https://store-images.s-microsoft.com/image/apps.22745.514390e7-0500-4e69-a856-95e85d2f55d1.bd26c0a5-58a3-4ce9-97cc-38359eb0d29c.c8640da2-b5ea-4ff9-b761-89bd2d045287.png

StrategyX CRM

by StrategyX

StrategyX CRM for Outlook - Streamline your customer relationship management directly from Outlook.

Transform Your Outlook into a Powerful CRM Hub

StrategyX CRM for Outlook brings enterprise-grade customer relationship management directly to your email workflow. Never miss an opportunity again with seamless integration that keeps your sales pipeline organized and your team connected.

📧 Email Integration

  • Log emails directly to CRM contacts

  • View email history for each contact

  • Track communication threads automatically

  • Never lose important conversations

👥 Contact Management

  • Access your complete contact database

  • Search and filter contacts instantly

  • View contact details and interaction history

  • Add new contacts on the fly

💼 Deal Tracking

  • Monitor your sales pipeline value

  • Track deal progress and stages

  • Get real-time pipeline insights

  • Never miss a follow-up

📊 Dashboard Analytics

  • View key performance metrics

  • Track total contacts and pipeline value

  • Quick access to important data

  • Real-time business insights

🚀 Quick Actions

  • Log contacts with one click

  • View contact details instantly

  • Log emails to CRM

  • Access all CRM features without leaving Outlook

Perfect For

  • Sales Teams - Keep your pipeline organized and never miss an opportunity

  • Account Managers - Maintain detailed contact histories and relationships

  • Business Development - Track leads and manage prospects effectively

  • Customer Success - Monitor interactions and maintain strong relationships

Why Choose StrategyX CRM?

  • Seamless Integration - Works directly within Outlook Web, Desktop, and Mobile

  • No Learning Curve - Familiar Outlook interface with powerful CRM features

  • Real-time Sync - All data syncs instantly across all your devices

  • Enterprise Security - Bank-level security for your business data

  • 24/7 Support - Get help when you need it with our dedicated support team

Getting Started

  1. Install the add-in from AppSource

  2. Sign in with your StrategyX account

  3. Select your company workspace

  4. Start managing contacts and deals directly from Outlook

Support & Resources

  • Live Support: Available 24/7 through our support portal

  • Documentation: Comprehensive guides and tutorials

  • Training: Free onboarding and training sessions

  • Community: Connect with other StrategyX users

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

https://store-images.s-microsoft.com/image/apps.58777.514390e7-0500-4e69-a856-95e85d2f55d1.bd26c0a5-58a3-4ce9-97cc-38359eb0d29c.ea6a0022-ad66-4e0e-b5f7-17682a62b860.png
https://store-images.s-microsoft.com/image/apps.37745.514390e7-0500-4e69-a856-95e85d2f55d1.bd26c0a5-58a3-4ce9-97cc-38359eb0d29c.949a4837-ce31-457b-9cf3-7b831ac26070.png
https://store-images.s-microsoft.com/image/apps.11611.514390e7-0500-4e69-a856-95e85d2f55d1.bd26c0a5-58a3-4ce9-97cc-38359eb0d29c.9a912871-8e92-41ee-88cd-8704df9832e2.png