Outlook Integration with CRM Software

You can simply drag and drop a customer email into Amphis Customer CRM Invoicing Software from Microsoft Outlook and the matching customer record is displayed with the email added to the customer history, or a new customer record is created if the customer is a new customer.

Amphis Customer CRM Invoicing Software makes it easy to send standard customer emails at the click of a button and reply to customer emails with standard email replies.

The link below shows a short CRM training video on dragging and dropping emails from Outlook into Amphis Customer CRM Invoicing Software, creating/viewing the corresponding customer record, replying to a customer email with a standard email reply from an email template, and viewing the customer history.

View CRM Outlook email integration training video   

Or you can download it as a .zip file

Download CRM Outlook email integration training video   

CRM Outlook Email Templates

Email Templates can be created in order to send standard customer emails and standard email replies including attachments eg a price list.

The customer emails are sent within Amphis Customer CRM Invoicing Software and also automatically added to Outlook. You can view Outlook customer emails from within Amphis Customer CRM Invoicing Software and reply to them at a click of a button.

You can choose an email template to use or simply write an email from scratch. The email address is automatically filled in for you. The built-in basic template also fills in the customer name for you.

The link below shows a short Training video on CRM Outlook email templates and sending standard emails.

View CRM Outlook standard email training video   

Or you can download it as a .zip file

Download CRM Outlook training video   

CRM Outlook Tasks, Appointments and Reminders

You can create Outlook Tasks and Appointments within Amphis Customer CRM Software and link them to a customer record.

You can also create Reminders and link them to Outlook so that you automatically receive an Outlook reminder to perform a customer task or an Outlook reminder for a customer appointment.