Pricing Additional purchase may be required
Connected software and fund administration services for the private markets.
Juniper Square for Outlook connects your inbox to your investor CRM, so you can access the information you need—when and where you need it. View contact details, see recent activity, and log emails or meetings without leaving Outlook, keeping relationship data organized and up to date across systems.
Benefits of Juniper Square for Outlook:
- Search and view Juniper Square contact information directly in Outlook
- Access recent activity, notes, and key relationship details to inform outreach
- Log emails, notes, meetings, and calls in Juniper Square without leaving your inbox
Learn more about Juniper Square at www.junipersquare.com.
Note: Available to customers with a Juniper Square Professional or Enterprise license.
Juniper Square for Outlook is supported on Outlook for Windows (Microsoft 365), Outlook 2019 or later (Windows), Outlook 2016 or later (Mac), Outlook on the web, and Outlook.com. It also supports customers using Microsoft Exchange Server 2016 and 2019.
App capabilities
When this app is used, it
- Can send data over the Internet
- This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
At a glance
By getting this product, I give Microsoft permission to use or share my account information so that the provider can contact me regarding this product and related products. I agree to the provider's terms of use and privacy policy and understand that the rights to use this product do not come from Microsoft, unless Microsoft is the provider. Use of AppSource is governed by separate terms and privacy.