DragDrop

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.

harmon.ie saves the emails that matter from Outlook to SharePoint, Teams, and OneDrive, where your whole team can find them. - Drag an email to its SharePoint or Teams folder, or save it as you send it with Save & Send. - Set automation rules, and harmon.ie keeps saving emails to the right place, automatically, so compliance no longer depends on someone remembering to save. - The sender, recipients, subject, and date are saved as SharePoint columns automatically. - Shared categories show everyone on an email that it's already saved. - Attach files, send secure links, and find content by searching or asking Microsoft 365 Copilot, in Outlook or the Desktop app. Your data stays in your Microsoft 365 tenant. ISO 27001 certified. Deploys centrally. Works in Outlook for Windows, Mac, and the web. SharePoint on-premises through harmon.ie Classic. Trusted by 1,600+ organizations worldwide, with deployments reaching hundreds of thousands of users.