CRM for Outlook
por SalesOutlook
CRM for Outlook is a simple and affordable CRM solution that works directly inside Outlook.
• Fully Embedded Inside Outlook for PC
• Account, Contact, Lead, Service and Opportunity Management
• Auto-filing of Emails to Accounts, Contacts and Opportunities
• Quote generator - Excel quotes
• Advanced Mobile Client
• Automate workflows by sales stages
• Customer Service
• Powerful Reporting System - Excel Reports and Crystal Reports
• Email drip campaigns and follow-ups
• Send personalized group or individual emails
• Works with Office 365, Hosting and On Premise
• Custom Opportunity Fields in Forecasting
• Customizable - Unlimited Forms and Templates
• Collaborative Forecasting
• User permissions and administration
• Track Word and Excel - Document Management
• Email Archiving to OneDrive or Exchange server