PerfectView CRM Integrations

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers. Mailchimp Transactional adds API-first email and SMS delivery with 99.99% uptime and sub-second speed.

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.

Gmail is an AI-powered email platform designed to help individuals and businesses communicate securely, efficiently, and professionally. The platform includes intelligent features such as Gemini AI assistance, Smart Compose, Smart Reply, and automated Nudges that help users draft messages, respond faster, and stay organized. Gmail integrates seamlessly with Google Workspace applications including Google Meet, Calendar, Chat, and Tasks, allowing users to manage communication and collaboration from one centralized interface. Businesses can create custom email addresses using their own domain names, helping organizations establish a more professional and trustworthy brand presence. The platform is backed by enterprise-grade security with advanced spam filtering, phishing protection, malware detection, encryption, and compliance-focused infrastructure. Accessible across desktops, smartphones, tablets, and smartwatches, Gmail helps users stay connected and productive from anywhere.

Hosted VoIP solution with a European focus and a local presence in over a 165 countries. As all our solutions are based on Premium Plus we give you the highest possible quality for the lowest price. All carry all types of numbers, from Geographic to National, TollFree and UIFN, Mobile VoIP, Elastic Pool solutions and much more. We also have our own Roaming products (physical and SIM solutions) too.

Full insight into your business with Exact Online. Exact Online gives you everything you need in a single integrated online package. In addition to accounting and CRM, we provide specific solutions for your industry. Around 500,000 entrepreneurs are already making their aspirations a reality with Exact Online. Exact Online covers both accounting and CRM, providing firm foundations on which to build a strong company. We also have integrated packages for business owners in the manufacturing, wholesale and professional services industries. Everything automated in a single flexible subscription. Improve your results thanks to 24/7 insight into all figures and data. Work online together to achieve the best results. Maximum security for your data at all times. All of our products include accounting & CRM features. Don't know which product you need? Our decision aid is designed to help you determine which product will meet your needs and best suit your company in just a few clicks.

Our cloud-based hosted phone system is simple and flexible with powerful call-management features. Start a free 14-day trial today. No obligation with monthly rolling contracts. Future-proof your business. Technology has exceptionally simplified the way businesses are managed and run today. As we speak, businesses across the globe are data-driven. Most organizations can now come up with useful and effective strategies just by analyzing data on their relationship and interactions with potential and current customers. This is all possible thanks to Customer Relationship Management (CRM) tools. Manage your desk phone from anywhere remotely, be it function keys, speed dial, directory, busy lamps, etc. The best VoIP UK provider, provides you with a complete mobile device management suite, solving urgent and complex business tasks when you are away from the office. Xinix offers a comprehensive suite of unified communications (UC) services.

Easily enrich customer profiles with all the data available in a central, layered database. Design powerful email templates and incorporate dynamic content using our Drag-and-drop or HTML Editor. Set triggers and follow-up actions to build fully automated email campaigns based on data and behavior. We'll provide you with analyses, training and advice to ensure your emails are successfully delivered to the inbox. During the start-up phase, you'll be assigned a dedicated expert to help you get started straight away.