Turbo Charge Your CRM (Highrise)

Yoxel Portal monitors your ongoing email conversations and automatically forwards all relevant comments into your CRM portal (at the moment only Highrise).

Threads discovered

Messages identified for importing trigger the process of finding all prior email communication belonging to the same email thread. Once the thread is fully discovered all its messages are transferred into your CRM system.

Threads tracked

Any new email comment belonging to previously imported threads is picked up and transferred automatically.

Our Google Apps, MS Exchange, and Highrise connectors are capable of synchronizing contacts across those online platforms for all your team members.

All vs. Tagged

For each connector you can choose to synchronize all your contacts or only those that are specifically tagged.

Linkage and De-duplication

The sync engine automatically links similar contacts that exist in different online systems at the time of the initial loading and tags duplicate contacts existing in the same system.

Our Highrise, Basecamp, and Zoho Projects connectors are capable of synchronizing tasks with individual Google Apps and MS Exchange accounts.

Only your tasks

Only the tasks explicitly assigned to you are synchronized.

Two way sync

The tasks are synchronized both ways and it is possible to file new tasks into your project management portal right from Google Apps or MS Exchange.