YetiForce Outlook Integration Panel
It’s a modern add-in for Microsoft Outlook. It allows you to load the CRM system directly in the Outlook window, where you can download and relate an e-mail to data in the system. In addition, the integration allows you to perform the same operations from the e-mail view as in the standard system, i.e.
- Add companies and contacts (Accounts, Contacts, Leads, Vendors, Partners, Competition)
- Add processes and sub-processes (Opportunities, Agreements, SLA, Campaigns, Quotes, Sales orders, Tickets, etc.)
- Add notes, events, documents
- Work directly from the e-mail client which allows you to optimize the customer service process and makes it easier to perform many activities from one place.
- Use the CRM in the Outlook window
- Add records to YetiForce CRM directly from Outlook
- Compatible with Outlook Desktop Client, Outlook Web App, Outlook for Mobile
Micro
€5
per month
Small
€12
per month
Medium
€25
per month
Large
€50
per month
Enterprise
€100
per month
NOTE: Please read the documentation for the YetiForce Outlook Integration Panel in the FAQ section at the bottom of the page
before purchasing the extension.
Everything you need to know about YetiForce Outlook Integration Panel
» Where can I find the YetiForce Outlook Integration Panel documentation?
The documentation is available on our website. Please read it carefully to avoid issues while installing the YetiForce Outlook Integration Panel addon.
» What application types does YETIFORCE OUTLOOK INTEGRATION PANEL support?