MacroView DMF

MacroView DMF

MacroView
SalesOutlook CRM

SalesOutlook CRM

SalesOutlook, Inc
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About

MacroView DMF integrates SharePoint Online or On-premises with the Office suite of products (Word, Outlook, Excel, PowerPoint), Adobe Reader / Adobe Acrobat and Windows itself for a complete document and email management solution. It allows users to easily save documents and emails and search and discover files faster. It is configurable to your requirements, with intuitive tree-view navigation & convenient, familiar right-click menus. DMF enables you to: - Save directly from the Office ribbon bar in Outlook, Word, Excel & PowerPoint to any location in SharePoint. - Drag & drop to save emails &/or attachments with automatic metadata capture, for example To, From, Subject, Sent time and file properties. - Right-click in the Outlook file list to save hundreds of emails - Upload from the Windows file system whilst capturing key file property metadata such as original author and creation date. - Automatically file incoming & outgoing email using powerful rules.

About

SalesOutlook's Outlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook based CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as "Opportunity" or "Customer Inquiry" directly from the email interface. By right-clicking on a customer name, users can easily access contact information, providing instant visibility into all the necessary information related to any particular buyer. Our Outlook CRM is a specialized system that builds upon a frequently-used email medium to create a CRM that will optimize user efficiency.

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

Audience

Sales

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

$25.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MacroView
Founded: 1994
Australia
macroview365.com/document-management-sharepoint-office365/

Company Information

SalesOutlook, Inc
United States
www.salesoutlook.com

Alternatives

Alternatives

FileBoss

FileBoss

Bekker Technologies
eWay-CRM

eWay-CRM

eWay System
SPListX for SharePoint

SPListX for SharePoint

Vyapin Software Systems
OfficeCalendar

OfficeCalendar

Lookout Software
SalesOutlook CRM

SalesOutlook CRM

SalesOutlook, Inc
Charge

Charge

Charge for Outlook
DragDrop

DragDrop

HUSS

Categories

Categories

CRM

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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

Integrations

Constant Contact
LinkedIn
NetSuite CRM
Splunk User Behavior Analytics

Integrations

Constant Contact
LinkedIn
NetSuite CRM
Splunk User Behavior Analytics
Claim MacroView DMF and update features and information
Claim MacroView DMF and update features and information
Claim SalesOutlook CRM and update features and information
Claim SalesOutlook CRM and update features and information