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Outlook and your CRM—better together.
Outlook and your CRM—better together.
Bring contact context into Outlook, track opens and clicks, and sync meetings both ways so your schedule and records stay aligned across teams.
Outlook and your CRM—better together.
Outlook and your CRM—better together.
Bring contact context into Outlook, track opens and clicks, and sync meetings both ways so your schedule and records stay aligned across teams.
Outlook and your CRM—better together.
Outlook and your CRM—better together.
Bring contact context into Outlook, track opens and clicks, and sync meetings both ways so your schedule and records stay aligned across teams.
Email & meetings in sync.
Log threads and events automatically and keep timelines current. Personalize messages with live CRM data as you write, and add conferencing details to invites.
Work faster from Outlook
- Insert templates and snippets with personalization tokens.
- Schedule emails for later with tracking.
- Turn emails into tasks, deals, and tickets in a click.
Book without back-and-forth
Share booking links
Prospects pick a time that works immediately.
Avoid conflicts
Respect calendars, buffers, and time zones to prevent overlaps.
Qualify at booking
Add questions and sync answers to properties.
Track engagement
Get alerts on opens and clicks, prioritize follow-ups based on activity, and measure which templates and times drive replies across teams.
Extend your workflow
- Preview records in a sidebar without switching apps.
- Attach files and track document engagement.
- Two-way calendar sync for accurate availability.
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