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 2013 and 2016 are supported.
Current version capabilities: (of Saleswah Lite CRM Add-in to MS-Outlook) 1.Contact Management: pull Outlook contacts into Saleswah and manage them in the CRM 2. Activity management: - Pull all the appointments and tasks in Saleswah CRM into Outlook - Log follow up tasks and updates. Have them synced back to Saleswah in the cloud. - Synchronize the tasks with native Outlook calendar and follow up. Work in tandem with your online account with Saleswah CRM. You get further: 1. Sync your contacts with Saleswah CRM- bi-directionally. 2. Sync your tasks with Saleswah CRM; bi-directionally. 3. Get access to all the advanced features like quotes, invoices, proposals, campaigns that are available in Saleswah CRM. 4. Collaborate in a large team.
Contact Management, Tasks Management and Appointments management with full sync with Saleswah CRM online. Manage updates in one click. Register with Saleswah CRM and get collaboration, reports and other advanced features.
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