OnePractice

OnePractice

HubOne
+
+

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About

Ideagen Mail Manager is email management software for Microsoft Outlook that files project emails into your own systems so correspondence stays organized, searchable and audit-ready. Its Prompt & Predict feature learns your filing habits and suggests the right location as emails are sent and received, and emails can be filed to SharePoint, OneDrive or Ideagen Collaboration Portal. Advanced search covers subject, body, attachment name and even meeting location, using the relationships between projects, clients and deadlines. Files saved to shared folders stay accessible to project members, so project histories remain with the organization when colleagues leave. Compliance reports and audit trails help when auditors or clients ask for communication records. Serves AEC, professional services, financial services, legal, consultancy, logistics, government and property.

About

Simplify, Automate & Grow Your Business. Integrating Accounting Practice Management systems to give you stress-free, time saving Document Management with intelligent automation. OnePractice Document Management is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue. The suite includes: Templates. Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts. Mail. Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks. Mail Templates. Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Project and compliance teams in AEC and professional services that use Outlook.

Audience

Accountants looking for a practice management system which allows easy creation of documents and spreadsheets using live data

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 2.0 / 5
ease 4.0 / 5
features 2.0 / 5
design 2.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • simple to use when using pc. No support on mobile device. Look elsewhere for similar service. Not the best choice.

Cons

  • too many limitations and shady support staff. Does not support mobile devices for filing sent emails.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Ideagen
Founded: 1993
United Kingdom
www.mailmanager.com

Company Information

HubOne
Australia
www.hubone.com

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Categories

Email Management Supported

Categories

Email Management Features

Data Recovery Not Supported
Email Archiving Not Supported
Email Deletion Not Supported
Email Discovery Not Supported
Email Monitoring Supported
Email Recall Not Supported
Queue Manager Not Supported
Response Management Not Supported
Routing Not Supported
Shared Inboxes Supported
Signature Management Not Supported
Spam Blocker Not Supported
Whitelisting / Blacklisting Not Supported

Integrations

Microsoft 365 Not Supported
Microsoft Outlook Supported
Microsoft Power Automate Not Supported

Integrations

Microsoft 365 Supported
Microsoft Outlook Not Supported
Microsoft Power Automate Supported
Claim Ideagen Mail Manager and update features and information
Claim Ideagen Mail Manager and update features and information
Claim OnePractice and update features and information
Claim OnePractice and update features and information