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Outlook that knows your customers.
Outlook that knows your customers.
Open a CRM sidebar to view timelines, deals, and tickets as you write. Insert templates, schedule emails, and auto-log activity so context is always at hand.
Outlook that knows your customers.
Outlook that knows your customers.
Open a CRM sidebar to view timelines, deals, and tickets as you write. Insert templates, schedule emails, and auto-log activity so context is always at hand.
Outlook that knows your customers.
Outlook that knows your customers.
Open a CRM sidebar to view timelines, deals, and tickets as you write. Insert templates, schedule emails, and auto-log activity so context is always at hand.
CRM inside your inbox.
Personalize messages with live contact and company data. Emails and meetings sync to associated records while you work in Outlook, web or desktop.
Work faster
- Templates and snippets reduce typing.
- Send later schedules delivery for better timing.
- Drop booking links to eliminate back-and-forth.
Track engagement
Real-time signals
Open and click alerts help you follow up at the right moment.
History at hand
See past conversations and outcomes alongside your draft.
Template insights
Measure performance and refine messaging.
Sync your calendar
Two-way sync prevents double booking, adds conferencing links, and logs meetings to timelines for complete visibility—so sales and service stay aligned.
Extend your workflow
- Create tasks and deals from emails.
- Attach files and track document engagement.
- Preview records in a sidebar without switching apps.
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Give us a call and we'll walk you through it.
Frequently asked questions
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Get started with the all-in-one platform that’s easy to use and fast to drive results.