Coevera for Outlook
作者 Pipelinersales Inc.
Get detailed Coevera CRM data about the sender of the message right inside your inbox.
The Coevera CRM Cloud Inbox Add-In for Outlook provides a new level of efficiency and integration. When you receive an email message, the Coevera CRM Smart Preview Panel for Outlook brings you detailed information about the sender of the message within seconds. Easily review all related business you have previously done with that contact, including related leads, opportunities, accounts and even activities.
If you click on any email message within your inbox, the Coevera CRM Inbox Add-In matches the data of the sender and recipients with data in your Coevera CRM space:
- Detects Existing Data
- Detects Coevera Users
- Relates existing records within Coevera CRM to the Sender
- Detects “Unknown” Data
You can save content from a received email message to Coevera. If needed, you can also create and save additional records related to the contact.
Coevera CRM Cloud Inbox Add-In for Outlook requires a paid-for Coevera CRM subscription - or a time-limited, free-of-charge Coevera Trial account - and is seamlessly integrated with Coevera CRM Starter, Business and Enterprise versions. There are no additional charges for activating and using this integration.
应用功能
- 可通过 Internet 发送数据
- 此应用可访问和修改活动邮件中的个人信息，例如正文、主题、发件人、收件人和附件信息。无法读取或修改邮箱中的其他项目。有关如何管理和处理个人信息的更多详细信息，请查看开发人员的隐私策略。