Email Side-Panel
- Instantly view CRM data upon receiving emails from customers
- View, update or create CRM records directly from your Inbox
- Configure CRM modules including custom modules
- One-click email archive
- Create a quick note for any CRM record on side-panel
- Switch between multiple email recipients
View, Update and Create New CRM Records
View, update and create records directly from your Inbox:
- Contacts and Leads
- Accounts
- Opportunities and Cases
- Meetings & Calls
Archive Email
- Single-click archive to CRM records on side-panel
- Advanced archive to multiple CRM records
- Ability to filter email attachments by type and size
Multiple Platform Support
- Office 365
- Exchange 2013, 2016, 2019
- Outlook 2016, 2019 for Mac
- Outlook Web App on Windows & Mac
- Outlook for iOS mobile devices
- Outlook for Android
