Mothernode CRM Add-in for Outlook 365 is a must-have for Outlook users who want integrated access to their CRM data from the convenience of the email program they know and love. There’s no need to toggle between applications to access data from your CRM with Mothernode’s feature-rich add-in. Whether you’re looking to synchronize calendars and contacts, archive emails, create new sales opportunities or access your quotes, Mothernode’s CRM add-in has what you need to make users more productive when it comes to sales and servicing their customers.

Summary of Features

(Capabilities may vary based on your Mothernode Edition)

• 2-way synchronization of your Mothernode and Outlook calendars

• Select Mothernode contacts that you want to synchronize with Outlook. Create a list to sync, choose all contacts, or only include the contacts you own.

• Archive incoming email with one or more Mothernode Contact records

• Access contact details available in your Mothernode account, including Social Media profiles

• View records and transactions including leads, opportunities, quotes, cases, and more

• Review and add journaled events and notes

• Create new sales opportunities from within Outlook

• Access current opportunities for your contacts

• Use your Mothernode CRM email templates within Outlook

• Review quotes activity for your contacts

• View customer support cases for your contacts

• Collaborate with other users by posting comments and replies in contact events

And much more.

Mothernode CRM Subscription Required.

This Add-in requires users to have a paid Mothernode CRM Subscription and is compatible with all Mothernode CRM Plans. For more details or to signup visit http://www.mothernode.com

Mothernode CRM

作者 Mothernode LLC