Outlook Addin: Saving emails to the CRM

The ClientManager for Outlook addin allows you to save emails to the CRM, directly from Outlook. You can simply install the addin, choose an email in your Outlook client, and click "Save email to CRM". The addin also allows creating tasks directly from email interactions.

Installing the Addin

The ClientManager for Outlook addin is available directly from the Official Microsoft Store. You can simply search for the addin and click "Get it now" on its official store page.

You can find the Microsoft AppSource page here: https://appsource.microsoft.com/en-us/product/office/wa200005225?tab=overview

Setting up the Addin

Once the addin is installed, a "ClientManager CRM" button will appear in your top task bar (it may display differently on different versions of Outlook). To log into your CRM account with the addin, simply click "Save email to CRM" on any email.

You'll need to log in with your ClientManager CRM username and password. Once logged in the addin will remember your details.

Saving emails to the CRM

Email in any folder (inbox, drafts, sent items, etc.) can be synchronised with the CRM by using the addin. Simply select the email you'd like to upload to the CRM and click "ClientManager CRM" -> "Save email to CRM".

A side-panel will appear where you can add details about the interaction. You can search for a client profile to link the interaction to by typing in the "Link a client" field. The autocomplete should filter from your existing clients, allowing you to choose the appropriate profile.

"Interaction title" allows you to add a label for the email, making it easy to find in the client's interaction log.

To save the interaction, simply click "Save to CRM".

Creating tasks from the Addin

If you'd like to create a task associated with an email, follow the steps above to save the email to the CRM. Before clicking "Save to CRM", be sure to mark the checkbox titled "Create Task".

The task will be created for your own account with today as the due date.