Description:

OutlookCRM leverages the power and familiarity of Microsoft Outlook to provide a comprehensive, efficient, instantly available contact management system. Most of our work, at its core, consists of an ongoing series of actions: interacting with contacts, and managing communications and commitments with these contacts. OutlookCRM allows you to powerfully manage these contacts and interactions, all from within Outlook. The software ties together contacts, appointments, tasks, e-mail and journaling.

Key benefits:

• Centralized Customer Database: OutlookCRM installs a Companies folder that provides a one-to-many relationship between company and contacts. Company information is stored once only and maintained in one place. All contacts reference the same company information.


• Automatic E-mail Processing: OutlookCRM automates the process of creating a new contact and company record from information within the e-mail, increasing team productivity and information quality. It also automates the action of logging the transaction, and can create related tasks and appointments.


• Instant Set-Up: OutlookCRM can be installed and used immediately - there is no lengthy set-up and implementation time. The product can be used out-of-the-box or easily customized to meet specific organizational requirements.


• Enhancements to Outlook: OutlookCRM implements a wealth of refinements and extensions to existing Microsoft Outlook features such as: enhanced linking to the journal; extending the logging of activities from a private journal folder to a public journal folder for shared access; and enforcing consistency of categories between multiple users.