CRM for Outlook (base license)

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Create and send personalised documents (letters, faxes and emails) from the Outlook ® addresscard. * Track your appointments, tasks and activities in relation to your contacts; * Track your letters and mailings directly from Outlook ®; * Plan actions and follow up on phone calls, documents or emails you and your team receive; * Share all customer information in your workgroup environment; * Work together with your colleagues in Group Tasks and Group Activities; * Work off-line. To share all your information with your colleagues, Exchange Server is not needed! If you do use Exchange Server then OpusFlow CRM will prevent those nasty “Mailbox full” warnings because all data is stored where it should be: on a hard disk and not using valuable Exchange Server resources.

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