Geri
Boost Your Favorite CRM with Enterprise Search

Boost Your Favorite CRM with Enterprise Search

10/13/2022
5
minutes

Access All Your Data from a Single Point

Many office workers spend a significant part of their day searching for information.

The reason is simple:
data is scattered across multiple systems.

At DECE Software, we faced the same challenge.

The solution was clear —
one search across all data sources.

One Search, All Systems

With GEODI Enterprise Search, we can now search:

  • Zoho CRM
  • shared email accounts
  • file systems

at the same time and see the merged results in a single list.

We instantly understand:

  • where the data is located
  • how much content exists in each source
  • how everything is connected

Email Attachments Included

GEODI does not index only email bodies.

It also scans:

  • proposals
  • documents
  • all attachments

This means critical business data hidden in emails becomes fully searchable.

When you open a result:

  • a CRM record opens in CRM
  • an email opens in the mail server

You continue working in the original system without changing your workflow.

Secure and Authorization-Aware

GEODI respects existing permissions at every stage.

Users only see what they are authorized to access.

Adding the Map Dimension

Another advantage is location intelligence.

Using only your own data, you can instantly:

  • map customers
  • visualize offers
  • analyze activities geographically

and discover patterns that are not visible in traditional systems.

A Growing Integration Ecosystem

GEODI already supports:

  • Zoho CRM
  • Microsoft Dynamics

with 200+ data adapters and low-code integration capabilities.
Salesforce connectivity is on the way.

The Result: Faster Decisions, Stronger Memory

Accessing data from a single point:

  • saves time
  • accelerates decision-making
  • helps new employees adapt faster
  • strengthens organizational memory

This is how Enterprise Search makes organizations more agile.

Make an appointment now to get more information

Topics May Be Of Interest

Intelligent data security platform that unifies Discovery, Classification, Remediation, and Workflow Automation across Cloud & On-Prem , Structured & Unstructured data.