Readybuild for Outlook

Overview

The ReadyBuild for Outlook add-in brings the power of ReadyBuild CRM directly into Microsoft Outlook, enabling construction and remodeling professionals to stay connected with their clients and projects without switching applications.

Key Features

• View Contact Information Instantly - See ReadyBuild contact details including company, phone, email, and location when reading or composing emails
• Log Emails to CRM with One Click - Record conversations as activities, associate with projects, add notes and attachments
• Auto-Log on Send - Set emails to automatically log when sent
• Track Activities & Projects - View recent activity history and related projects directly in the add-in
• Attachment Support - Upload email attachments to your CRM records
• Works Across Devices - Desktop and mobile Outlook support

ReadyBuild CRM users in construction/remodeling who want to save time, keep CRM up-to-date, and access client info without context switching.

LaunchEvents / SmartAlerts Disclosure:

This add-in uses LaunchEvents to check outgoing emails before sending. When you click Send:

- When it activates: The add-in checks if any recipient email address exists as a contact in your Readybuild CRM

- What it does: If a recipient is found in your CRM and you haven't scheduled email logging, you'll see a prompt reminding you to log the email. You can choose to send anyway or open the add-in to log the email first

- What information is accessed: Recipient email addresses (To/CC) are checked against your CRM contacts. If auto-logging is enabled, the email subject and body are sent to Readybuild to create an activity record