Automate activities and deliver an enhanced customer experience.

The add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts and employees in CRM and then allows 1-click access to an existing contact. Create new leads, contacts, opportunities or cases right from the Inbox.

Marketing automation tools help you manage leads, improve conversions, measure campaign performance, communicate with contacts and link campaigns to profitability.

Service management tools reduce response times and improve customer satisfaction. Anticipate customer problems before they occur. Identify upsell opportunities. Automate reminders for callbacks, follow-ups and requests.

Customer Management provides a consolidated view of all customer records in a single database. Access to all written quotes, invoices and support cases gives every member of your team a 360-degree view of customer interactions and records.

Give customers access to the information they need about all their interactions with your company and enable customer activities online.

Reduce sales cycles while improving close rates. Sales automation and workflows streamline lead assignment and sales processes.