Microsoft Outlook is widely recognized as a leading office productivity software utilized for email management and work calendar organization. In early 2023, Slick Cactus users expressed a strong desire for a CRM Email Outlook Integration as an essential feature to sync Outlook emails into our platform and view per contact record.
We have diligently crafted this integration to be user-friendly while offering outstanding functionality within our CRM system. To access it, simply navigate to your dashboard and locate the desired contact. By clicking on the Outlook tab within the card deck, you will gain immediate access to any email exchanges you have had with that contact in Outlook. Each email can be expanded, enabling you to quickly review the most recent correspondence at a glance. Furthermore, you have the option to load additional emails and conveniently scroll through the email thread for a comprehensive overview.
Furthermore, you also have the ability to streamline communications and keep your inbox in line per contact record in Slick Cactus, so you and your team can track communication.