What is CRMSync?
1CRM includes two-way sync via CardDAV/CalDAV standards to provide excellent data sync for Contacts, Calls, Meetings and Tasks / Reminders on iOS, Android & Outlook.
On Android or iOS phone or tablets you can use your built-in apps for Contacts, Calendar and Reminders / Tasks to view, update, delete or add new items – whether or not you are connected to the Internet! Any changes you make on your phone or tablet will sync to 1CRM the next time you are online.
Sync Contacts using CardDav
CRMSync features CardDAV technology to provide excellent Contact data sync capabilities.
In 1CRM, simply choose what Contacts to sync: Assigned To Me, All I Can See or My Favorites.
Then, in any other system that supports CardDAV, such as Contacts on OS X (for Apple Mac computers), or iOS (for iPhone and iPad), Android phones and tablets, or Microsoft Outlook (via a number of Outlook add-on options), simply subscribe to the CardDAV service using your 1CRM server’s CardDAV URL and your login credentials.
Sync Calls, Meetings, Tasks & Reminders
CRMSync features CalDAV technology to provide data sync capabilities for Calls, Meetings and Tasks / Reminders.
In 1CRM, simply choose what Calls and Meetings to sync: Assigned To Me, All I Am Invited To or All I Can See. Similarly, for Tasks your options are Assigned To Me and All I Can See.
Then, in any other system that supports CalDAV, such as Calendar and Reminders on OS X (for Apple Mac computers), or iOS (for iPhone and iPad), Android phones and tablets, or Microsoft Outlook (via a number of Outlook add-on options), simply subscribe to the CalDAV service using your 1CRM server’s CalDAV URL and your login credentials.
CRMSync for Android
To begin using CRMSync for Android, install the free CardDAV-Sync app by Marten Gajda from the Google Play Store.
When it displays the Add Account screen, select CardDAV as the type of Account. Then, consult the 1CRM System 7.8 User Guide Section 10.1.16 to learn more about implementing CRMSync for Android.
CRMSync for Microsoft Outlook
TTo sync your 1CRM Contacts with Microsoft Outlook, we recommend the use of Memotoo. For more information about Memotoo pricing and configuration, see here.
Consult the 1CRM System 7.8 User Guide Section 10.1.16 to learn more about syncing your contacts using CRMSync and Microsoft Outlook.