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Outlook & Exchange Synchronization

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1800-800-610

Leverage CRM with Microsoft Outlook
and Exchange

outlookWhen Outlook is transformed into a seamless CRM gateway, your team will gain added insight in a familiar environment—and automatically contribute insight back to colleagues.

  • Integrate Email: View your Outlook messages inside Maximizer CRM, automatically see which customer sent you the message, and save to their account.
  • CRM Access in Outlook: Use the Maximizer Toolbar inside Outlook for one-click saving of relevant emails to customers’ records in Maximizer CRM - no cutting & pasting required.
  • Access Contacts: Grab email addresses from both Maximizer CRM & Outlook address books for your emails. Synchronize contacts to Outlook and vice-versa to store a subset of customer records.
  • Synchronize Calendars & Tasks: Stay on track with two-way synchronization of Maximizer CRM & Outlook calendars and task lists.
  • MaxSync for Microsoft Exchange: Set-up meetings and keep track of appointments with all colleagues even when some colleagues work in Microsoft Exchange. Get MaxSync for 50 or unlimited number of employees.
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Synchronizing with Microsoft Outlook is included with Maximizer CRM, but synchronizing with Microsoft Exchange requires MaxSync, which is an add-on product.

Contact us at 1800-800-610 or e-mail us to request further information or a demonstration.

 
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