LeadMaster CRM Outlook Sync Extension

LEADMASTER CRM SYNC EXTENSION FOR OUTLOOK – AUGUST 2018 VERSION

Compatible with: Windows 7, 8, 10 &11
Microsoft Office 2010, 2013, 2016 and Office 365 (installed version)
Both 32-bit and 64-bit versions.

In addition to the Outlook CRMTool, LeadMaster has created another Microsoft Outlook plugin to allow easy integration between Outlook email and the LeadMaster CRM. The new extension, LeadMaster’s CRM Extension for Outlook, was built with ease of use in mind and has simplified the process of exchanging data between Outlook and the LeadMaster CRM.

The LeadMaster’s CRM Extension for Outlook extends LeadMaster to the email client. It allows the user to create a new record, send email using email templates, add notes, update contact information, attach emails to contacts in the CRM and add contacts to lead nurturing.

The new tool is built into the Outlook inbox and allows users to create contacts from email messages that are directly sent to the LeadMaster system with a single click of the mouse.

Customers may also add Outlook email contacts to lead nurturing tracks, a feature that simplifies marketing automation efforts. Users may also add notes and callbacks in LeadMaster that can be seen in Outlook.

Another timesaving feature is the ability to access pre-built email marketing templates stored in the LeadMaster system from Outlook when composing an email.

Just as the tool streamlines the import of Outlook email contact information, it facilities sending CRM record updates to Outlook.

Essentially, LeadMaster customers can login to the CRM and access Outlook email information. Users can add notes and callbacks and add email contacts to drip marketing campaigns.

The updated information is reflected in the Outlook plugin, so CRM users can monitor changes to contact information straight from the Outlook inbox. What’s more, users may see CRM email history in Outlook.

Features:

1. Company / Contact Insert and Update
2. View Email History
3. Save currently opened email to the contact’s email history
4. Show a list of Lead Nurturing Tracks
5. Show list of Callbacks for the contact
6. Show list of notes for the contact
7. Ability to list all email templates in LeadMaster and make those available for sending an email via outlook
8. Use merge fields in the email templates

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