vtenext Mail Connector

vtenext Mail Connector connects Microsoft Outlook to your vtenext CRM so you can archive emails and their attachments directly from your inbox, keeping a complete and searchable communication history inside the CRM.

Important: Use of this add-in requires an active vtenext CRM license and/or a paid subscription or associated service. Additional charges may apply depending on your CRM plan and enabled features.

Account requirement: this add-in is intended for organizations already using vtenext CRM. It is not designed for individual sign-up. Access requires an existing enterprise vtenext account configured by your organization. For more information about vtenext CRM services, please visit: https://www.vtenext.com

What it does

• Connects Outlook to vtenext with a simple, guided flow.
• Archives selected emails from Outlook into vtenext, preserving key details (subject, sender/recipients, date/time, and message content).
• Archives email attachments along with the message, so documents and files are stored together in the CRM history.
• Centralizes customer communication history inside vtenext to improve traceability and collaboration.

Who it’s for

• Sales teams who want a complete customer conversation record in the CRM.
• Customer service and support teams who need fast access to past emails and shared attachments.
• Account managers and back office who collaborate on the same customers and must avoid losing information in personal inboxes.
• Organizations using vtenext CRM that rely on Outlook as their primary email client.

Benefits

• One source of truth: emails and files are stored in vtenext, not scattered across individual mailboxes.
• Better continuity: team members can view the history even when ownership changes.
• Improved compliance and traceability: keeps communications and related documents linked to customer records.
• Less manual work: reduces copy/paste and file re-uploading, keeping CRM history up to date.

Use the add-in to ensure every important email and attachment is safely stored in vtenext, creating a complete customer timeline directly from Outlook.