Outlook for Mac, Mobile and Web

  • Email Side-Panel

    • Email Side-Panel

    • Instantly view CRM data upon receiving emails from customers
    • View, update or create CRM records directly from your Inbox
    • Configure CRM modules including custom modules
    • One-click email archive
    • Create a quick note for any CRM record on side-panel
    • Switch between multiple email recipients

  • Manage CRM Records

    • View, Update and Create New CRM Records

    View, update and create records directly from your Inbox:

    • Contacts and Leads
    • Accounts
    • Opportunities and Cases
    • Meetings & Calls

  • Archive Email

    • Archive Email

    • Single-click archive to CRM records on side-panel
    • Advanced archive to multiple CRM records
    • Ability to filter email attachments by type and size

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