Outlook Integration with CRM Software
CRM Outlook Email Integration
CRM Software Outlook Integration
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, reply to customer emails with standard email replies, and also perform an Email Merge.
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. Emails copied from Outlook or Sent from within Amphis Customer are stored in the Customer History for that Customer and you can view Outlook customer emails from within Amphis Customer 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 and Appointments
You can create Tasks and Appointments within Amphis Customer CRM Software, linked to Outlook, and optionally linked to a customer record. Appointments and Tasks can also be linked to a Job and they can be assigned to one or more people in your organization. You can view Tasks or Appointments for all people or for a selected person on the Appointments View and on the Tasks form.
Tasks and Appointments can be linked to Outlook and to Outlook Reminders so that you automatically receive a reminder to perform the task or attend the Appointment.
Callback Reminders
You can create Reminders such as Callback Reminders so you are automatically reminded who to call and when.
More Information
We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?
Download CRM Software Free 60 Day Trial
