Scheduled Annelite maintenance will be performed in Annelite’s datacenter. This maintenance is necessary to patch the MDS (ZombieLoad) CPU vulnerability…
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Sender Policy Framework (SPF) records let you specify which servers are permitted to send email on behalf of your domain (i.e.…
Our Refer a Friend Program allows you to earn some extra credit and enjoy the benefits of Annelite just a little…
This is a setting that you can enable to stop a contact from receiving any future mass email messages. You…
Use merge tags to personalize your messages. For example, the merge tags [FIRST] [LAST] will be replaced with John Smith.
You must include an unsubscribe link only in emails that are obviously not personal 1-on-1 messages, such as monthly newsletters…
Annelite’s email marketing features are organized by groups of contacts to ensure the most relevant and personal experience for your…
Autoresponders are a series of email templates sent out to contacts over a specified period of time with a set…
You can send an email that appears perfectly personal to any group of contacts with a single click.
Takes a single click to export your calendar for archiving purposes, or to import the data into another application.
Configure your views so you only see the events that you need. All users have their own calendar filter settings…
Keep your internal conversations linked to calendar events and tasks. This lets you avoid endless email CC loops.
Keep your database of activities neatly organized with tags that you can create on the fly.
Push your Annelite calendar to any external service, such as Google Calendar – and from there to any mobile device.
You can click on a time slot to add an event. Easily change its date, time and duration with a…
All it takes is a single click to prepare for the phone call or some other follow up action.
Agenda view lets you see your past, current and future activities on a single dashboard. You can also switch to…
You can connect your website forms directly to Annelite with advanced processing rules. For example, it can create a contact,…
Click “Export” and you’re done! You can then process your data in Excel and import it right back into Annelite.…
Yet another example of the one-click zone in action. You can access your recent contacts from wherever you are in…
Hook up your social accounts to Annelite to import the data and keep everything in one central place. This lets…
Upload your existing contact databases with advanced matching and auto-population rules. Annelite recognizes files produced by most popular CRMs, contact…
Easily find and merge duplicate records. Information is always added up and never lost.
You can mix and match various search criteria, such as keywords in certain contact fields, group or tag assignment and…
Customer segmentation is key to successful marketing and relationship building. In Annelite you can do it with groups, tags and…
Create any number of custom fields that are unique for your business.
Display activity types for even faster and easier access. It takes just a single click.
It takes a single click to retrieve any minute detail of the relationship history. Essentially, you get an instant total…
Annelite combines the simplicity of email with the power of CRM. You have to experience it to appreciate the impact…
We will never hold your data hostage. In addition to contact and calendar export, you can also export your email…
You can start sending emails via our SMTP server right away – we have a great reputation and track record…
You can import past email archives stored in a POP or IMAP server in no time. And if you import…
See what your colleagues are up to by filtering sent messages by the user who sent them
Upload and share frequently used documents, brochures and any kind of files in a centralized file storage space. Attach files…
With our powerful keyword search you can retrieve any piece of information from team’s entire email archive. Precious data is…
Discuss any email or calendar event with your team members. No need to forward emails or use external chats. Your…
Takes just one click to create a task from an email. You can set it for yourself or delegate to…
Label any object – not just email – with tags to keep your projects organized and on the ball.
Link and unlink emails to and from contacts to get infinite flexibility for email filing and archiving.
Save hours of typing and show consistent face to your clients using pre-written responses from the library
You can decide when your emails go out. Queue your newsletters in advance. Write follow up messages to be sent…
Send out automatic replies triggered by keywords in an email Works great for sending out the information requested by customers.…
Organize and automate your workflows with powerful filter actions based on keyword matches. Create a new contact from email, assign…
Organize your emails into folders. Each user can drag-and-drop to reorder email folders as s/he likes.
Choose on the fly which “From:” address and signature to use, such as you@company.com, sales@, support@ and so on.
Everybody has access to the full email history. Information is no longer trapped in personal inboxes. Eliminate endless back-and-forth. Cut…
View full information about the sender without interrupting your flow.
View at a glance all sent, received and archived email for all contacts and team members.
