https://catalogartifact.azureedge.net/publicartifacts/86191290.7890f455-e7b4-45b2-9027-be96c4d87712-c46b166f-766e-45af-9674-e407b7d1e5e2/018c42af-c270-4089-b92c-9f5e92aad2ba_logofilled.png

SimplyConvert

by SimplyConvert

Sync communications from Outlook to SimplyConvert.

SimplyConvert’s Email Add-in for Microsoft Outlook integrates your practice management system directly into your inbox, allowing you to sync and manage client communications without leaving Outlook.

  • Match contacts by name, email address, phone number, or SimplyConvert case id

  • Sync inbound and outbound emails to SimplyConvert cases

  • Maintain a complete communication record in SimplyConvert

  • Reduce manual data entry and administrative time

  • Reference case details from the sidebar without leaving your inbox

App capabilities

When this app is used, it
  • 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. Other items in your mailbox can’t be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.

At a glance

https://catalogartifact.azureedge.net/publicartifacts/86191290.7890f455-e7b4-45b2-9027-be96c4d87712-c46b166f-766e-45af-9674-e407b7d1e5e2/22e09185-fb8c-45ee-b70a-2de057945ac3_scoutlookaddin1.png
https://catalogartifact.azureedge.net/publicartifacts/86191290.7890f455-e7b4-45b2-9027-be96c4d87712-c46b166f-766e-45af-9674-e407b7d1e5e2/6d479009-b239-42d9-b16d-0830ec674668_scoutlookaddin2.png
https://catalogartifact.azureedge.net/publicartifacts/86191290.7890f455-e7b4-45b2-9027-be96c4d87712-c46b166f-766e-45af-9674-e407b7d1e5e2/d6d22ad0-ae14-4766-8a5e-c4763d386bd1_scoutlookaddin3.png