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Microsoft Outlook CRM

The only CRM embedded natively in Outlook

Increase productivity and give your teams a Microsoft Outlook CRM and let them work inside the app. they spend the most time in… Outlook

  • Native App. for Outlook – not a plugin like other CRM systems

  • Works with Outlook Desktop, Web, and Outlook Mobile

  • Synchronize email, appointments/meeting requests & tasks between CRM and Outlook
     
  • Notification when contacts on email are not in CRM, quickly add to CRM from emails

  • View information from CRM alongside emails in Outlook
Sales CRM
Microsoft Outlook CRM
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Sales CRM

Microsoft Outlook CRM

The only CRM embedded natively in Outlook

Microsoft Outlook CRM
Play Video about Microsoft Outlook CRM

Watch Video

Increase productivity and give your teams a Microsoft Outlook CRM and let them work inside the app. they spend the most time in… Outlook

  • Native App. for Outlook – not a plugin like other CRM systems
  • Works with Outlook Desktop, Web, and Outlook Mobile
  • Synchronize email, appointments/meeting requests & tasks between CRM and Outlook 
  • Notification when contacts on email are not in CRM, quickly add to CRM from emails
  • View information from CRM alongside emails in Outlook

improve collaboration Capture Email

Send from Outlook or from inside Power-CRM. Our bi-directional sync. will keep both up-to-date

Convert email from separate islands of information into a collaborative tool. All email is visible on the timeline of the CRM record. 

  • Only capture the emails you want in CRM with the individual user email tracking setting
  • Emails can be linked to any record type in Power-CRM – Contacts, Accounts, Opportunities, Cases etc.
  • No more managing folders in Outlook to organize emails 
  • Use Power-CRM email templates in Outlook emails
  • Create contacts in Power-CRM from Outlook emails
  • Schedule follow up tasks, phone calls or meetings in Power-CRM right from Outlook emails 

improve collaboration Capture Email

Send from Outlook or from inside Power-CRM. Our bi-directional sync. will keep both up-to-date

Convert email from separate islands of information into a collaborative tool. All email is visible on the timeline of the CRM record. 

  • Only capture the emails you want in CRM with the individual user email tracking setting
  • Emails can be linked to any record type in Power-CRM – Contacts, Accounts, Opportunities, Cases etc.
  • No more managing folders in Outlook to organize emails 
  • Use Power-CRM email templates in Outlook emails
  • Create contacts in Power-CRM from Outlook emails
  • Schedule follow up tasks, phone calls or meetings in Power-CRM right from Outlook emails 

centralize communication Complete Email History

View history of emails sent or received from your team members on the record in Power-CRM

Email is a great communication tool… until you need to see emails you were not copied on. 

With our Outlook integration, Power-CRM users can see full communication history including emails to/from other team members right on the record in CRM (must have the security rights to see the CRM records). 

centralize communication Complete Email History

View history of emails sent or received from your team members on the record in Power-CRM

Email is a great communication tool… until you need to see emails you were not copied on. 

With our Outlook integration, Power-CRM users can see full communication history including emails to/from other team members right on the record in CRM (must have the security rights to see the CRM records). 

capture missing contacts Easily Add Contacts to CRM

Automatic alert when receiving/sending emails with no cooresponding contact record in Power-CRM

The best way to get users to create contact records in any CRM is to make it quick and easy. 

With Power-CRM’s Outlook integration it couldn’t be quicker or easier to create contact records from email messages. 

capture missing contacts Easily Add Contacts to CRM

Automatic alert when receiving/sending emails with no cooresponding contact record in Power-CRM

The best way to get users to create contact records in any CRM is to make it quick and easy. 

With Power-CRM’s Outlook integration it couldn’t be quicker or easier to create contact records from email messages. 

Microsoft teams integration Create & Join Teams Meeting right in Power-CRM

Easily create and join Teams meetings right from Power-CRM.

Meetings & Appointments synchronize between Power-CRM and Outlook.

Microsoft teams integration Create & Join Teams Meeting right in Power-CRM

Easily create and join Teams meetings right from Power-CRM and the meetings synchronize to your Outlook calendar.

never miss a follow up Master Activity Management

Changing from email to Power-CRM for managing and delegating activities will significantly improve productivity.

Activity management in Power-CRM is simple but very powerful. Appointments and tasks synchronize between Power-CRM and Outlook allowing you to manage activities the way you would like to. 

When you delegate activities to team members they reveive an automatic email alerting them to the new activity. Don’t worry about tracking the activity, if the activity is not completed by the due date you set the system will alert you. 

never miss a follow up Master Activity Management

Changing from email to Power-CRM for managing and delegating activities will significantly improve productivity.

Activity management in Power-CRM is simple but very powerful. Appointments and tasks synchronize between Power-CRM and Outlook allowing you to manage activities the way you would like to. 

When you delegate activities to team members they reveive an automatic email alerting them to the new activity. Don’t worry about tracking the activity, if the activity is not completed by the due date you set the system will alert you. 

improve customer service Create Customer Service Cases from Emails and Link Emails to Existing Cases

  • Improve Customer Service response time and user productivity
  • Create Cases from emails in Outlook
  • Link emails to existing cases
  • See all email related to cases on the case records timeline in Power-CRM

improve customer service Create Customer Service Cases from Emails and Link Emails to Existing Cases

  • Improve Customer Service response time and user productivity
  • Create Cases from emails in Outlook
  • Link emails to existing cases
  • See all email related to cases on the case records timeline in Power-CRM

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