i CRM for Outlook is a cloud-based CRM that displays inside of Outlook inbox on in any browser and on MOBILE VIA the Outlook Mobile App. This flexible and easy to use tool can be deployed with virtually nothing to install.

Outlook Integration Details

- Provides a 360-degree view of CRM information from Your Inbox

- File a message in iCRM from Outlook

- Automatically associates emails to a contact or lead

- View, create and edit accounts, contacts, leads, opportunities, cases and more from Gmail

- Reply or Compose messages using email templates (even on Mobile)

- Optionally automatically copy emails and attachments to iCRM

- Create rules for which emails get automatically synchronized

- View and dial numbers on your mobile phone using details from iCRM

Outlook Calendar Integration Details

- Automatically synchronize calendar items from Outlook to iCRM

- Automatically links calendar items with CRM Contacts or Leads

- Create rules for which calendar items get synchronized (coming soon)

Full Featured CRM Details

- Lead Management - Create and track leads

- Opportunity / Pipeline Management - Analyze sales trends, project revenue over any period of time, and better manage the entire sales cycle.

- Account / Contact Management - Capture and share client and contact information.

- Track Activities - Track and log all points of customer interaction such as sales calls, emails, meetings and other calendar entries.

- Track Events - Automate the planning and tracking of all aspects of corporate events.

Customer Service Ticket / Cases - Use call tracking, automatic escalation, automatic e-mail notifications, and assignment pools by expertise to effectively tackle customer needs.

- Products - Easily store price, recurring revenue and other product or service information on the Mobile - Everything is available in mobile clients including Gmail integration.

- Recurring Revenue Tracking - Store recurring revenue information with expiration date, length of contract and other details.

i CRM for Outlook works in any modern browser including Chrome, Edge and Safari. It also works on mobile devices such as Android and iOS Devices. iCRM is a great alternative to Salesforce.com, Insightly, Copper CRM, SugarCRM, Streak, Zoho and others.

iCRM is free with limitation for up to two users and $29.95 USD per user per month for the unlimited version on an annual contract.

Live CRM experts will help you set up your solution as part of a paid subscription.

iEnterprises is an award-winning CRM vendor that has been in business for more than 20 years. Contact us at support@ienterprises.com for support issues or sales@ienterprises.com for enterprise licensing and pricing information.

i CRM for Outlook

作者 iEnterprises