The iEnterprise Outlook Add-in for your CRM* is an easy to use tool for either Specific or Automatic email association!
Automatically detects the sender of a message and saves it in your CRM with a single click. Also saves sent messages with a single click.
When you get a message from a contact not in CRM* you can create an account, contact or lead directly from your mailbox.
When you are in Outlook you can easily and automatically see all the related items in CRM* including accounts, contacts and opportunities, other modules including Custom modules. You can also quickly and easily open the item in CRM* to get even more information.
There are settings that only a user with Administrator access can do specifically in using the "Automatic Sync" feature.
All the add-in has the same look and feel and most features work similarly though minor differences may exists and those will be mentioned in this guide.
Currently supporting CRM* :
iEnterprise CRM
Salesforce.com®
Dynamics 365®
SugarCRM®
Zoho CRM®
- Monday.com
Netsuite **
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Any feature that involves creating or adding records to your CRM require a License Purchase after the free-trial period. |
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Text and screenshots may come from any of the supported CRM*, please note that features, navigation and connector design is almost standard across all the connectors. |
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** Connector for Outlook and Netsuite may have differences in some of the features and UI. |
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