious extra searches, extra programs or other distractions, just select and submit.
Your internal system integrated
IO Archiver is built with ‘API first’ in mind, and can easily be integrated into your internal customer systems. Do you have several systems, e.g. CRM, policy administration and document management, we create a complete integration. We have the tool to build bridges between different systems, so that each user can save time and have an easier hassle free working day.
The future is moving in ...
Artificial intelligence is an important part of IO Archiver. AI works side by side with the user to improve the solution, create a seamless workday and save time each day on administrative monotomous tasks. AI services provide the user with the best search results, learn how the system is used and identify new context and pattern in the archived emails. So the more you use IO Archiver, the greater gain is returned from AI.
Get a unique experience
In addition to the solution itself being customized for each company and the systems, you also have the opportunity to customize the user experience for each user. Everything can be customized according to how you work and what function you possess. IO Archiver is a simple tool with huge potential that can be adapted to the individual functional areas.
Examples of projects and news related to this area
IO Archiver implementations Many of our clients have quite a massive demand for a better search and archiving features in their backend system, all operated from Outlook. We have implemented the solution for multiple clients now and over the last year we have...
Our clients are saving; approx. 10 sec per search, and approx. 20 sec per archiving – due to search and archiving in your Backend system can be performed directly in Outlook. With our current client base, this brings a saving for our clients of +600 hours over the...
It is now more than one year ago that our first client went live with our IO Archiver module! The IO Archiver is a tool (an “Outlook extension”) to perform searches and archiving directly in your backend system – all operated from Outlook. More clients are now using...