Microsoft Outlook Integration

Popular applications are just that, so why would we want you to recreate the wheel within your business and force you to change the way that team members like to work. The Outlook add-in for OpenCRM allows users of the ever popular Outlook office application* to carry on using what they already know, and adopt OpenCRM with the minimum of training.

Emails that you send or receive in Outlook can easily be copied into OpenCRM linking them to the correct Contact as well as many other OpenCRM entities.

With one click Synchronise your Outlook or Exchange Contacts and Calendar with OpenCRM giving your users access to the address book details that are important to them, whilst on the move, and also keeping appointments and tasks in sync.

Select the Calendar or Contacts folder that you wish to synchronise enabling you to keep Outlook personal contacts separate from the OpenCRM system.

Decide how you would like to manage any conflicts with options for OpenCRM, Outlook or Notification when a conflict arises. See a list of records that will be changed before you commit to accept updates.

Select single or multiple emails to be archived to OpenCRM. Choose to Quick Associate (links directly to the Contact(s) in OpenCRM) or be more selective allowing you to link to different Contacts and their associated records, such as Opportunities or Sales Orders. Open emails in OpenCRM once they have been archived using the add-in so that you can carry on working on the record and use the Activity features of OpenCRM and monitor approved follow up procedures.

* Supports Outlook 2003 onwards