Entersoft CRM Outlook add-in 4.0

Entersoft CRM Outlook add-in by Entersoft

Bring your CRM into Microsoft Outlook and work smarter right from your inbox. The Entersoft CRM Outlook add-in lets sales, service, and marketing teams capture customer interactions, create and update records, and keep data consistent without switching applications.

Key features

• Save emails and attachments to related CRM records with a click
• Create or update leads, contacts, accounts, opportunities, and activities directly from Outlook
• View relevant CRM details alongside each message, such as recent interactions, open opportunities, and assigned tasks
• Add Outlook meetings and tasks to CRM and link them to the right records
• Search and open CRM records from within Outlook to get context fast
• Respect existing CRM roles and permissions for secure, governed access

Benefits

• Reduce manual data entry and keep communication history complete
• Improve CRM data quality by capturing interactions at the source
• Work faster by eliminating app switching and duplicate effort
• Give teams real-time context to personalize every customer touchpoint

Requirements

• Entersoft CRM with the Outlook add-in enabled
• Microsoft Outlook (Windows or web) with appropriate permissions
• Some capabilities may vary based on your Outlook and CRM configuration

Put your CRM where your teams already work and turn every email into actionable customer insight with the Entersoft CRM Outlook add-in.

Entersoft CRM Outlook add-in is developed by Entersoft. The most popular versions of this product among our users are: 3.8 and 4.0. The name of the program executable file is ESMainApp.exe.