Sync your CRM with your Email and Calendar

Sync up your email and calendar with MantisProperty


MantisProperty includes built-in support to sync with your email and calendar so that any emails sent to or received from your contacts are recorded in the contact records of MantisProperty and any inspections and appointments made in MantisProperty will automatically show on your calendar on your phone and computer.

 

MantisProperty directly connects to your Office365, Gmail or Imap account and it only takes a minute to set up. It does not require setting up any third party plugins or sending a copy of emails to another email address.. our email and calendar integration is built directly into MantisProperty and once enabled, works automatically in the background.

 

Once connected up, MantisProperty will automatically scan all the emails in your account and pick up any that have been sent to any of your MantisProperty contacts or received by any of your contacts. It will then record a copy of these emails (including any attachments) on the contact in MantisProperty so that when you look up that contact, you can then click the 'email history' tab and you can instantly see any emails sent to or received from that contact.

 

The email history feature allows you to search emails and it will also show you emails received by or sent to any of your users (this is a great way to see all correspondence any of your team members has had with a contact)

 

If you use Office 365 or Gmail as your email provider, MantisProperty can also sync up with your calendar so that any appointments, inspections, etc. recorded in MantisProperty will automatically show in your Office365/Gmail calendar. You will also then be able to use your Office365/Gmail calendar to change your appointments (change the date, time and notes) or even remove an appointment and it will automatically sync back to your MantisProperty account.

 

This handy feature means that you can look at your phone calendar or your calendar on your computer and see any appointments that are recorded in MantisProperty



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