CRM Software

CRM Software is a modern tool for Microsoft 365, Microsoft Teams and Microsoft Outlook that allows you to organize your sales data including companies, contacts and deals with a user-friendly interface. Use categories, folders and flags to organize your data into manageable segments for follow up.

What are the unique features of the CRM Software?

* Built inside of the secure environment of Microsoft Teams, Microsoft Outlook and Microsoft 365.

* Track companies, contacts, deals and activities using folders, categories and flags.

* Send email templates to individual contacts or a group of contacts.

* Use the built-in reporting, Microsoft Excel for Reporting

To begin, install the app for a free. No signup or credit card needed. Please go to www.salesoutlook.com to purchase a subscription after the trial.

In order to use this app, you need to have an active Microsoft 365 subscription with Exchange online.

Contact us for in getting started: Please contact Support or call 770 642-4923 for more details.

What are the main features of the CRM Software?

Contacts & Companies

• Contacts, companies and deals shared within your team.

• Same data on your desktop and mobile device.

• Organized with by categories, folders and follow up flags.

• Email Templates.

• Notes, tasks and appointments for follow-ups.

Sales

• All deals and leads in one place.

• Easily add a contact from an email.

• Emails, notes, and documents.

• Reminders using appointments and tasks.

• Advanced Reporting using Excel.

Marketing

• Marketing emails right inside your CRM Software.

• Easy to turn a lead into a deal.

Safe Data Storage

• All data is stored in Microsoft SharePoint.

• All data is stored on your Microsoft tenant. If your Microsoft servers are in the US, then the data is in the US. If your Microsoft servers are in Canada, then your data is in Canada.

Advanced customizations

• Custom and required fields.

• Specify field layout.