ExecutivePulse for Outlook
par 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.
Fonctionnalités de l’application
- Peut envoyer des données via Internet
- Cette application peut lire ou modifier le contenu de tous les éléments dans votre boîte aux lettres, ainsi que créer des éléments. Elle peut accéder aux informations personnelles (le corps, l’objet, l’expéditeur, les destinataires ou les pièces jointes) dans tous les messages et tous les éléments du calendrier. Passez en revue la politique de confidentialité du développeur pour plus de détails sur la gestion et le traitement des informations personnelles.