With the Outlook integration you can send and receive emails from either Outlook or Followup CRM with a direct sync between platforms
Email from Followup CRM via Outlook to automatically assign emails to existing contacts, companies, and project IDs for easy tracking
Automatically syncs events, reminders, and other scheduling data between Outlook and Followup CRM
Outlook Email Plug-in
In addition to the Outlook integration, Followup CRM offers a plug-in available through Microsoft for use within Outlook. This plug-in allows you to push information directly from an Outlook email to Followup CRM. Create a new contact, company, or project or update an existing one in Followup CRM directly from an email in Outlook, automatically including attachments from the email.
Choose whether you want to add a project, company, or contact into Followup CRM
The content from your email will automatically populate the corresponding fields, and you can manually add any missing information.
Scroll down, schedule a follow-up reminder if needed, update, then click "View in CRM"
Followup CRM will open, showing you your new or update contact, company, or project
