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SignifyCRM

od: SIGNIFY COMPANY LIMITED

Lets users create leads, archive emails, view customer history, sync meetings with Outlook Calendar™

Welcome to SignifyCRM Connector

Unlock seamless CRM integration with Microsoft Outlook™ using SignifyCRM.

To get started, you need a SignifyCRM enterprise account.

How to acquire an account:

- If your organization already uses SignifyCRM, simply enter your organization's unique SignifyCRM URL, your username, and password. If you do not have username and password, please contact your organizaiton's CRM administrator.

- If your organization does not have an enterprise account, please contact presales@signifycrm.com or visit https://www.signifycrm.com.

If you have any questions or are unsure about the next steps, our Signify support team is here to help:

- Please email us at support@signifycrm.com

- Call us at +6683-197-4774

With SignifyCRM, Empower SignifyCRM users to:

- Work within Outlook: Manage all your key customer interactions without leaving Microsoft Outlook™.

- Stay Organized: Effortlessly create and track Leads, Contacts, Accounts, Opportunities, and Cases.

- Gain Insights: Quickly search and review customer history within the Outlook add-in.

- Improve Efficiency: Archive important emails directly to SignifyCRM for easy access.

- Stay Synced: Keep your appointments aligned with Microsoft Outlook Calendar™ and SignifyCRM.

- Manage Activities: Create and track Meetings, Calls, and Tasks within SignifyCRM.

Možnosti aplikácie

Keď sa táto aplikácia používa,
  • Môže odosielať údaje cez internet
  • Táto aplikácia môže získať prístup k osobným informáciám v aktívnej správe, ako sú napríklad informácie o texte, predmete, odosielateľovi, príjemcoch a prílohe, a upravovať ich. Tieto údaje môže odoslať službe tretej strany. Ostatné položky vo vašej poštovej schránke sa nedajú čítať ani upravovať.

Súhrnný prehľad

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