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Use Sage CRM with Microsoft Outlook efficiently!

Revolutionize the way you work, record communications with your customers - every employee can quickly find important information.

Filing e-mails

When you send your e-mail in Microsoft Outlook, it is automatically assigned to the clipboard.

Conveniently assign your email to an existing ticket, opportunity, and one or even more people at once.

 Create sales opportunities
If you are in contact with a prospective customer and send him the first information, create the sales opportunity from the mail for further processing.

Create tickets from email communication
Effortlessly create CRM tickets from an incoming
mail and include the ticket ID as a reference with the mail when replying.
Get a ticket reference from the email subject. Ticket properties can be set dynamically
(16 properties are possible).

Create persons
If you are in mail contact with a person who is not yet registered in CRM, you can quickly and easily create the person in Sage CRM from sending the mail and assign the communication to them.

Extensive setting options and rules

 

 

Base products:

Microsoft Outlook 2010 / 2013 32/64 Bit
Sage CRM 7.2 / 7.3

Price:
from 9,50 Eur monthly per client

Use Sage CRM with Microsoft Outlook efficiently!

Revolutionize the way you work, record communications with your customers - every employee can quickly find important information.

Filing e-mails
When you send your e-mail in Microsoft Outlook, it is automatically assigned to the clipboard.

Conveniently assign your email to an existing ticket, opportunity, and one or even more people at once.

 Create sales opportunities

If you are in contact with a prospective customer and send him the first information, create the sales opportunity from the mail for further processing.

Create tickets from email communication

Effortlessly create CRM tickets from an incoming mail and include the ticket ID as a reference with the mail when replying. Get a ticket reference from the email subject. Ticket properties can be set dynamically (16 properties are possible).

Create persons

If you are in mail contact with a person who is not yet registered in CRM, you can quickly and easily create the person in Sage CRM from sending the mail and assign the communication to them.

Extensive setting options and rules

Base products:

Microsoft Outlook 2010 / 2013 32/64 Bit
Sage CRM 7.2 / 7.3

Price:
from 9,50 Eur monthly per client

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