https://store-images.s-microsoft.com/image/apps.26385.ce70abc6-a0db-4fb0-9aa8-3a00b51df319.8218d066-4107-453e-acad-0d6571ac4620.61adbe8a-fc73-4073-abe2-9a74ad4df274.png

ClientManager for Outlook

by ClientManager (Pty) Ltd.

Upload emails directly to ClientManager Financial Planning CRM from Outlook.

Access ClientManager Financial Planning CRM directly from within Outlook. Upload emails for compliance tracking directly to the ClientManager CRM, from your inbox.

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance

https://store-images.s-microsoft.com/image/apps.13295.ce70abc6-a0db-4fb0-9aa8-3a00b51df319.8218d066-4107-453e-acad-0d6571ac4620.6567c39a-7be7-4c55-84b1-28d1eef7b8b3.png
https://store-images.s-microsoft.com/image/apps.19023.ce70abc6-a0db-4fb0-9aa8-3a00b51df319.8218d066-4107-453e-acad-0d6571ac4620.f9309829-9c61-446c-b837-8859a0ee975d.png