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iGlobe Outlook Add-in for iGlobe CRM Office 365

iGlobe

Manage your customer in iGlobe CRM directly from Outlook on any device

iGlobe CRM Outlook Add-in is a free Outlook add-in for iGlobe CRM Office 365. The Add-in can only be used with a valid iGlobe CRM Office 365 license. NOTICE, this Add-in from the Store only support Outlook for Windows, MAC clients and Web mail. 

iGlobe Outlook Add-in provide you with three Add-ins

  • Outlook CRM
  • iGlobe Contact
  • Meeting Helper

iGlobe Outlook Add-in provide you with the following key features; 1. Mails you receive and 2. Mails you send.

  • For mails you Receive, iGlobe Outlook Add-in will let you, directly from Outlook;

    • Save the email in iGlobe CRM
    • Create a company and a contact in iGlobe CRM
    • Edit and update a contact and company in iGlobe CRM
    • Create a note and opportunity
    • Get an overview or the resent activities, like, e-mails, notes, meeting reports and opportunities
    • Save an email on a selected contact
    • Save the email and relate to an opportunity (SSO)

With a seamlessly integration to Office 365 Planner you will be able to create a Planner task directly from the Add-in. Assign the task to yourself or a colleague. When you create a task a link to the contact you have selected on the mail will automatically be added to the task.

  • For mails you send, iGlobe outlook add-in will let you;

    • Check if the receiver exists in iGlobe CRM
    • Add recipients to your mail, both into the To or Cc Fields
    • Select if you want the mail to be saved on receivers from both the To or Cc Fields
    • Save an email on a selected contact
    • Save the email and relate to a pipeline (SSO)

The dream of one platform for your CRM where one click will do the trick is now a reality!

iGlobe CRM Outlook Add-in is a part of several Add-ins that are included with a valid iGlobe CRM Office 365 license

Support and user guides

This Add-in is optimized to iGlobe CRM version 5.0.0.3 and above.

Mogelijkheden van invoegtoepassing
Wanneer deze invoegtoepassing wordt gebruikt, kan deze
  • Gegevens via internet verzenden
  • Met deze invoegtoepassing kan de inhoud van items in uw postvak worden gelezen of gewijzigd en kunnen er nieuwe items worden gemaakt. De invoegtoepassing heeft toegang tot persoonlijke informatie, zoals de hoofdtekst, het onderwerp, de afzender, ontvangers of bijlagen, in alle berichten en kalenderitems. Deze gegevens kunnen met de invoegtoepassing naar een externe service worden verzonden.
  • Overzicht
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