Exsalerate CRM
por 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
Funcionalidades do aplicativo
- Pode enviar dados pela Internet
- Este aplicativo pode ler ou modificar o conteúdo de qualquer item na sua caixa de correio, além de criar novos itens. Ele pode acessar informações pessoais, como corpo, assunto, remetente, destinatários ou anexos, em qualquer mensagem ou item de calendário. Consulte a política de privacidade do desenvolvedor para obter mais detalhes sobre como as informações pessoais são gerenciadas e processadas.