CoreGPT AI for Outlook
CoreGPT AI for Outlook drafts, replies, summarizes, and translates emails inside Microsoft Outlook using GLM and GLM.
Shhapps Ltd. Liability Co.Price not published
DealRoom
by DealRoomMicrosoft 365Price not published
Record deal emails, contacts, attachments, notes, tasks, and field changes in DealRoom through Outlook.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
The Outlook add-in links email threads to records in a DealRoom pipeline. It can bring in message content, attachments, and participant details, create contacts, add deals with AI-assisted fields, and edit existing deals. It also provides access to deal notes and tasks, with suggested field changes based on new email information. A DealRoom account is required.
Key capabilities
from the Microsoft Marketplace listingMessage recording
Adds email conversations and attached files to a selected DealRoom deal.
Participant contacts
Creates contact records from people included in email threads.
AI field entry
Uses AI assistance when populating fields for newly created deals.
Existing deal editing
Permits updates to deal records already in the pipeline.
Notes access
Supports viewing and adding notes for deals.
Task access
Supports viewing and adding tasks for deals.
Use cases
- A sourcing team can connect an Outlook conversation with the relevant deal and continue adding later messages to that record.
- Deal-related correspondence with bankers or targets can be recorded from the Outlook inbox.
Who it's for
Deal sourcing teams.
In the catalog
26 plugins in Outlook · Project Management
Price distribution: 2 paid, 24 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Outlook
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Remove the hassle of switching between your inbox and deal pipeline tracker, and keep your deals current by adding DealRoom's pipeline capabilities to the place you actually do the work. This add-in is designed to eliminate the manual work of capturing email communications with bankers and targets, tracking …»