Outlook Add-In

In order to guarantee the synchronization of accounts /contacts, appointments or activities to perform which are in the InfiniteCRM platform, it is possible to integrate with MS Outlook using a specifically designed add-on without the need for distribution of a client or add-in.

This functionality, which requires the use of an MS Exchange mail server, also includes bi-directional data synchronization which works with any version of Outlook. Via the integration of MS Outlook it is also possible to synchronize your information with mobile devices that do not run Microsoft technology (Symbian, Palm, etc.).

MS Outlook integration allows you to synchronize the most important functions for you and your company. You need never be without your data. With this integration the most useful information will always be at your fingertips without wasting time contacting head office or running the risk of writing important details down too quickly and making mistakes.

Available functionality:

Account management: The ability to access client details in InfiniteCRM directly from Microsoft Outlook
Email: Filing of incoming and outgoing email for every single element, either for all cases or based on need
To dos: Independent registration of the data needed for the application to synchronize and file email with the automated creation of to dos inside the iCRM system
Activities: Synchronization of activities for each element either for all cases or based on need
Calendar: Synchronization of appointments for each element either for all cases or based on need
Business opportunities: Support for the sales team thanks via the filing of all client-relevant and strategic email