ExecutivePulse for Outlook

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.