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