Three Simple Steps to Get Your Time Back

Stop wrestling with disconnected systems. InforZone Toolbox connects your CRM, email, and recruiting platforms so your data flows automatically—no manual work required.

Step 1

Connect Your Systems

Link the platforms you already use—we work with what you've got

We Connect To:

  • Salesforce (your main CRM)
  • Loxo (recruiting teams)
  • Microsoft 365 (email & calendar)
  • Dynamics 365 & Mercury xRM
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Step 2

Let It Sync Automatically

Your data updates across all platforms without you lifting a finger

What Happens:

  • Email contacts appear in CRM instantly
  • Calendar events sync everywhere
  • Candidate info flows from Loxo
  • Everyone sees the latest updates
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Step 3

Watch Your Team Thrive

See the difference when your team stops doing robot work

The Results:

  • Save 2+ hours daily per person
  • Never lose another lead
  • GDPR compliance made simple
  • Focus on growing, not copying data
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Core Tools & Integrations

Every plan includes all of these powerful integrations. Choose your plan based on volume, not features.

Loxo ↔ Salesforce Sync

Two-Way Sync

Automatically synchronize recruiting data between Loxo and Salesforce CRM

What It Does:

Syncs Loxo jobs to Salesforce opportunities, candidates to contacts, and keeps both systems updated in real-time.

Key Features:

  • Jobs → Opportunities with intelligent field mapping
  • Candidates → Contacts with full detail sync
  • Stage updates flow both directions
  • Configurable field-level control

Business Benefit: Recruiters and sales teams see the same data instantly—no more duplicate entry or version conflicts.

Microsoft 365 Email & Calendar

Real-Time Sync

Automatically capture email contacts and calendar events in your CRM

What It Does:

Monitors your Microsoft 365 mailbox and calendar, automatically syncing new contacts to Salesforce and creating records for important emails.

Key Features:

  • Email → Contact auto-creation
  • Calendar events sync to CRM
  • Email attachments archived with records
  • Meeting notes captured automatically

Business Benefit: Never manually add an email contact again. Complete communication history in one place.

AI-Powered Email Analysis

Smart Intelligence

Extract insights from every email automatically using GPT-4

What It Does:

Analyzes email content to detect sentiment, urgency, and next steps, helping you prioritize communications that matter.

Key Features:

  • Sentiment analysis (positive/negative/neutral)
  • Lead scoring based on engagement
  • Automatic categorization
  • Meeting extraction from email text

Business Benefit: Know which prospects are hot, which clients are at risk, and which emails need immediate attention.

Mercury xRM & Dynamics 365

Enterprise CRM

Connect Microsoft Dynamics 365 and Mercury xRM for complete data synchronization

What It Does:

Bidirectional sync between Microsoft's enterprise CRM platforms and your other business systems.

Key Features:

  • Full entity mapping (contacts, accounts, opportunities)
  • Custom field synchronization
  • Real-time webhook updates
  • Conflict resolution handling

Business Benefit: Enterprise organizations can consolidate data across multiple Microsoft CRM instances.

Advanced Features Included

🔒 Data Security & Compliance

  • GDPR, CCPA, NIST-800-53 compliant
  • Multi-tenant isolation (your data stays separate)
  • Complete audit trails for every change
  • Encrypted data storage and transmission
  • Role-based access controls

⚙️ Configuration & Control

  • Dry-run mode to preview changes before applying
  • Field-level sync control (choose what syncs where)
  • Selective sync rules (sync only what matters)
  • Custom field mapping templates
  • Sync frequency control (15min to 4 hours)

📊 Monitoring & Visibility

  • Real-time sync status dashboard
  • Detailed record-level sync logs
  • Usage tracking for billing transparency
  • Performance metrics and alerts
  • Monthly performance reports (Premium plans)

Ready to Connect Your Systems?

Start your 14-day free trial. No credit card required. Setup takes 10 minutes.

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