Outlook Add-on for Creatio allows you to process and connect emails from Outlook to Creatio records, including Contacts, Accounts, Opportunities and Cases records linked to emails. You can embed your CRM in MS Outlook, viewing Creatio information while you review or send emails.
Organize your history records, access the 360 view of your contacts, update opportunities or Service Cases or open the record in Creatio with just one Click.
With Outlook Add-on, you will improve your interactions with customers and prospects, increase your productivity, and get better results with less effort.
Synchronize 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 droping the email signature.
You and your team will access valuable information from your CRM, according to your role, facilitating the adoption of current and new users.
Work smarter from your email app!