Ideagen Mail ManagerIdeagen
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OnePracticeHubOne
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Related Products
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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.
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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.
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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
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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
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Audience
Project and compliance teams in AEC and professional services that use Outlook.
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Audience
Accountants looking for a practice management system which allows easy creation of documents and spreadsheets using live data
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationIdeagen
Founded: 1993
United Kingdom
www.mailmanager.com
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Company InformationHubOne
Australia
www.hubone.com
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Alternatives |
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Categories |
Categories |
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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
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Integrations
Microsoft 365
Not Supported
Microsoft Outlook
Supported
Microsoft Power Automate
Not Supported
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Integrations
Microsoft 365
Supported
Microsoft Outlook
Not Supported
Microsoft Power Automate
Supported
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