Get all the benefits of Aptean CRM Software by WorkWise while still using the email program you know and love. Our seamless CRM Software Outlook integration connects your preferred email client to your CRM database so you can manage all your emails and contacts in one place.
From within your Outlook, you can create or open an Aptean CRM activity, access your CRM address book, export contacts to Aptean CRM, sync your schedule, archive emails and more. You can also send emails directly from Aptean CRM, including group emails using the mass assign function.
Integration between Aptean CRM and Outlook is bi-directional, so all contacts, emails and activities created in one program are shared with the other.
So say goodbye to time-consuming double data entry. If you add a contact or send an email in one program, it’s automatically stored in the other.
Aptean CRM stores all sent and received emails, so accessing them is simple and communication history can be shared with others in your company.
Our powerful Outlook CRM integration makes keeping track of emails easier than ever. Aptean CRM automatically stores all sent and received emails under each contact, so communication history is centralized and available to others within your organization. No need to dig through your email folders to share an email – everything is available and visible in real-time.
We understand change can be difficult and adopting a new technology is no exception. Aptean CRM for Outlook provides a painless solution to make change easier on your staff. Your sales professionals can continue to use the email program they’re comfortable with while you can concentrate on improving efficiency and boosting your collaboration efforts.
Our email integration is bi-directional. You can create contacts and send emails directly from either Outlook or Aptean CRM, so there’s no need to switch between programs. All contacts, emails and activities you create in one program are automatically synced with the other.
Want to send an HTML email to a large group of contacts? Our integration allows you to send a beautifully designed email to a group using our mass assign function, while managing responses seamlessly between both applications. Emails can be quickly crafted using our intuitive email designer, which allows you to build professional, eye-catching emails without having to know HTML.
No confusing à la carte pricing or add-ons here. Simply choose between our Sales or Enterprise packages and our award-winning CRM software comes complete with everything you need. Plus unlimited phone, email and chat support. Absolutely no hidden fees or extra charges.