Good to know Zoho integrates with Outlook, even on Macs.Īfter looking at a number of solutions, we found eway-crm. It’s true Zoho didn’t make the list, but it’s mainly because we’ve discussed Zoho in other posts, and I also wanted to take into account the length of the piece. You can also resolve conflicts while synchronizing contacts, calendar and tasks with Zoho CRM so that there is no duplication of customer data. You can now synchronize contacts, calendar events and tasks from Microsoft Outlook to Zoho CRM, associate Microsoft Outlook inbound and outbound emails with Potentials in Zoho CRM. Zoho CRM Plug-in for Microsoft Outlook has now been extended to Mac users as well. It can be added to your integration, allowing you to choose the email features you want. Recipes are designated actions that meet certain criteria, such as reaching a specific project stage. Outlook can send notifications based on workflow changes and scheduling actions in, streamlining your email communications and keeping your team organized and updated.
offers workflow management and automation features and allows users to distribute tasks throughout the team, and integrating with Outlook’s email features will give businesses additional team management benefits.Īlthough Outlook should integrate with CRM platforms to allow you to build your customer relationships through email, you should also consider linking it to a project management tool. is not a CRM - it’s a versatile project management tool that integrates with Outlook to send emails upon different project phases or task completions.
So which CRMs integrate with Outlook? In this article we outline five leading solutions – or to see personalized CRM recommendations for your business needs, click the image below to get started.īy clicking the button above, I confirm that I have read and agree to the Terms of Use and Privacy Policy.Īn alternative solution is to consider ’s Outlook integration.
#Best crm for mac outlook software#
That way, your sales team can keep using the software that they know and love while improving their organization and collaborative capabilities. You can make it easier by implementing a CRM for Outlook. As your business grows however, so will your leads, and you’ll need to consider an actual customer relationship management platform.Īdopting new technology is always difficult. That’s why over 400 million people use it.
We’ve already established it’s great for emails. How many phone calls are your sales reps making? How often do they follow up with customers? Is their close percentage solid?īut this article isn’t about Outlook’s flaws. Outlook also doesn’t offer any type of reporting function. If you can’t attach documents and record client interaction history, then you’re going to have a bad time tracking the position of prospects in your sales pipeline. It may be able to send the material, but any type of storage will need to take place outside of the program, unless you want to sift through the entire email chain every time you need to reference a file. To begin, Outlook doesn’t make sharing and tracking documents easier. Don’t promote Outlook to this position it doesn’t have the qualities you should be looking for in a CRM. They likely have it open all day, and for an email client, it offers a nice deal of functionality.īut don’t be fooled by Outlook’s useful features: the program – and any email client for that matter – is a poor choice for truly managing customer relationships. It’s easy to see why your sales representatives want to make Outlook their hub for managing customer relationships.
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