Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

MacroView DMF integrates SharePoint Online and On-Premises with the Office suite (Word. Outlook. Excel. PowerPoint. Adobe Reader. Adobe Acrobat. Windows. This provides a complete document management and email management solution. It makes it easy to save files and emails, and allows users to search and find files faster. It can be configured to meet your needs, featuring intuitive tree-view navigation and familiar right-click menus. DMF enables you to: - Save directly from Outlook, Word, Excel, PowerPoint to any SharePoint location. Drag and drop to save emails and/or attachments with automatic metadata capture (for example To, From Subject, Sent Time, Sent Time, File properties, etc. To save hundreds of emails, right-click in the Outlook file listing - Upload from Windows while capturing key metadata such as creation date and original author. - Use powerful rules to automatically file incoming and outgoing emails.

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
LinkedIn
NetSuite CRM
Splunk User Behavior Analytics

Integrations

Constant Contact
LinkedIn
NetSuite CRM
Splunk User Behavior Analytics

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

MacroView

Founded

1994

Country

Australia

Website

macroview365.com/document-management-sharepoint-office365/

Vendor Details

Company Name

SalesOutlook, Inc

Country

United States

Website

www.salesoutlook.com

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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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