ExecutivePulse for Outlook
por ExecutivePulse
ExecutivePulse connects Outlook to your CRM — log emails, view contacts, and manage your pipeline.
ExecutivePulse for Outlook is a free enterprise add-in that brings your CRM directly into your email workflow. No
more switching between apps — view contact details, log communications, and manage your pipeline from the Outlook
sidebar.
Enterprise add-in:
ExecutivePulse for Outlook is acquired by organizations, not by individual users. Account provisioning is managed
inside the ExecutivePulse CRM by your organization's administrator. The add-in does not offer any in-app purchases,
and no service is sold or activated through this add-in. It is provided at no additional cost to organizations that
already use ExecutivePulse CRM.
What you can do:
- Contact Lookup — Instantly see CRM details for any email sender: company, role, recent activity, and
related records
- Log Emails — Save emails as touchpoints, action items, or journal entries with one click
- Contact Sync — Compare and sync your Outlook contacts with your CRM database
- Calendar Integration — View and log calendar events tied to your CRM contacts
- Pipeline Management — Track opportunities and update deal stages without leaving Outlook
- Global Search — Search your entire CRM database from the Outlook sidebar
Built for economic development organizations:
ExecutivePulse is the CRM platform trusted by economic development agencies, chambers of commerce, and regional
development organizations across the US and Canada. The Outlook add-in extends that platform into your daily email
workflow, helping business retention specialists, economic developers, and support staff stay connected to their data
without disrupting their routine.
Key features:
- Works in Outlook on the web, Windows, and Mac
- Multi-tenant — each organization's data is completely isolated
- Role-based permissions — users see only what they're authorized to access
- MFA support for secure authentication
- US and Canadian server regions
Getting access:
If your organization already uses ExecutivePulse CRM, contact your administrator for access to the add-in. To learn
more about ExecutivePulse for your organization, contact
href="mailto:support@e-pulse.net">support@e-pulse.net.
Funcionalidades de la aplicación
- Puede enviar datos por Internet
- Esta aplicación puede leer o modificar el contenido de cualquier elemento del buzón y crear elementos nuevos. También puede obtener acceso a información personal (como cuerpo del mensaje, asunto, remitente, destinatarios o datos adjuntos) de cualquier mensaje o elemento de calendario. Revise la directiva de privacidad del desarrollador para obtener más información sobre cómo se administra y procesa la información personal.