ClientLogix

ClientLogix

UNAPEN
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+

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About

One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals.

About

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of an CRM solution

Audience

Professionals, teams, and individuals who need a secure, AI-powered platform to manage emails, calendars, and tasks across devices while staying organized and connected

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.7 / 5
support 4.4 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UNAPEN
Founded: 1991
United States
unapen.com

Company Information

Microsoft
Founded: 1975
United States
www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook

Alternatives

Heads-up

Heads-up

WattsNet

Alternatives

Proton Mail

Proton Mail

Proton AG
DejaOffice CRM

DejaOffice CRM

CompanionLink Software
BlackBerry Hub+

BlackBerry Hub+

BlackBerry

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Email Management Features

Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Integrations

Assembly Neos
CHIROPIPE
CorpSync
Easy Mail Merge
Exercise.com
GoodTime
GovSense
OpenText eDOCS
PLANTA Project
Revo
Rube
ShareKnowledge for SharePoint
SmartSimple Cloud
SocialCrowd
TS Monitor
Tallyfy
Thinscale
Webmecanik
WinMagic MagicEndpoint
smartQ

Integrations

Assembly Neos
CHIROPIPE
CorpSync
Easy Mail Merge
Exercise.com
GoodTime
GovSense
OpenText eDOCS
PLANTA Project
Revo
Rube
ShareKnowledge for SharePoint
SmartSimple Cloud
SocialCrowd
TS Monitor
Tallyfy
Thinscale
Webmecanik
WinMagic MagicEndpoint
smartQ
Claim ClientLogix and update features and information
Claim ClientLogix and update features and information
Claim Microsoft Outlook and update features and information
Claim Microsoft Outlook and update features and information