INTEGRATIONS

CRM WITH MICROSOFT OUTLOOK ADD-IN

Manage your entire business straight from within your Outlook inbox

The WORK[etc] CRM for Outlook add-in allows you to:

  • Turn any email into an actionable item and attach it to any WORK[etc] object — from contacts and sales leads to project updates, tasks, and support tickets.
  • Convert an email into a new lead and automatically create a new contact entry without leaving your Outlook inbox
  • Cut through unimportant noise and sync only the emails that matter.
START YOUR FREE TRIAL
Create New Sales LeadsAttach Customer NotesCreate TasksAssign Support TicketsCreate New ProjectsCreate Timesheetsoutlook

200 plus 5–star reviews cannot be wrong

A Complete Solution

We tested dozens of CRM’s and this one stood out like a diamond.

Robbie Crenshaw

Virtual Resort Manager

Awesome all in one CRM for SME

It’s an easy to use, cloud based system that allows us to run project management integrated with a sales pipeline and a range of other key contact marketing activities.

Stan Zaslavsky

Eagle Vision Property

Slick CRM with project management, central email, document handling and more

WORK[etc] was the solution we were looking for but didn’t know existed.

James Hartley

English Garden Group

All-in-one Collaboration

Having everyone use the same platform brings clarity and openness to the company’s projects, sales process, etc.

Thomas Lawler

Proficient Health

  1. step

    1

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  2. step

    2

    Invite Your Team

    Activate your trial account and one-click invitations for your team.

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  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

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