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CRMWeb Outlook Add-In ensures full integration of MS Outlook with the following CRMWeb features: contact management, lead management, case management,
opportunity management, task management and event management.
With CRMWeb Outlook Add-In you can create leads, contacts, cases and opportunities directly from the Outlook interface; synchronize contacts, tasks and
events and save incoming and outgoing emails as activity in the history of the corresponding lead, contact, opportunity or case. CRMWeb Outlook Add-In allows
you to easily capture a complete history of each customer relationship and to increase your productivity by eliminating time-consuming manual activities.
You may use either CRMWeb or MS Outlook to communicate with your customers and business partners; in either case all relevant correspondence will be recorded
in CRMWeb to ensure a complete overview of each customer relationship available for the entire organization.
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Benefits
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synchronize your tasks and events with CRMWeb to better coordinate your activities
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synchronize your Outlook contacts with CRMWeb to keep your data up to date
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easily create and archive cases into CRMWeb directly from Outlook
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capture all relevant customer correspondence with a click
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assign incoming and outgoing messages to the corresponding CRMWeb contact, lead, case or opportunity directly from the Outlook interface
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easily create contacts, leads, cases or opportunities directly from Outlook
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make sure no customer issue remains unaccounted for
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