Sage for Outlook
by Sage Connect
Quickly and easily answer invoicing questions, manage exceptions, and resolve invoicing issues in real time - right from Outlook.
Stay Ready
Always have customer context at your fingertips, so you can resolve issues quickly and efficiently - No more wrestling between multiple tools.
Respond Smarter and Faster
Send faster, better replies to tricky customer questions, showing focus and commitment to strong relationships.
Stay Organized
Keep customer information up to date, so you never send the wrong details to the wrong contact - avoiding payment delays.
Features
Add Account Data
Sage for Outlook puts key customer account details—balances, overdue payments, and open invoices—right in your inbox.
Access Customer Records
Easily search for customer records, even without a selected contact. With Single Sign-On, seamlessly switch between Outlook and Sage Connect or open Sage Connect directly from Outlook.
Save Time
No more toggling between your inbox and accounting system. Everything you need to manage customer inquiries is at your fingertips so you can stay focused and productive.
Pin to keep data at your fingertips
Pinning the add-in enhances your experience, allowing you to seamlessly switch between customers without needing to reopen it each time. This ensures smoother functionality and a more intuitive workflow, especially when navigating between read and compose modes.
App capabilities
- Can send data over the Internet
- This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.