Applications Platform

Our industry-leading Microsoft Outlook add-in allows you to delve straight into the information you need, right from inside Microsoft Outlook.

The email productivity tool enables you to record emails quickly and easily to Codeless Platforms’ Firefly Suite, Brightstar CRM system or any application built upon Applications Platform, and allows you to apply follow up actions for the customer account – such as email, phone, meeting or task.

The fully customisable and adaptable Microsoft Outlook Plugin removes the need to constantly switch between applications providing you with quick, direct access to your data from your inbox.

Microsoft Outlook add-in Modules and Benefits;

Adding the email productivity tool to your inboxes makes it easier for staff to update apps or business systems and less likely for them to forget to add new information. This saves time copying and pasting information from emails into the app or system, reduces errors and improves workflow.

Featured modules of Microsoft Outlook add-in include:

• Record emails to your app, business or CRM system

• Follow up actions e.g. email, phone, meetings, tasks

• Edit notes

• Attach related documents to an account

• Edit customer notes

• Record activities, opportunities, history, support tickets and campaigns

• Add new contacts

Benefits of the email productivity tool:

• Makes it easier for staff to update business apps or systems with new information

• Saves time copying and pasting information from emails into apps or business systems

• Reduces errors

• Improves workflow

• Business data is more up to date and contains all correspondence

• Saves time looking through emails for correspondence trails

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