Claritysoft for Outlook

by ClaritysoftMicrosoft 365Price not published

Creates Claritysoft CRM records and activities from Outlook email recipients.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Claritysoft for Outlook — cover image

What it does

Connects Outlook with Claritysoft Live CRM using Claritysoft CRM credentials. It creates accounts, contacts, and leads from email recipients, and creates activities under existing or new CRM records.

Key capabilities

from the Microsoft Marketplace listing

CRM credential login

The add-in uses Claritysoft CRM credentials to connect with Claritysoft Live CRM.

Record creation

It creates accounts, contacts, and leads from email recipients.

Activity creation

It creates activities under accounts, contacts, leads, opportunities, and projects.

Auto-detected records

It creates activities under contacts, leads, opportunities, and projects identified from existing email-recipient records.

In the catalog

129 plugins in Outlook · Sales

Price distribution: 3 free, 3 freemium, 16 paid, 107 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Outlook
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«Using Claritysoft for Outlook stay Connected with Claritysoft Live CRM. - Login with Claritysoft CRM credentials. - Can Crate new 'Account', 'Contact', 'Lead' from email recipients - Can create new 'Activity' under new or existing 'Account', 'Contact', 'Lead', 'Opportunity' or 'Project'. - Can create new 'Activity' …»

Official marketplace listing

Publisher
Claritysoft
Updated on marketplace
Facts verified