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Exsalerate CRM

Exsalerate CRM

Add Exsalerate to your Outlook inbox and calendar so emails and meetings sync to Exsalerate

Exsalerate's Sidebar for Outlook add-in is a smart way to organize and manage communication with your leads and customers and sync correspondence to the right place in your CRM.

Features include:

* Add new contacts and their company to your pipeline

* Add new contacts to an existing company saved in Exsalerate

* Create a follow-up activity in Exsalerate when sending your email

* Choose the type of email your sending for KPIs in Exsalerate

* All attachments get saved to the Documents folder in Exsalerate

Exsalerate's Sidebar for Outlook requires an Exsalerate account

Set up instructions https://crm.exsalerate.com/outlook365-crm-integration/

Supported browsers: IE 11, Edge, Chrome, Firefox and Safari

Note you require a subscription of Exsaelrate CRM to use this Add-in, you can start a free 14 day trial of Exsalerate CRM by clicking the link below.

https://www.exsalerate.com/SetupWizard/Index

外接程序功能
在使用此外接程序时,它
  • 可通过 Internet 发送数据
  • 此加载项可读取或修改你邮箱中任何项目的内容,并能够创建新项目。它可以访问任何邮件或日历项目中的个人信息,如正文、主题、发件人、收件人或附件。它可能会将此数据发送给第三方服务。
  • 概览
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    /images/videoOverlay.png
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