Exsalerate CRM
by Exsalerate CRM
Add Exsalerate to your Outlook inbox and calendar so emails and meetings sync to Exsalerate
Exsalerate's Sidebar for Outlook add-in is a smart way to organize and manage communication with your leads and customers and sync correspondence to the right place in your CRM.
Features include:
* Add new contacts and their company to your pipeline
* Add new contacts to an existing company saved in Exsalerate
* Create a follow-up activity in Exsalerate when sending your email
* Choose the type of email your sending for KPIs in Exsalerate
* All attachments get saved to the Documents folder in Exsalerate
Exsalerate's Sidebar for Outlook requires an Exsalerate account
Set up instructions https://crm.exsalerate.com/outlook365-crm-integration/
Supported browsers: IE 11, Edge, Chrome, Firefox and Safari
Note you require a subscription of Exsaelrate CRM to use this Add-in, you can start a free 14 day trial of Exsalerate CRM by clicking the link below.
https://www.exsalerate.com/SetupWizard/Index
App capabilities
- Can send data over the Internet
- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.