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.

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?).

CRM 360° with Outlook

Simple and usable for everyone

The CRM system with “BusinessMail®” gives all employees with contacts to suppliers, prospects and customers a complete overview of the communication. In Sales, Marketing and Service & IT as well as in Purchasing, Research & Development, Work Preparation and Order Processing. This is how you maintain customer relationships when you advertise orders, when you implement them and in the support afterwards.

Video: CRM Outlook Integration – Connecting email and CRM | english

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.

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