Note: Vtiger CRM Add-in for Outlook requires a subscription to Vtiger CRM Online service. Please visit vtiger.com to subscribe.

Vtiger CRM add-in for Outlook shows CRM data right next to the email.

* You can synchronize your contacts, calendars, and emails from Outlook/Office 365 with Vtiger.

* Archive your email to an opportunity

* Add follow-up events

* Update opportunity status

* Add comments.

Need to do more? Click to open the CRM record in the new page and more activities like the following.

* Work with a supercharged Rolodex of contacts, accounts, and deals

* Place, receive, log, and record phone calls

* Find out which campaigns generate the most revenue

* Send targeted email marketing campaigns and measure open/engagement

* Create and manage customer service tickets (even automatically from emails!)

* Send quotes and invoices and receive online payments

* Track unsold and sold inventory

* Create, assign, and manage projects and tasks

* Manage employee lead/deal assignments

* Control employee record visibility and access

Vtiger for Outlook

Autor: Vtiger