Exsalerate CRM
izdevējs Exsalerate CRM
Add Exsalerate to your Outlook inbox and calendar so emails and meetings sync to Exsalerate
Exsalerate's Sidebar for Outlook add-in is a smart way to organize and manage communication with your leads and customers and sync correspondence to the right place in your CRM.
Features include:
* Add new contacts and their company to your pipeline
* Add new contacts to an existing company saved in Exsalerate
* Create a follow-up activity in Exsalerate when sending your email
* Choose the type of email your sending for KPIs in Exsalerate
* All attachments get saved to the Documents folder in Exsalerate
Exsalerate's Sidebar for Outlook requires an Exsalerate account
Set up instructions https://crm.exsalerate.com/outlook365-crm-integration/
Supported browsers: IE 11, Edge, Chrome, Firefox and Safari
Note you require a subscription of Exsaelrate CRM to use this Add-in, you can start a free 14 day trial of Exsalerate CRM by clicking the link below.
https://www.exsalerate.com/SetupWizard/Index
Programmu iespējas
- Tā var nosūtīt datus, izmantojot interneta savienojumu.
- Tā var lasīt vai modificēt jebkura pastkastes vienuma saturu un izveidot jaunus vienumus. Tā var jebkurā ziņojumā vai kalendāra vienumā piekļūt personas informācijai, piemēram, pamattekstam, tēmai, sūtītājam, adresātiem vai pielikumiem. Lai iegūtu sīkāku informāciju par personas datu pārvaldību un apstrādi, iepazīstieties ar izstrādātāja konfidencialitātes politiku.