SmartWe

by CAS Software AGMicrosoft 365Price not published

Connects SmartWe CRM with Outlook to access contact data, archive emails and attachments, and transfer calendar appointments.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
SmartWe — screenshot from the Microsoft Marketplace listing

What it does

Connects SmartWe CRM with Microsoft Outlook. It provides access to SmartWe address data and contact dossiers from Outlook. Emails and attachments can be archived from the mailbox, and records can be created from email addresses. Outlook calendar appointments can be transferred to CAS genesisWorld, and emails can also be archived from the Outlook mobile app.

Key capabilities

from the Microsoft Marketplace listing

Email archiving

Archives sent and received emails from Outlook, including while sending with Send & Archive.

Attachment archiving

Archives email attachments as separate documents.

Record creation

Creates SmartWe contacts and other data records from Outlook.

Contact data access

Displays SmartWe contact data and dossiers for email senders.

Recipient selection

Copies recipients from SmartWe when composing an email.

Appointment transfer

Transfers Outlook calendar appointments to CAS genesisWorld.

Archive status

Shows whether an email has already been archived and opens the archived email directly.

Use cases

  • Reviewing a sender's SmartWe dossier while reading an email.
  • Filtering dossier objects and switching between contact dossiers in Outlook.
  • Archiving messages and attachments from the Outlook mobile app.

How it compares

SmartWe, Zoho CRM Connector, Pipedrive for Outlook by Baymats, C2CRM, and Actions with Saleswah CRM all list cloud deployment and an unknown price type. SmartWe was updated on Feb 2026, compared with Apr 2025 for Zoho CRM Connector, Sep 2024 for Pipedrive for Outlook by Baymats, and Apr 2022 for C2CRM and Actions with Saleswah CRM. CRM Software lists cloud deployment and a freemium price type and was updated on Aug 2026.

NamePricingDeploymentUpdated
SmartWethis pluginPrice not publishedCloud
Zoho CRM ConnectorPrice not publishedCloud
Pipedrive for Outlook by BaymatsPrice not publishedCloud
C2CRMPrice not publishedCloud
Actions with Saleswah CRMPrice not publishedCloud
CRM SoftwarePrice not publishedCloud

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

More from CAS Software AG

Similar plugins in Outlook · Sales

View all 129 →

What the vendor says

«The SmartWe Outlook Add-in connects the CRM software with an e-mail client of your choice, thus improving the workflow of the environment you chose. The Outlook Add-in ensures that you can access important address data from SmartWe. To use the SmartWe Outlook Add-in you require a chargeable SmartWe license from …»

Official marketplace listing

Publisher
CAS Software AG
Updated on marketplace
Facts verified

Tags

xrmcrmcassmartdesign