iGlobe CRM Outlook Add-in is a free Outlook add-in for iGlobe CRM Office 365. The Add-in can only be used with a valid iGlobe CRM Office 365 license. NOTICE, this Add-in from the Store only support Outlook for Windows, MAC clients and Web mail.

iGlobe Outlook Add-in provide you with three Add-ins

Outlook CRM

iGlobe Contact

Meeting Helper

iGlobe Outlook Add-in provide you with the following key features; 1. Mails you receive and 2. Mails you send.

For mails you Receive, iGlobe Outlook Add-in will let you, directly from Outlook;
- Save the email in iGlobe CRM
- Create a company and a contact in iGlobe CRM
- Edit and update a contact and company in iGlobe CRM
- Create a note and opportunity
- Get an overview or the resent activities, like, e-mails, notes, meeting reports and opportunities
- Save an email on a selected contact
- Save the email and relate to an opportunity (SSO)

With a seamlessly integration to Office 365 Planner you will be able to create a Planner task directly from the Add-in. Assign the task to yourself or a colleague. When you create a task a link to the contact you have selected on the mail will automatically be added to the task.

For mails you send, iGlobe outlook add-in will let you;
- Check if the receiver exists in iGlobe CRM
- Add recipients to your mail, both into the To or Cc Fields
- Select if you want the mail to be saved on receivers from both the To or Cc Fields
- Save an email on a selected contact
- Save the email and relate to a pipeline (SSO)

The dream of one platform for your CRM where one click will do the trick is now a reality!

iGlobe CRM Outlook Add-in is a part of several Add-ins that are included with a valid iGlobe CRM Office 365 license

iGlobe CRM for Teams

iPlanner Pro for Outlook

Office2SharePoint for Outlook

MIPA for iGlobe CRM Office 365

MIPA for Outlook

MIPA - Your Personal Assistant (microsoft.com)

Mobile App using Power App

Support and user guides

Installation instruction

Users guide

Question and support please send us an e-mail

This Add-in is optimized to iGlobe CRM version 5.0.0.3 and above.

iGlobe Outlook Add-in for iGlobe CRM Office 365

by iGlobe