Pricing Free
Upload emails directly to ClientManager Financial Planning CRM from Outlook.
Access ClientManager Financial Planning CRM directly from within Outlook. Upload emails for compliance tracking directly to the ClientManager CRM, from your inbox.
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.