Atlas CRM
作者 Avisi Apps B.V.
Connect Outlook to Atlas CRM to automatically store emails and contact information in your CRM.
Atlas CRM is the #1 CRM in the Atlassian Ecosystem, bringing customers and sales directly into Jira and Confluence. This Outlook integration lets you store email participants as Atlas CRM contacts and automatically store email conversations directly onto those contacts’ profiles. It also facilitates the automatic saving of all emails related to a specific participant, keeping your team in sync with ongoing customer communications.
This add-in requires an active Atlas CRM for Jira or Confluence license. You can start a 30-day trial here.
Main Features:
Contact Management: Automatically store email participants as Atlas CRM contacts and instantly access their contact information right within your Outlook interface.
Email Storage: Choose to manually or automatically store email conversations directly to a contact’s Atlas CRM profile, ensuring that these interactions are documented and accessible to your entire team.
CRM Access in Outlook: Directly access and manage your Atlas CRM contacts from within Outlook, allowing you to quickly search for contact information and compose emails.
By integrating Outlook with Atlas CRM, you are combining the communication power of Outlook with the core strengths of the Atlassian ecosystem. This makes vital customer information easily accessible for use in Jira issues and Confluence pages, simplifying project management and enhancing documentation processes. This connection ensures customer insights are always just a click away, helping your team stay organized and efficient.
應用程式功能
- 可以在網際網路上傳送資料
- 此應用程式可以存取及修改使用中訊息內的個人資訊，例如內文、主旨、寄件者、收件者及附件資訊等等。其可能會將此資料傳送給第三方服務。對於您信箱中的其他項目則無法讀取或修改。