Many CRM vendors claim that they are providing Microsoft® Outlook® integration with their CRM solution but customers have to bear the additional charges. Most of the open source CRM projects are not exceptional to this trend. They provide CRM software as free and open source but when it comes to Microsoft® Outlook® integration, it is closed source. Realizing this fact, vtiger CRM team released vtiger Outlook Plug-in for Microsoft® Outlook®
Main Features:
- Synchronize contacts between Microsoft® Outlook® and vtiger CRM
- Add customer-related incoming and outgoing E-mail messages from Microsoft® Outlook® to contacts in vtiger CRM
- Filter E-mails in Microsoft® Outlook® and add only necessary e-mails to vtiger CRM
- Synchronize customer-related tasks between Microsoft® Outlook® and vtiger CRM
- Synchronize customer-related calendar (calls and meetings) between Microsoft® Outlook® and vtiger CRM
- Resolve conflicts if there are any mismatch between Microsoft® Outlook® and vtiger CRM data (contacts, tasks, and calendar)
Eliminate duplicate e-mails, contacts, appointments, and tasks from Outlook.
Read e-mails, consult calendar, see contacts, read notes, retrieves information.
Interface between telephone exchanges and Microsoft Lync or Dynamics CRM.
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