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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Cloud-Sync offers a secure and automatic way to synchronize data from Microsoft 365 or Google Workspace with CRM, ERP, and database systems, enabling organizations to maintain continuous connectivity between email communications, calendars, contacts, and files while eliminating the need for complicated workflow tools. This solution is compatible with a variety of leading CRM and ERP platforms, as well as any database that utilizes a REST API, functioning effortlessly in the background to help teams enhance the utility of their current email and collaboration resources. By signing in with a Microsoft or Google work account, users can authorize Cloud-Sync via the secure OAuth 2.0 protocol, allowing it to access emails and, if desired, update calendars, contacts, and files—all while ensuring that passwords remain protected and never shared. Once established, Cloud-Sync automatically logs each incoming and outgoing email related to CRM contacts against the appropriate records, thus providing colleagues with a unified perspective on customer interactions without the need for manual entries. This streamlined approach not only reduces the administrative burden but also promotes better collaboration within teams.

Description

SalesOutlook's Outlook CRM integrates with Microsoft Outlook to provide a complete customer relationship management (CRM), and email marketing system. All customer data is automatically synced to our Outlook-based CRM. SalesOutlook CRM relies on Microsoft Outlook to save all files and email correspondence. There is no need to have a dedicated MS SQL server database because all data is saved to the contact's profile. SalesOutlook Outlook CRM's intuitive interface offers a variety of features that optimize the user experience. You can drag and drop contacts into different lead categories such as "Opportunity", or "Customer Inquiry" right from your email interface. Right-clicking on a customer's name will give users instant access to contact information. Our Outlook CRM is a specialized system which builds on an email medium that is frequently used to create a CRM that optimizes user efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Constant Contact
Flexiva
Google Workspace
HubSpot CRM
Infor CRM
LinkedIn
Microsoft 365
Microsoft OneDrive
NetSuite CRM
Oracle Cloud Infrastructure
Platformix
Salesforce
Workday HCM

Integrations

Constant Contact
Flexiva
Google Workspace
HubSpot CRM
Infor CRM
LinkedIn
Microsoft 365
Microsoft OneDrive
NetSuite CRM
Oracle Cloud Infrastructure
Platformix
Salesforce
Workday HCM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$25.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cloud-Sync

Country

United States

Website

www.cloud-sync.email/

Vendor Details

Company Name

SalesOutlook, Inc

Country

United States

Website

www.salesoutlook.com

Product Features

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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