SmartWe
by CAS Software AG
Add-in for SmartWe
The SmartWe Outlook Add-in connects the CRM software with an e-mail client of your choice, thus improving the workflow of the environment you chose.
The Outlook Add-in ensures that you can access important address data from SmartWe.
To use the SmartWe Outlook Add-in you require a chargeable SmartWe license from SmartWe World AG. More information can be found here.
Benefits and advantages of the SmartWe Outlook Add-In:
- More efficiency and faster access are possible.
- E-mails can be archived directly from your Microsoft Outlook mailbox. Additionally, you can also create a SmartWe data record directly from the Outlook Add-in, saving you time and increasing your productivity.
- Archive the attachments of an e-mail directly as documents, separate from the e-mail.
- Using the Send & Archive function you can archive e-mails directly while sending in SmartWe.
- When you create a new e-mail, you can copy the recipients directly from SmartWe, and you can also add other objects from your CRM as attachments to the e-mail.
- The Add-In will show you if an e-mail has already been archived. An archived e-mail can be opened directly, further improving workflow.
- You receive the contact data and dossier stored in SmartWe for the sender of the e-mail, so you can open the desired data record directly in SmartWe. .
- The dossier provides you with further information from SmartWe about the sender.
- You can filter the dossier for the desired data record objects.
- Create a contact in SmartWe directly from unknown e-mail addresses.
- You can also archive sent and received e-mails using the Outlook App for mobile devices.
App capabilities
- Can send data over the Internet
- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
