Outlook CRM
The first CRM solution with True Outlook Integration

Your team works in Outlook -- all day, every day. Outlook stores your contacts, your calendar, your e-mail, and your to-do list, but it’s a struggle to get these features to work together!  Maybe you've tried to use a separate software product for contact management while continuing to use Outlook for everyday e-mail, only to discover the synchronization problems and headaches of maintaining multiple databases.

With TeamScope CRM™ for Outlook®, you never have to leave Outlook. This means no synchronization process, no external database headaches, and no problems when working offline. Every contact you make, every activity you perform, every task you assign is automatically available in Outlook. This is because TeamScope CRM™ for Outlook® works fully within Outlook, storing all customer information in the Outlook Contact, Task, Appointment and Journal entries you use every day.

 

What's New in TeamScope CRM™ for Outlook® 4.0
Work the way you want with Automatic E-mail Processing
TeamScope CRM™ for Outlook® 4.0 fully integrates with Outlook’s e-mail features, so you do not have to change how you use Outlook! Now, when you send an e-mail, TeamScope CRM™ for Outlook® automatically asks if you want to share the message with your team through the central TeamScope CRM™ for Outlook® folders.
Share all of your team's Sent Items in E-mail History
A full and exact copy of each e-mail is stored in the new TeamScope CRM™ for Outlook®  E-Mail History folder. This public folder functions like your own personal Sent Items folder, but shows all messages for your entire team, with each individually linked to its primary Contact and Company records.
See all activities at a glance
The View Activities feature has been improved so you can now instantly see all appointments, tasks, e-mails and phone journals for a Contact or Company with the single click of a toolbar button.
See all linked items at a glance
The new Linked Items tab on the TeamScope CRM™ for Outlook®Contact and Company forms brings the power of your Outlook Views to each contact record. You can see all the e-mails, tasks, appointments, and phone calls for a Contact or Company directly from the form.
Outlook 2003 Cached Mode support
Now you can have offline performance with online updates via Outlook’s Cached Exchange Mode and your TeamScope CRM™ for Outlook® public folders. Using this new mode, TeamScope CRM™ for Outlook® is currently supporting thousands of simultaneous distributed users – a truly scalable CRM solution!
Secure Workgroups
Used in conjunction with Exchange public folder security, this feature allows you to establish several independent workgroups so that unauthorized users in one group cannot see information in the others.
Optional TeamWork workflow integration
Create customer support tickets, purchase orders and other workflow-enabled tasks directly from TeamScope CRM™ for Outlook®. TeamWork tasks are automatically linked to the appropriate Contact and Company records and are easily accessible via the View Activities and Linked Items features.
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