Juniper Square for Outlook

Juniper Square for Outlook connects your inbox to your investor CRM, so you can access the information you need—when and where you need it. View contact details, see recent activity, and log emails or meetings without leaving Outlook, keeping relationship data organized and up to date across systems.

Benefits of Juniper Square for Outlook:

• Search and view Juniper Square contact information directly in Outlook
• Access recent activity, notes, and key relationship details to inform outreach
• Log emails, notes, meetings, and calls in Juniper Square without leaving your inbox

Learn more about Juniper Square at www.junipersquare.com.

Note: Available to customers with a Juniper Square Professional or Enterprise license.

Juniper Square for Outlook is supported on Outlook for Windows (Microsoft 365), Outlook 2019 or later (Windows), Outlook 2016 or later (Mac), Outlook on the web, and Outlook.com. It also supports customers using Microsoft Exchange Server 2016 and 2019.