Saleswah Lite CRM Add-in to Outlook is designed to track your sales opportunities from the familiar environment of MS-Outlook. The Personal CRM Add-In to Outlook installs as a menu inside your MS-Outlook. Outlook versions 2007 to 2013 are supported. The Saleswah Lite helps you track the progress of all your sales opportunities. You can log their status, forecast the value, chance and time-frame of win and see them either as a list or individually. Current version capabilities: (of Saleswah Lite CRM Add-in to MS-Outlook) 1.Contact Management: using native Outlook features + ability to categorize your business contacts in Outlook as Saleswah 2.Opportunity Management: - Create opportunities in one click; log and track stages of the opportunity. - Tag more than one contact to the same opportunity. - Log follow up tasks to each contact in an opportunity record. - Synchronize the tasks with native Outlook calendar and follow up. Optionally, if you register online and work in tandem with your online account with Saleswah CRM, you get further: 1. Sync your contacts and accounts (companies) with Saleswah CRM- bi-directionally. 2. Sync your opportunities with Saleswah CRM, bi-directionally 3. Sync your tasks (related to sales opportunities) with Saleswah CRM; bi-directionally. 4. Get access to all the advanced features like quotes, invoices, proposals, campaigns that are available in Saleswah CRM. 5. Collaborate in a large team.
Must have Outlook 2007, 2010 or 2013 pre-installed.
Account Management, Contact Management Deal Management and Enhanced Tasks Management with full sync with Saleswah CRM online. Ability to leverage native Outlook functionality. Manage updates in one click. Register with Saleswah CRM and get collaboration,
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