The best Outlook integration for Sage CRM! Store emails against companies, contacts, sales opportunities and cases, including attachments, and log call details quickly and easily, all from within Outlook.
Update CRM Data in Outlook
Convert emails to Companies, Contacts, Sales and Cases. File emails, attachments and log call information. Get the best Outlook to Sage CRM integration for any CRM system.
File Emails and Documents
File full emails with attachments so everyone can see the full context (including images). The system is also smart enough to know to exclude small images like social media icons.
CRM Email Templates
Use Sage CRM Email Templates to standardise the voice of your business and provide a consistent experience for your customers. Processes can be more easily followed and implemented.
Save time whilst driving CRM use across your team
Convert emails to Companies, Contacts, Sales and Cases, and file incoming and outgoing emails, with attachments, in Sage CRM quickly and easily without leaving Outlook (where most of us spend most of our day!). You can also log call information directly from within Outlook to the Sage CRM Opportunity or Case, saving time locating it in CRM. With Accelerator you get the best Outlook to Sage CRM integration for any CRM system. Right from the start you see value being added to your business.
Use Email and shared documents to allow your staff to provide a consistent customer experience. CRM’s shared documents allow you to have a central repository of documents that can be attached right from within Outlook. Using CRM’s email templates from Outlook allows you to define a consistent company voice and standardise responses to customer queries and issues.
Mail merge any entity to Word, PDF and Email. Accelerators Word Mail merge tool brings you the power to create templates yourself and to provide a standard process for producing customer documents.