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CRM Info

Microsoft Outlook

Connect to your personal and/or Corporate Outlook contacts. This gives you a convenient way to share contacts with your mobile phone or colleagues without needing to enter them into your CRM.

Enhance your work with Microsoft Outlook by linking it to your telephone, delivered in a straightforward and cost-effective way.

Integration simplifies common tasks including the following features:

  1. Click-To-Dial: make calls straight from Microsoft Outlook by clicking on the hyperlinked telephone numbers.
  2. Address Book: Search and dial from your Microsoft Outlook contacts using a simple Address Book tool even when Microsoft Outlook is open.
  3. Contact Popping: Go straight to the caller's record in Microsoft Outlook with a single click while on a call with them (or from the Call History window).
  4. Automatic or manual call logging: Create activity records in Microsoft Outlook.
  5. Add Contact: Easily create new accounts, contacts or leads while on a call with them.

In addition to Integration with Microsoft Outlook many other useful features are included.

  1. Call History (and missed calls)
  2. Integration with Google Contacts (requires Plus license)
  3. Can works with multiple Microsoft Outlook datasets simultaneously. (requires Plus license)

Would you like help getting started? No problem. Visit our web site (www.callsights.com) or email us at help@callsights.com.

Requirements

  1. A working telephone installation

Notes

Outlook Microsoft Store edition is not supported. This integration will work with a maximum of 5000 Outlook Contacts.

Integration Features

Activity LoggingClick to dialAddress BookAdd contacts
Trial

Feature Key

Activity Logging

Add Contact

Caller Preview

Click-To-Dial

Contact Popping

Screen Popping

Caller Preview

Screen Popping

Contact Popping

Address Book

Contact Searching

Activity Logging

Activity Logging

Click to dial

Click-To-Dial

Add contacts

Add Contact