CRM with Outlook – how do you do it?
Looking for a CRM system to integrate with Outlook? The Outlook integration “BusinessMail®” for GEDYS IntraWare CRM and Outlook combines familiar working with professional CRM usage.
CRM 360° with Outlook
Simple and usable for everyone
You can already get a full overview of the sender with contact details and customer file in CRM in Outlook. For example, you create new addresses and contact persons with one click in the CRM system (What is a CRM system?).
BusinessMail® in GEDYS IntraWare CRM provides all employees with a full overview of your communication with your contacts to suppliers, prospects and customers. In sales, marketing, service & IT as well as in purchasing, research & development, work preparation and order processing. This is how you maintain customer relationships, during order processing and in the support afterwards.
Your Outlook now with built-in CRM file
How it works
BusinessMail® integrates the CRM file into your Outlook client. You can already see with the e-mail inbox whether the sender exists in your CRM system. All contact details and current operations are displayed and can be opened with one click. This means that you are fully informed at an unprecedented speed. With one click, you automatically add the new email to the CRM customer file. Your team gets everything
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Creating contacts is child’s play
CRM with Outlook
The sender of the email does not already exist in the CRM system? With one click, the Outlook plugin “BusinessMail®” reads all important sender data from the email and proposes you a company document with contact person. A checking look and you have already created new contacts, assigned the new email with another click and saved a lot of typing work. No other system offers more integration.