Exsalerate CRM

Exsalerate CRM

Add Exsalerate to your Outlook inbox and automatically sync emails and contacts with Exsalerate CRM

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://intercom.help/exsalerate/articles/3079410-outlook-add-in

Supported browsers: IE 11, Edge, Chrome, Firefox and Safari

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in 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.
  • https://store-images.s-microsoft.com/image/apps.34184.cb46ac95-c117-4dfb-860d-b1211c1e6c7e.94af1273-ce82-488d-b103-fd3d42ecfa0b.eb1ca823-908a-4474-a9bc-b4f1233e3bb0.png