Outlook and Tall Emu CRM
Outlook Syncing with Tall Emu CRM’s Inbox 360
Inbox 360 makes your Outlook inbox smarter. When clients or leads email you, or you email them, Tall Emu’s Inbox 360 Outlook displays critical information at a glance, right there in your outlook.
Synchronize and sharing data between your CRM, accounting software (like MYOB, Reckon, Quickbooks etc) and your MS Outlook is completely automatic, amazingly useful, and beautiful to use.
With our Inbox 360 you can:
- Sync and share your Outlook calendar with CRM.
- Easily import email from Outlook
- Create Opportunities or Customer Support requests directly from your inbox
- Sync contacts between CRM and your Outlook making them accessible on your mobile device.
Organise yourself better
Using the Outlook Plugin, you can associate email messages with a customer – with an opportunity, a task, a project or a quote. You get a full history of yours – and others – email interactions with the client.
It’s hard to explain just how useful this actually is until you try it – it’s one of those “words don’t do it justice” things, so I am going to let the screenshots and bullet points speak for me.
There’s no need to switch between CRM, Accounting systems and Outlook to understand the status of your relationship. Inbox 360 summarises it neatly in one spot. It works in and out of your office, and if you don’t have an active internet connection it will show you the most recent data it has.
The support ticket tab is pretty straightforward – you can see at a glance all open tickets – broken down into “new”, “overdue” and “All” categories..
How useful is that?
Inbox 360 works with Tall Emu CRM and MYOB, Reckon Accounts, EXO, Infusion and Empower. Having this in your inbox is addictive and gives you instant context to that contacts relationship with you.
Q. What versions of Outlook are supported ? A. Inbox 360 works on Outlook 2007 and above.
Q. Does it work with MS Exchange? A. Yes, it does.
Q. Does the plugin work with Office 365? A. Yes, Office 365 is supported.