Edgefolio Outlook Add-in for Fund Portal

About Customer

The client we work with is a well-known scale-up that is known for their innovative technology solutions for capital introduction and fund marketing teams. They are famous for their award-winning platforms and their expertise in speeding up and improving the process of raising capital.

Challenge

The client was looking for an Outlook add-in that connects the edgefolio portal (Fund-Portal) and Outlook messages for retrieving from, cc, bcc, and mail from a specific email account and using that email address for the fund portal platform.

Technology Used

Dot Net API

Back-end
Git

Version Control
MySQL

Database

Solution

iFour, a reputed Outlook Add-in development company, developed a spectacular Add-in that simplifies the collaboration process. An interesting fact of this plug-in is that it allows you to use it in compose mode as well as in the read mode. It’s all about making the user experience smoother and more efficient.

With this Outlook extension, we've taken the hassle out of managing your fund portal and contacts, allowing you to focus on what matters most: your work. It's a tool designed to simplify your Outlook tasks and enhance your productivity.

Here's what you can do with it:

1. Connect to Fund Portal: This part lets you connect your fund portal to the Edgefolio add-in. You just need to fill in your email, password, and portal username. It's like creating a bridge between the fund portal and the add-in, so you can easily access all your contacts.

2. Settings: In the settings screen, you can customize some neat stuff. You can track the time it takes to reply to emails using the fund portal BCC link. Plus, you can attach the BCC link to your reply emails and track forwarded messages. Just remember, these tracking features work when you check the "track email" option.

3. Contact Details: This tab is your contact hub. It collects all the avatars from the "To," "From," "BCC," and "CC" fields in your email. If a contact isn't in the fund portal, you can create it right from here. And if the contact is already in the fund portal, you'll see all their details.

4. New Email: When you're composing emails, you'll find a nifty section called "New Email." It's like a drop-down menu that gives you all the portal links you need to include in your email.

So, with our Outlook plug-in, managing your fund portal and contacts becomes a breeze. It's all about simplifying your Outlook experience. Ready to give it a try? Contact us now.

Impacts delivered:

# 43% reduction in time spent on fund portal tasks

# 37% reduction in email threads, better teamwork

# Faster deal closures, higher client satisfaction

# The regular work rate increased by 15%

# Average user satisfaction rating: 4.7 out of 5

Conclusion/Results

At iFour, we've developed a game-changing Outlook Add-in that streamlines your workflow and boosts your productivity like never before. This easy-to-use solution allows you to work directly on your fund portal within a familiar email environment, both in compose and read mode. Now client can effortlessly manage his essential contacts, update dates, and access critical information anytime within the inbox. The client was delighted with the reduction in time spent managing fund portal tasks.

We are also an esteemed Gmail Add-ons development company and have worked with more than 100 businesses and delivered custom add-ons tailored precisely to their requirements and demands. So, ready to simplify email management? Reach out to us now.