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What is SalesOutlook CRM?

SalesOutlook's Outlook CRM seamlessly integrates with Microsoft Outlook, delivering a robust solution for customer relationship management (CRM) alongside an efficient email marketing platform. All customer information is effortlessly synchronized with our Outlook-centric CRM, eliminating the need for a separate MS SQL server database, as all data is securely stored within the respective contact profiles. The SalesOutlook CRM leverages Microsoft Outlook for organizing and preserving all files and email exchanges, ensuring that users have everything they need in one place. With its user-friendly design, SalesOutlook Outlook CRM provides numerous features that enhance the overall experience for users. You can easily drag and drop contacts into various lead categories, such as "Opportunity" or "Customer Inquiry," directly from your email interface. By right-clicking on a customer's name, users can quickly access their contact details, making navigation straightforward and efficient. Our specialized Outlook CRM is designed to optimize user productivity by utilizing a communication medium that is widely adopted, ensuring that managing customer relationships is both effective and convenient.

What is MacroView DMF?

MacroView DMF seamlessly connects both SharePoint Online and On-Premises environments with the Microsoft Office suite, which includes applications like Word, Outlook, Excel, PowerPoint, and both Adobe Reader and Acrobat, thereby delivering a comprehensive solution for document and email management. This integration simplifies the process of saving files and emails while significantly enhancing the speed at which users can search for and locate their documents. With customizable options tailored to individual requirements, it features an intuitive tree-view navigation system paired with familiar right-click functionality. DMF empowers users to directly save content from Outlook, Word, Excel, and PowerPoint to any designated SharePoint location and provides drag-and-drop capabilities for emails and attachments, complete with automatic metadata capture like sender details and timestamps. Additionally, users can upload files from Windows while retaining important metadata, including creation dates and the original author's information. The platform also includes advanced rules that allow for the automatic organization of both incoming and outgoing emails, streamlining the management of communications. Overall, MacroView DMF enhances productivity by ensuring that document and email management processes are both efficient and user-friendly.

Media

Media

Integrations Supported

Constant Contact
LinkedIn
NetSuite CRM
Splunk User Behavior Analytics

Integrations Supported

Constant Contact
LinkedIn
NetSuite CRM
Splunk User Behavior Analytics

API Availability

Has API

API Availability

Has API

Pricing Information

$25.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SalesOutlook, Inc

Company Location

United States

Company Website

www.salesoutlook.com

Company Facts

Organization Name

MacroView

Date Founded

1994

Company Location

Australia

Company Website

macroview365.com/document-management-sharepoint-office365/

Categories and Features

CRM

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

Categories and Features

Document Management

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

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