Affichage des articles dont le libellé est Outlook. Afficher tous les articles
Affichage des articles dont le libellé est Outlook. Afficher tous les articles

lundi 30 avril 2018

Does Simple CRM integrate with Outlook?

The Simple CRM calendar can be displayed in Outlook.

You can synchronize contacts from Simple CRM to Outlook (or if necessary set up full synchronization).

You can forward important emails from Outlook to Simple CRM.

Simple CRM to write emails based on templates directly in Outlook.

Is it possible to synchronize Simple CRM contacts with Outlook?

Yes it is possible.

For practical application, see explanation on: http://www.simple-crm.online/search/label/Outlook

Is it possible to synchronize the Simple CRM calendar with the Outlook calendar?

Yes this function exists and is very appreciated, since your phone/tablet rings to remind you of your
appointments.

In addition, the Simple CRM calendar automatically adds a series of very practical information to the
calendars of your phones/tablets: Location of the appointment (with interactive link to Google Maps),
Company name, First and last name of the contact person, Telephone details (a click allows you to
launch the call from your mobile phone), Email details (a click allows you to write an e-mail), A link
to the Simple CRM appointment form in order to be able to edit the Interaction directly (as for
example to add comments after the appointment).

For practical application, see explanation on: http://www.simple-crm.online/2018/04/how-to-synchronize-outlook-with-simple.html

I want to continue entering my appointments in Google Calendar / Outlook / Mac Calendar, can I do it?

No, you can't do that.

Simple CRM must be the master system; it will feed your old calendar system. Your old calendar
system can therefore only be used to display Simple CRM calendars and to ring to remind you of
your appointments.

The reason for this restriction is that your old calendar is limited. For example, you will just encode
that you have an appointment with Mr. Martin at 10am.

In Simple CRM, the appointment will be linked to Mr Martin's file as well as to the company for
which he works, you will find in the Simple CRM calendar the budget, documents, relationship
history, etc..

Simple CRM therefore offers much richer features not present in your old calendar system.

Finally, I would like to mention that the Simple CRM calendar has everything to please since it
allows synchronization with your mobile phone and your tablet, Outlook / Thunderbird / Sunbird /
Google Calendar / Mac Calendar synchronization, multiview display, multi-users, creation of tasks
for your colleagues, etc..

In short, done as many users have done before you, fully trust our calendar system and you will see
that you will not regret your old system