Quantium Add-in for Outlook

Quantium for Outlook helps you save important investor emails into Quantium—right from Outlook.

Best for teams that already use Quantium and spend a lot of time in email: IR, fundraising, and anyone who needs a clear history of investor conversations.

What it does

• Track email conversation with an BCC to your firm’s Quantium address
• Save an email Manual save the email to investor activity.
• Match people to investors and add contacts in Quantium from the side pane.
• Create a new prospect when someone isn’t in your list yet.

You need a Quantium account, CRM license turned on for your company, and an Outlook mailbox that Quantium allows for tracking.