Track Activities - Track and log all points of customer interaction such as sales calls, emails, meetings and other calendar entries. Account / Contact Management - Capture and share client and contact information. Opportunity / Pipeline Management - Analyze sales trends, project revenue over any period of time, and better manage the entire sales cycle. Lead Management - Create and track leads Create rules for which calendar items get synchronized (coming soon) Automatically links calendar items with CRM Contacts or Leads Automatically synchronize calendar items from Outlook to iCRM View and dial numbers on your mobile phone using details from iCRM Create rules for which emails get automatically synchronized Optionally automatically copy emails and attachments to iCRM Reply or Compose messages using email templates (even on Mobile)
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View, create and edit accounts, contacts, leads, opportunities, cases and more from Gmail Automatically associates emails to a contact or lead
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Provides a 360-degree view of CRM information from Your Inbox This flexible and easy to use tool can be deployed with virtually nothing to install. I CRM for Outlook is a cloud-based CRM that displays inside of Outlook inbox on in any browser and on MOBILE VIA the Outlook Mobile App.