Archive an email to remove it from the Inbox. It will remain on the contact’s timeline and in the All…
All sent and received email – by you and your team members – is automatically placed on the appropriate contact…
The very best way to get started would be to schedule a setup/training meeting so you can connect with your…
The API is built on the principles of REST. The URLs are resource-oriented, so that they are easily guessable and…
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It works like this. Sign up with our partner SendGrid – leader in email deliverability. SendGrid offer a free plan…
The Annelite API is implemented as XML over HTTP. We use HTTP Basic Authentication. When you use the API, you…
An email autoresponder or drip campaign is a great way to keep people interested in your company. Autoresponder campaigns allow…
Here are the instructions on how to set up and use filters in Annelite. Click the Settings icon and choose…
Here are instructions for creating Groups in your Annelite account. Click the Settings icon and choose Contact Groups. Start by…
We reserve past account names for up to six months then put them on an inactive list. If you would…
Here is the procedure to test a mass email or newsletter. 1. Create your newsletter or mass email in the…
Most all issues that you encounter with your Annelite account can be solved by force-refreshing the page, clearing the browser…
We provide the POP and IMAP functionality only to let you download your email archives from remote servers. Once the…
To transfer contacts between departments, export them as a CSV file, and import it into the target department.
A Department is a standalone database with its own email, contacts, calendar, users and settings. When you create a department,…
The secret of getting ahead is getting started.
In Annelite, a Tag is a non-hierarchical keyword or label assigned to an object such as a Message, Contact or…
You can send a personalized Email Newsletter to any group of contacts exactly the same way as you would send…
Email Autoresponders is one of the email marketing features available in Annelite. Autoresponder Campaigns allow you to send a series…
You can post forms from your website directly to Annelite using our Web Form API. This requires a few simple…
Annelite is the cross between email and CRM. We pioneered the concept of email-based CRM back in 2005 and have…
Any email, CRM, contact management and calendar app that you may have come across in the past is linear (or…
Before they started using Annelite, our clients (ourselves included) managed their customer relationships using a combination of other software. This…
Annelite’s shared email Inbox is packed with features to help your team streamline email management. For starters, you can use…
There are two ways by which you can receive your existing email in Annelite: Auto-forwarding IMAP and POP We provide…
Please consult your email service provider’s documentation for complete details on setting up forwarding or IMAP/POP access. (In Gmail, click…
To send outgoing email from Annelite, you will need to set up at least one email identity. Email Identities allow…
When you archive a message, it is removed from its current folder. The message will remain permanently archived in the…
This is a two-step process: Go to Settings > Email folders and create a folder, for example, James Bond Go…
Email deliverability is a complex multidimensional subject. There are literally hundreds of factors that you need to consider in order…
Sure you can. But in most cases, you don’t need to, or at least not nearly as many. In most…
Inbox is where all incoming mail is placed, unless Filters move messages to a custom folder, archive, or delete it…
Annelite is designed to handle all of your incoming and outgoing email exclusively. If you must, however, you can mix…
The Email Dropbox feature lets you use any desktop, mobile or web email client with Annelite. Simply BCC any email…
The Bounced feature automatically associates the messages returned as undeliverable with the appropriate contacts. This feature is useful when you…
When the Outbox folder displays a red error icon, this means that there are messages which Annelite wasn’t able to…
The IMAP folder structure isn’t copied because Annelite is a multi-user, smart, shared email client with its own folder structure…
This happens when your server returns an error. More often than not it has to do with an authorization issue…
To unlink a message associated with a contact, open it for preview, click Action and select Unlink.
Annelite automatically assigns email to a contact based on the “From:” address. Often people will reply from a different email…
After you delete a contact, email messages that were associated with it will be automatically unassigned, then moved to Trash.
