The Outlook Plugin for Creatio allows you to process and connect emails from Outlook to Creatio records, including contact, account, opportunity, and case records linked to emails. You can integrate your CRM into MS Outlook and view Creatio information while checking or sending emails.
Organize your history records, access a 360 view of your contacts, update opportunities or Service Cases or open the record in Creatio with just one Click.
With the Outlook add-in, you'll improve your interactions with customers and prospects, increase your productivity, and get better results with less effort.
Sync your calendar, check if an email has already been stored in CRM, link emails to Cases or Opportunities, add new leads easily, enrich contact information by dragging and dropping the email signature.
You and your team will access valuable information from your CRM, depending on your role, facilitating the adoption of current and new users.
Work smarter from your email app!
Keep the default options or change any settings and click Next.
GET STARTED
• Price: $24 user/year.
• Minimum Subscription: 10 users/year.
