C2CRM
by Clear C2
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Seamlessly connect C2CRM with Outlook to increase efficiency and productivity
The C2 Outlook Office and SharePoint Add-ins provide C2CRM users with a "window" into their C2 system. Allowing users to quickly access and create records all within Outlook! Great for C2 users who feel comfortable working out of the Outlook system.
Available Features:
- Create C2 Correspondence Logs directly from Outlook with one click
- Sync contacts from Outlook to C2CRM
- Sync calendar appointments and tasks from Outlook to C2CRM
- View related C2 records for the email recipient/sender contact record in C2 while in Outlook
- Edit and manage C2 records without leaving Outlook
- Create new C2 records (opportunities, tickets, tasks, quotes, etc.) for a C2 contact while in Outlook
Additional notes:
- Requires a subscription to C2CRM
App capabilities
When this app is used, it
- 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.
At a glance
