Saleswah Lite CRM 2.8.0
aleswah Lite CRM Add-in to Outlook is designed to track your sales opportunities from the familiar environment of MS-Outlook. The Personal CRM Add-In to Outlook installs as a menu inside your MS-Outlook.
Outlook versions 2010, 2013 and 2016 are supported.
Current version capabilities: (of Saleswah Lite CRM Add-in to MS-Outlook)
1.Contact Management: pull Outlook contacts into Saleswah and manage them in the CRM
2. Activity management:
- Pull all the appointments and tasks in Saleswah CRM into Outlook
- Log follow up tasks and updates. Have them synced back to Saleswah in the cloud.
- Synchronize the tasks with native Outlook calendar and follow up.
Work in tandem with your online account with Saleswah CRM. You get further:
1. Sync your contacts with Saleswah CRM- bi-directionally.
2. Sync your tasks with Saleswah CRM; bi-directionally.
3. Get access to all the advanced features like quotes, invoices, proposals, campaigns that are available in Saleswah CRM.
4. Collaborate in a large team.
Requirements
Changes: 2.8.0
Register with Saleswah CRM and get collaboration, reports and other advanced features.