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Connect Outlook with your ERP

Consolidating your customer interactions in one place and in no time.

No constant switching

CRM for Outlook merges with SAP Business One, allowing task management directly in Outlook, with quick access to essential tools and data.

Enhance team work

Boost teamwork with features like email tracking and calendar synchronization, ensuring effective communication and updated workflows.

Manage data easily

With powerful data management tools, customizable reports, and real-time access to SAP data, you can access all critical information effortlessly.

Customized flexibly

With a user-friendly interface, CRM for Outlook supports various working styles through mobile access and customizable tabs, accommodating your needs.

  • It is a solution that helps organizations with SAP Business One find and nurture quality connections with customers and prospects while mitigating risks associated with multi-threaded communication in real-time. Save time by consolidating your customer interactions in one place. You don’t need to learn new ways of working or change tools and processes to be 5x more productive. And if you’re work is done on a hybrid model or remotely, check how this tool can particularly help your team.
  • CRM for Outlook is a real-time Customer Relationship Management system that brings together all your customer interactions in one place. By adding this CRM plugin to Outlook, you can interact with customers and prospects faster, more effectively, and easier than any other way of working. You will feel the difference immediately! 

    Manage your activities: Follow up on sales opportunities, never letting your leads get cold; schedule demos and meetings; ensure you receive responses to your sales initiations and even automatically attach documents to your activity when receiving mail from your customers. CRM for Outlook allows you to manage your activities related to specific prospects. 

    Improve your CRM Capabilities: CRM software integration makes your leads and customers happier by improving your CRM capabilities. It will streamline communications with customers and prospects through a single user interface so that you can deal more effectively with all of your tasks. Your sales team can manage and see all relevant documents for their customers in Outlook. 

    Check what companies using CRMFO and other Boyum horizontal solutions have to say about them.

Today’s business decisions are no longer made by looking at spreadsheets and reporting tools and what your sales team learns from email conversations with customers. CRM for Outlook is helping you make better decisions because you have all the relevant information in one place. See the most important indicators of sales activity, so you can analyze — and act on — what matters most in real-time. 

KPI’s and Charts: Keep track of your progress with out-of-the-box sales widgets that give you an instant overview of your essential business information and customer interaction history. What’s more, deliver improved KPIs using built-in charts that allow you to quickly analyze the data and make better decisions about managing your sales efforts. 

Email tracking: Ensure important emails are linked to SAP Business One records for your team to access all communications’ history easily. Now you can give your customers all the attention they deserve and convert them to paying clients. 

SAP context-sensitive tab & MyDATA tab: With CRM for Outlook, you pick and choose the functionality that suits each user’s requirements. You can create custom views that highlight high-priority items by accessing all relevant information about your contacts in one place. Quickly manage your activities, documents & reports from your MyDATA tab. 

Mailchimp & Google Maps Integration: CRM for Outlook allows you to add the emails of your leads and customers to Microsoft Outlook and connect it with the Mailchimp email marketing tool and easily lookup your contacts addresses in Google Maps.

Close more deals in less time: Increase your sales productivity by providing high-quality service to your customers. Staying on top of your sales efforts has never been easier. With CRM for outlook integration, you will easily find and nurture quality connections with customers and prospects. Stay on top of interactions in real-time, so you can follow up faster and close more deals in less time.

To work much faster and more productively 

CRM for Outlook is a powerful yet easy-to-use Customer Relationship Management tool that will help you boost productivity across the whole organization. Rather than a traditional CRM system where you must learn a new way of working and change how you work, CRM for Outlook is all built into your existing communication methods. 

Work proactively by always knowing what to do next. Use the simple CRM for Outlook integration to manage your workflow and take action on the most critical tasks first. The to-do list also allows you to assign and track tasks and easily see what tasks passed their due dates. 

And work on the go, whenever you want. With CRM for Outlook, you can stay in touch wherever you are. Access all activity from a single screen without having to change apps or workflows. That means you spend less time working and more on the things that matter. 

Feel free to download a 20-days free trial version, without any obligations.

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