Email management software
Email management software for project and client teams
File, search and manage every business email without leaving Outlook. Built for teams where email affects claims, contracts and project records.
The hidden cost of email that just sits in your inbox
Emails filed in folders no-one else can access
When a project team member leaves, their email history goes with them. Critical correspondence disappears into personal inboxes with no shared access.
Finding a three-year-old email takes half a morning
Scrolling through sent items, searching by keyword, guessing the date range. For teams managing disputes, contracts or audits, this is a liability, not just a frustration.
Inconsistent filing creates compliance risk
Different people file differently. Some do not file at all. Without a consistent system, you cannot prove what was said, when, or by whom.
Mail Manager is not an inbox declutter tool.
It is an Outlook add-in for project and client-based businesses — where email affects your ability to manage claims, resolve disputes, and keep work on record. If you are looking for personal inbox management, this is not the right product. If you need every project and client email filed, searchable and shared across your team, it is purpose-built for that.
How Ideagen Mail Manager works
File emails as you send and receive them
Mail Manager learns your filing behaviour and prompts you with the right folder every time you send or receive an email. One click and it is filed to SharePoint, OneDrive, your file server or your existing project management tools.
Find any email in three clicks
Search across 2 million emails in 2 seconds. Filter by project, client, date range, sender or keyword. Online or offline. No more scrolling through sent items hoping to find the right thread.
Audit-ready email records without extra admin
Every email filed through Ideagen Mail Manager creates a structured, searchable, shared record. Your team can access project correspondence without hunting down colleagues. Your records are consistent, even when staff turn over.
Works with your existing IT setup
Mail Manager does not replace your filing system. It connects Outlook to wherever your business already files - SharePoint, OneDrive, a local file server, or construction platforms like Procore and Viewpoint.
Everything your project team needs to manage email
Prompt and predict filing
Ideagen Mail Manager learns your habits and suggests filing locations automatically. Emails file as you send and receive them.
Advanced search
Find any email on any project or client in three clicks. Search 2 million emails in 2 seconds, online or offline.
SharePoint and O365 integration
File directly to SharePoint, Teams and OneDrive without leaving Outlook. Metadata captured automatically.
Automated filing assistant
Backlog of unfiled emails? The filing assistant works through older correspondence so nothing is missed.
Shared project records
Files saved to shared folders are accessible to all authorised project members - not locked in personal inboxes.
Mobile access
Mail Manager 365 mobile app connects field-based teams. File emails and documents on-the-go with the same system.
What our clients are saying
Project and client businesses across ANZ use Ideagen Mail Manager to keep email records compliant, searchable and shared.
We simply would have lacked the proper email audit trail needed to achieve ISO9001 accreditation without Ideagen.
Jamie Seabrook
IT Manager
It saves around 10 to 20% of staff time, improving efficiency from staff looking into emails, which means they can now respond on the call instead of having to search for information and get back later on.
Geoff Claughton
Managing Director
Because of the nature of work I do, I must have every email from the last 10 years at hand. We’ve always been taught and trained that the risk is too big not to have that information.
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Lorena Mandia
Region Business Liaison
The #1 choice for global leaders in regulated industries
About Ideagen
ANZ solutions
- Locally developed solutions
- Developed for the ANZ region
- Trusted by 2000+ businesses in ANZ
- Over 20+ years of experience in the ANZ market
Global scale & trust
- 18,000+ customers globally
- Trusted by 90% of top aerospace & defense companies
- 75% of global pharma companies
- 250+ aviation organisations
Local workforce
- 300+ employees in Australia and New Zealand
- Offices across most capital cities
- Local support plans available
Ideagen Mail Manager was awarded Highest User Adoption for small business
in the G2 Grid® Report


Frequently asked questions
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What is Ideagen Mail Manager?
Ideagen Mail Manager is an email and document management solution that integrates with Outlook and Microsoft 365, helping organisations file sensitive information, enhance collaboration and improve records management.
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Is there an Ideagen Mail Manager mobile app?
Yes – Ideagen Mail Manager is available for iOS and Android devices.
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Can the app and desktop software be used together?
Yes, they complement each other across different Outlook environments.
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How secure is my data?
Very. Ideagen Mail Manager doesn’t hold your information, it helps store and access it within your existing systems.
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What are the pricing options?
Contact our sales team via the form on this page.
- Integrates with SharePoint, Procore, Viewpoint, and other enterprise systems
- Search 2 million emails in 2 seconds
- Works with Outlook — no new platform to learn
- Up and running in 24 hours