iGlobe Outlook Add-in for iGlobe CRM Office 365

iGlobe CRM Outlook Add-in is a free Outlook add-in for iGlobe CRM Office 365. The Add-in can only be used with a valid iGlobe CRM Office 365 license. NOTICE, this Add-in from the Store only support Outlook for Windows, MAC clients and Web mail. 

iGlobe Outlook Add-in provide you with three Add-ins

• Outlook CRM
• iGlobe Contact
• Meeting Helper

iGlobe Outlook Add-in provide you with the following key features; 1. Mails you receive and 2. Mails you send.

• For mails you Receive, iGlobe Outlook Add-in will let you, directly from Outlook;

  • Save the email in iGlobe CRM
  • Create a company and a contact in iGlobe CRM
  • Edit and update a contact and company in iGlobe CRM
  • Create a note and opportunity
  • Get an overview or the resent activities, like, e-mails, notes, meeting reports and opportunities
  • Save an email on a selected contact
  • Save the email and relate to an opportunity (SSO)

With a seamlessly integration to Office 365 Planner you will be able to create a Planner task directly from the Add-in. Assign the task to yourself or a colleague. When you create a task a link to the contact you have selected on the mail will automatically be added to the task.

• For mails you send, iGlobe outlook add-in will let you;

  • Check if the receiver exists in iGlobe CRM
  • Add recipients to your mail, both into the To or Cc Fields
  • Select if you want the mail to be saved on receivers from both the To or Cc Fields
  • Save an email on a selected contact
  • Save the email and relate to a pipeline (SSO)

The dream of one platform for your CRM where one click will do the trick is now a reality!

iGlobe CRM Outlook Add-in is a part of several Add-ins that are included with a valid iGlobe CRM Office 365 license

• iGlobe CRM for Teams
• iPlanner Pro for Outlook
• Office2SharePoint for Outlook
• MIPA for iGlobe CRM Office 365
• MIPA for Outlook
• MIPA - Your Personal Assistant (microsoft.com)
• Mobile App using Power App

Support and user guides

• Installation instruction
• Users guide
• Question and support please send us an e-mail

This Add-in is optimized to iGlobe CRM version 5.0.0.3 and above.