TCG Power CRM Sales Lite
TCG Power CRM Sales Lite manages opportunities, tracks sales, and handles cases on Microsoft Dynamics 365 and Power Platform.
Technology Consulting GroupPaid
Method for Outlook
by Method CRMMicrosoft 365Price not published
Manage CRM contacts, activities, follow-ups, and opportunities inside Microsoft Outlook.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Updates CRM contacts, activities, follow-ups, and opportunities from the Outlook inbox. Creates leads and customers, updates contact information, tracks interactions, and schedules follow-ups. Syncs customer history and accounting transactions with QuickBooks in both directions and in real time. Supports custom apps and workflows that interact with Outlook and QuickBooks.
Key capabilities
from the Microsoft Marketplace listingCRM record updates
Creates leads and customers and updates contact information from the Outlook inbox.
Interaction tracking
Tracks interactions with leads and customers.
Follow-up scheduling
Schedules follow-ups with leads and customers.
QuickBooks synchronization
Synchronizes customer history and accounting transactions with QuickBooks in both directions and in real time.
Custom workflows
Builds custom apps and workflows that interact with Microsoft Outlook and QuickBooks.
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
Similar plugins in Outlook · Sales
View all 129 →Microsoft 365SA
CRM Software
Tracks companies, contacts, deals, and activities shared with your team inside Microsoft Outlook and Microsoft Teams.
SalesOutlookFreemium
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
Gainsight Assist
Gainsight Assist lets users access Gainsight email templates and log messages to the Gainsight Timeline directly from Outlook.
GainsightPrice not published
What the vendor says
«With Method’s Outlook Add-In you can update your CRM contacts, activities, follow-ups, opportunities, and more from right inside your Outlook inbox. Stop flipping between your email and your CRM! Best of all it’s FREE with your Method:CRM subscription. Method’s two-way, real-time sync with QuickBooks consolidates your …»