Outlook Sync

Outlook sync makes your inbox smarter. When clients or leads email you, or you email them, Tall Emu’s Inbox Insights displays crucial information right there in your outlook.

  • Save time by synchronising data between your CRM, accounting software and Outlook to automatically keep your records updated.
  • Centralise email conversation that would otherwise be lost.
  • Sync calendar and contacts for better business organisation.
  • View key customer data within your Inbox to communicate more meaningfully.
  • Easy support ticket and opportunity creation for prompt customer service and sales.

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Everything You Need at a Glance

With Inbox Insights, sales, activity, support ticket and summary information is made available conveniently within Outlook. Know everything you need to know at a glance. Provide the highest calibre customer service, boost efficiency and sell more by effortlessly nurturing strong customer relationships.

  • View personal and company details instantly.
  • See sales summaries, open invoices, invoice due dates, sales history and more.
  • View support tickets – open and closed – or lodge new support tickets.
  • Create opportunities from email to speed up opportunity management.
  • See business wide activities associated with a particular client.

 

Boost Efficiency and Organisation

With our Outlook sync you can share your Outlook calendar and contacts with CRM to merge tasks, activities, contact information and to-do’s into one, central, accessible location.

  • Never forget another opportunity or support request again with all the tools you need in one centralised location.
  • Sync calendar and contacts to keep you systems updated and stay on top of business activity.
  • Save time by creating records from within your Inbox and automatically syncing them back to CRM.
  • No more jumping between screens or scribbling notes to remember key details.

Get Help

A little stuck or want to learn more? Visit our help file below.

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