Whether it’s staying on top of your inbox or scheduling the next big thing, Outlook makes it easy to be your most productive, organised and connected self – at home, at work and everywhere in between.

Outlook integration for Gold-Vision CRM

Whether you use Outlook, Office 365 or Exchange (or a mix between the three), mail server integration guarantees email and calendar synchronisation from any device.

It’s likely your sales teams already have Outlook open most of the time – and that they’re pretty happy with using it. Gold-Vision’s integration means they can manage emails and appointments right from within their familiar Outlook environment, or from within their CRM – whichever is easiest for them.

Automatic sync

Set up rules on day one, avoiding confidential contacts or employees, and then sit back and let Gold-Vision do the work for you. Automatically track emails and appointments for your team against the relevant accounts in CRM, without any manual intervention.

Works on the move

Send emails, make appointments, or access previous client emails on your way to a meeting from anywhere, and on any device, with this seamless integration. Every interaction will be automatically stored in Gold-Vision, saving you valuable time and allowing you to focus on the task at hand.

One-click contacts

Remove the headache of keeping track of new contacts or leads that are introduced by email with Gold-Vision’s Outlook integration.

Create new contacts and leads in CRM, or add internal emails to projects with no manual work required. Gold-Vision automatically imports or exports contacts, and even matches them with the correct account.

Back to integrations

Overview

Type Email & eSign
Best for Microsoft Office Users