Improve Productivity and User Adoption

See how your productivity soars when you don't need to constantly switch between Outlook and SugarCRM. You can continue using Outlook to communicate with your customers as you do all day long; we'll bring the CRM to you.

• Leverage the ease of use and familiarity of Outlook
• All the information you need is at your fingertips
• Maintain complete archive of your email correspondence with your customers and prospects
• Use Outlook's rich calendaring functionality to manage your meetings with customers
• Upon receiving customers' emails - Instantly view key contact & account information and take immediate actions

Email Side-Panel

Access SugarCRM data and functionality from within Outlook

• Create / update accounts, opportunities, cases, contacts, calendar, leads etc.
• Sync all your standard and custom SugarCRM modules for immediate access in Outlook
• Sync only the freshest and most relevant CRM data
• Instantly view the information you need, when you need it and take actions without leaving Outlook

Powerful Email Integration

• Intelligent Email Side Panel - Instantly view SugarCRM data upon receiving emails from customers and take immediate actions: create opportunities, update cases and schedule meetings
• Set rules for auto archiving of emails to CRM records
• Manually archive emails to specific opportunities, cases or any other CRM record
• Create accounts, contacts & leads upon receiving emails
• Set rules for archiving attachments based on type and size

Full Offline Support

• Offline access to all SugarCRM data that was previously synced with Outlook
• Interact with CRM data exactly as you interact with Outlook in offline mode.
• View, update or create new accounts, opportunities, cases, leads etc.
• Archive incoming emails or send emails and have them automatically queued for CRM archival upon re-connecting
• All changes are cached locally on your desktop and will be automatically synced upon re-connecting to the Internet

Web Browsers Integration - Access Outlook Functionality from your Web Browser

• As you work with SugarCRM via the Web Browser - utilize Outlook to send emails, open and reply to archived emails via Outlook etc.
• Utilize Outlook’s powerful calendaring functionality - check availability of colleagues, schedule conference rooms, send invites etc.
• Select CRM records to automatically sync and open in Outlook
• Single click to switch between viewing records in Outlook and Web browser and vice versa

Archive Documents directly from within Word, Excel & Acrobat

• Archive proposals, quotes, contracts and other Office and PDF documents to SugarCRM right from within Word, Excel and Acrobat.
• No need to upload documents. Simply select the CRM record to associate with and save. We’ll take care of the rest.
• Archive any desktop document to SugarCRM simply by selecting "Send To Implicit FrontEnd"
• Search and retrieve CRM documents from within Word/Excel

Watch a quick introduction video: