SalesOutlook CRM 100% inside of Outlook and Exchange

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Presentation transcript:

SalesOutlook CRM 100% inside of Outlook and Exchange Auto file emails and calendar meetings Side Panel view in your Inbox Extend Outlook into a groupware application Account, Contacts, Opportunities, Leads, Customer Service, and custom modules. Advanced and Simple customizations Constant Contact and QuickBooks Integration Excel Reports Word and Excel Document management Dashboard Mobile Client Web Client Utilizes your Investment in Microsoft Office and or Office 365 Integrates with Microsoft Teams as a Dialer

SalesOutlook DashBoard

SalesOutlook Excel Reporting

SalesOutlook Side Panel in your Inbox

SalesOutlook is an extension to Outlook

SalesOutlook Account Form

SalesOutlook Contact Form

SalesOutlook Opportunity Form

SalesOutlook Lead Form

SalesOutlook Customer Service Form

SalesOutlook Activity View

SalesOutlook Ribbon Toolbar provides Easy Access to all SalesOutlook Items

Create a Contact, Account, Opportunity or Customer Service Inquiry from an Email

SalesOutlook Mobile

Automatically or Manually File Emails at the Account, Contact or Opportunity

Constant Contact Email Marketing Integration

SalesOutlook is a Smart Start for Your Business!