The RealNex CRM Outlook Add-In provides our subscribers with the ability to quickly create or update contacts in their CRM account from contacts found in an email message managed by Outlook.

Features:

• Parsing the To, From, CC fields and message body for Emails and Contacts.

• Bulk Submission – Only Email and Contact Name is submitted

• Individual Contact Submission with Additional Detail – Single contact submitted but can define

o Contact Type(s)

o Title

o Modify / Edit Detected Full Name, First and Last Names

o Phone Numbers

o Website

• Contact(s) can be associate to an existing or new Company

• Contact(s) can be associate to 1 or more groups

• Contact(s) can be associated to 1 or more Projects as a Lead to each

• Contact(s) can be associated to a Team

• The email that contact(s) were derived from is created as a history in the CRM IF it doesn’t exist already. The history is linked to related Contact(s), and if defined, a Company, group(s)

RealNex CRM

by RealNex