Caesar CRM for Outlook
作成者: SuperOffice Caesar CRM
Work effortlessly between your Outlook and Caesar CRM with this add-in.
CAESAR CRM
Caesar CRM is a comprehensive CRM suite designed to unite Sales, Marketing, and Customer Service into one platform, so that everyone is connected, informed and empowered to work more effectively.
Caesar CRM will help you attract the right customers, make smarter business decisions, sell more, automate work processes, improve your individual productivity, and offer your customers better personalized experiences.
WORK SEAMLESSLY WITH CAESAR CRM FOR OUTLOOK
The Caesar CRM for Outlook add-in will help you save time and stay productive by letting you access key CRM information and features directly in your mail so you don’t have to switch between Caesar CRM and Outlook.
Add new contacts, save mails and documents, save appointments or create new sales, activities, opportunities and more directly from Outlook. View key information related to a contact, sale or activities quickly and easily in real time.
Compose new mails and appointments in Outlook and save in Caesar CRM on send. Change time for appointments to update the time in Caesar CRM on send.
The zero-footprint application means you don’t need to install anything - simply add and connect. No installation also means no need to perform updates. The cloud solution will update everything centrally and automatically for you.
KEY FEATURES INCLUDE:
- Get an overview of contacts included in the mail to give you instant context on who you are interacting with.
- Add new contacts, sales, activities and more to Caesar CRM directly from Outlook.
- Save mails, calendar entries and attachments in Caesar CRM.
- Save new mails and appointments in Caesar CRM on send.
- A zero footprint application - meaning there are no installation requirements. You can simply enable it on your browser.
- A cloud solution - so you don’t have to worry about updates.
MORE INFORMATION
This add-in is only intended for existing users of Caesar CRM and require sign up by the enterprise.
This add-in requires you to have a subscription to Caesar CRM version 2025 R1 or later.
Learn more about Caesar CRM at https://www.caesarcrm.com/
アプリの機能
- インターネット経由でデータを送信できます
- このアプリは、メールボックスの任意のアイテムの内容の読み取りまたは変更、および新しいアイテムの作成を行うことができます。また、メッセージや予定表アイテムの個人情報 (本文、件名、送信者、受信者、添付ファイルなど) にアクセスできます。このデータをサード パーティ サービスに送信する可能性もあります。
- ユーザーがイベントの招待を送信する。
- ユーザーがイベントの日付または時刻を変更する。
- ユーザーがメールを送信する。