Email Integration – CRM for Outlook
When signing up to our Contact Relationship Management FREE plan, you've signed up for a CRM that integrates tightly with your Outlook which we know that it is an essential tool for many sales reps.
- Stop wasting your time with data entry and import all your contacts and leads from your Outlook to your CRM account in a minute.
- Manage all your communication and information in one place.
- You can use our Smart BCC email anytime you send or receive a message from a Revamp CRM Lead or Contact, and we will attach a copy of the communication to their profile.
A CRM for Outlook:
RevampCRM gives you the ability to import (or update) your Outlook contacts in a few easy steps in three different ways:
- In your Dashboard, Navigate to > Import Contacts > from the Import Page click on Outlook icon.
- Or Navigate to Integration, a page with all your integration list will appear. click on Outlook icon.
3.Navigate to > Contacts > Import Contacts > from the Import Page click on the Outlook icon.
After clicking on the Outlook icon, you will be directed automatically to an Outlook page where you need to confirm importing your contacts.
Congratulations! You just added your Outlook contacts to your RevampCRM account.