There are six distinct ways you can create new contacts in Annelite. To create a contact manually, click on +…
Message filters allow you to do a number of things with incoming emails based on the criteria you define. For…
You can upload any number of files or documents to each department that will be shared among your team. Shared…
Read/unread status of the message is per user. If one user marks a message as read, it will appear as…
We offer both spam-filtering and anti-virus protection to our paying customers. Only email accounts (your-name@annelite.net) are protected. If you are…
The Response Library consists of templates that can be automatically inserted into the body of email. When the number of…
Events are types of activities (other types at this time include Deals and Invoices). Events can have the following attributes:…
A Deal is a type of activity. It represents something you want to sell, and has a money value attached…
Invoice is a type of Activity. Currently this feature requires that you have an account with FreshBooks. Once you activate…
Go to contact timeline and click the + Event button. Attach a file, enter description and click Save. If the…
Open the message in question for preview and click Create event button. Edit the description, attach file, add other contacts…
Like with any other object in Annelite, you can start an internal conversation about any activity by clicking Add Comment,…
You can import contacts from a file or web service. Emails can be imported (downloaded) from archive stored on your…
We offer three types of API (which stands for Application Programming Interface) that allow you to integrate your Annelite account…
The Email API allows you to create and update contacts by including specially formatted code in the body of email…
You can export all contacts by going to the top Contacts tab and clicking Export. To export individual groups, navigate…
Email marketing automation is an integral part of CRM in Annelite. The same features used by email marketing pros are…
Auto-replies are one-off messages sent in response to an email or web form submission. They can be sent to anyone,…
Setting up an automatic reply is a two-step process. Go to Settings > Auto-Replies and add a new one Create…
No. We allow you to send emails only to people who know you and explicitly gave you the permission to…
Merge Tags are placeholders that allow you to personalize and customize your email marketing. Merge Tags are replaced with the…
The system folder Newsletters contains email newsletters that have been sent, are being sent, and are scheduled for future delivery.…
If you check the Do Not Mass-Email box on the edit contact screen, the contact will be excluded from future…
If you have an HTML email newsletter template designed in an another application you can easily transfer it to Annelite.…
To add an unsubscribe link to your email marketing template, use the Merge Tag [REMOVE]. It will be replaced with…
FreshBooks is a simple invoicing and time tracking service that helps you send, track and collect payments quickly. To link…
First, go to Settings > Add-ons and activate the networks. You can add several accounts for each, for example, your…
A user is a person who accesses your Annelite account. Users have their own username and password, preferences, settings and…
Admin is a user with additional permissions. Admins can add, edit, delete and assign users to Departments. Inside a department,…
Account Owner is the only person who has access to billing information. Only account owners can cancel the account, or…
All information in Annelite is user-independent. If you delete a user, all messages, contacts, activities and files will remain intact.
During the risk-free 14-day trial period, you get to try the system before you decide to become a paying customer.…
No, never. All Annelite plans are month-to-month. You can cancel your account at any time, and your credit card will…
You can downgrade at any time by going to Account Dashboard > Billing and selecting a new plan. A prorated…
You can cancel your account at any time by going to Account Dashboard and clicking Cancel. For your own protection,…
We can not provide refunds. All accounts come with a risk-free 14-day trial, no credit card required, so you can…
While we don’t have specific discounts for nonprofits or educational organizations, we do offer two months of free service when…
We accept payment by check, bank wire transfer or PayPal for subscriptions of 12 months or more. You will also…
Our development is driven by your ideas and feedback. We created a special forum where you can submit new ideas…
We know that your customer data is one of your most valuable assets. We apply the best practices in physical…
Permissions in Annelite are set by departments. Admins can create, edit, and delete users, as well as assign users to…
You can’t. Annelite is designed as a shared central workspace for small teams. It is not designed to solve social…
You own your data and we will never hold it hostage. You can export your contacts at any time. If…
David Allen’s Getting Things Done (GTD) time management philosophy is one of the most widely used productivity systems in the…
You can export contacts from any service or application into a CSV (Comma-Separated Values) file and import it to Annelite…
One of the ways to organize your contact database in Annelite is to use Contact Groups. They are are hierarchically…
Contact Groups don’t change much over time and remain more or less constant for your business. They can have hierarchy…
You can create any number of custom contact fields that are unique for your business. There are five types: Number…
Go to the first contact, click Edit and then Merge button. Search for the second contact to merge with. Name,…
The contact picture (a.k.a. avatar) may be pulled from a number of different sources. The first choice is Gravatar, a…
Annelite automatically generates a timeline for each contact. It includes all sent and received email, completed and pending tasks, notes…
To mass assign contacts to groups, follow these steps: Select contacts from the list using checkboxes Click the Groups button…
To mass unassign contacts from a group: Navigate to group in question Select contacts to unassign using checkboxes Click the…
There are two ways. You can add a persistent comment in Contact > Edit > Comments about this contact. It…