Connect Microsoft Outlook directly with your CRM.ES account. Instantly save email conversations, create contacts, track tasks, and upload attachments without ever leaving your inbox.
Everything you need to capture leads, record interactions, and keep your sales team synced right inside Outlook.
Instantly link complete email conversations to CRM contacts, leads, or organizations. Keep your client interaction history perfectly complete.
Create new leads, contacts, or opportunities directly from incoming emails. Outlook extracts data so you can save records in seconds.
Upload important email attachments, PDF quotes, or spreadsheets directly to CRM.ES archives with smart storage and sorting.