Take your CRM engagement to the next level with the ability to create new records, access your pipeline, utilise templates and much more...
When an email has no match in CRM you can create a company and/or person record in one click.
Find the opportunity in Outlook, save emails, then click straight through to CRM, to process through the pipeline
Answering the same queries time and time again, standardise the response and attach those all important Marketing brochures
No need to leave email, search your CRM contacts from within compose mode
Review your pipeline from within Outlook to ensure you stay on top of prospects