CRM for Office 365
CRM for Office 365 streamlines how you manage customer interactions and relationships across your business.
A CRM for Office 365 works with Outlook and other Microsoft software to bring you a unified platform for overseeing sales, marketing, customer service, and support activities.
This integration lets your team easily track communications and schedule appointments in the Office 365 environment.
Experience how Capsule CRM for Office 365 can transform your customer management by integrating effortlessly with the tools your team is already familiar with.
Key features for Capsule’s CRM for Office 365
Integrating Capsule CRM with Office 365 can help with your business's efficiency and customer satisfaction. Here’s the key features:
Contact and transaction management
Integrated with Office 365, Capsule CRM streamlines contact and transaction management, making it easier to match client needs with your offerings.
View Contact Management featuresAn intuitive platform
Capsule CRM for Office 365 is an intuitive platform that's easily accessible, regardless of technical skill levels.
View SupportTransparent analytics
Use detailed analytics provided by Capsule CRM to get a comprehensive view of your sales.
View Sales Visibility featuresCustomizable CRM for Office 365
Capsule CRM for Office 365 is flexible enough to customize parts of your CRM, with various custom activity types.
View Customization featuresBoost your business operations with Office 365 integrations
Explore Capsule’s CRM for Office 365 in further depth by exploring our integration which includes Office 365 add-ons and other essential software. By leveraging our wide range of integrations, you ensure that all software you use works harmoniously, maximizing efficiency and productivity across your organization.
See all our integrations
Enhance email productivity. Integrate Capsule's CRM and sales tools into your Outlook account.
Sync your Microsoft Outlook Calendar with Capsule to create an agenda view of upcoming events.
Enable Capsule Single Sign-On for Microsoft 365 to simplify your login process and enhance security.
Elevate business productivity with task automation and save time using Microsoft Power Automate.
Why businesses benefit from CRM for Office 365
By centralizing client information, communication histories, and preferences, companies can improve operational efficiency and client satisfaction.
Also, integrating a CRM with Office 365 improves financial management. This provides accurate reporting and budgeting, supporting informed decision-making and robust project planning capabilities.
Integrating CRM with Office 365 offers organization and accessibility, simplifying client management processes and improving client experience.
This integration allows businesses to efficiently store and retrieve client information, ensuring a seamless management process that benefits both the company and its clients.
Integrating CRM with Office 365 transforms how businesses handle service requests and maintenance tasks.
By leveraging CRM’s task management features, companies may assign, monitor, and update tasks easily, helping coordinate administrative tasks and timely service delivery.
CRM integrated with Office 365 supports financial management and reporting.
Customizable fields and comprehensive reporting capabilities provide insights into financial performance, facilitating effective budgeting, inventory management and financial planning.
CRM systems, especially when integrated with Office 365, optimize client engagement by maintaining detailed client communication records and employing targeted marketing strategies.
With CRM for Office 365, businesses can track the entire client journey, pinpointing the optimal moments for engagement.
This ongoing interaction strengthens client relationships, ensuring your business remains at the top of customer’s minds when making decisions.
Business mobility with Capsule's CRM mobile app for Office 365
Capsule's CRM mobile app is an indispensable tool for business and project management teams, enabling them to access client details, manage projects, and respond to service requests directly from their mobile devices.
Remain productive no matter whether you have internet or not. With Capsule CRM for Office 365, you can update client information, log service issues, or adjust project details both online and offline. Once you're back online, the app automatically syncs your changes, so nothing you’ve worked on gets lost.
Capsule's mobile app is packed with productivity tools that’ll optimize your day-to-day operations. Use the app’s dashboard, calendar and task list to efficiently organize and prioritize your tasks, no matter where you are.
Capsule’s CRM app fosters seamless communication between your team and clients. Directly initiate calls, and send texts, or emails from a client's profile in the app. Plus, the app's mapping feature helps you plan your meetings and site visits more efficiently, optimizing your time and resources.
With Capsule's detailed activity log, every interaction with clients, from phone calls to service requests is recorded. This feature ensures you're always prepared to provide personalized responses to whatever your customer may need.
Capsule's mobile app integrates flawlessly with essential tools, including Microsoft, email marketing platforms, and communication software. This integration streamlines your workflow and enhances client engagement, making Capsule CRM a crucial element of your business toolkit for Office 365 users.
Free CRM solutions for Office 365 users
Integrating Capsule CRM into your Office 365 workflow enables your business to streamline processes, enhance customer relations, and drive profitability.
Experience Capsule CRM at no cost and see how we can transform your business dynamics.
We offer a 14-day free trial across all paid CRM plans. This trial provides full access to both our web and mobile CRM platforms, allowing you to explore the full breadth of Capsule's capabilities.
Following your trial, select from our range of paid plans – Starter, Growth, Advanced, and Ultimate – each designed to cater to your own small business needs.
Try FreeFrequently Asked Questions
Yes, you can use Office 365 as an effective CRM platform, especially when integrated with CRM solutions like Capsule CRM.
This integration enhances Office 365's capabilities by adding specialized CRM functionalities such as contact management, sales process tracking, and customer interaction logs, making it a powerful tool for managing customer relationships and streamlining business processes.
In Microsoft 365, CRM stands for Customer Relationship Management.
It refers to the strategies and tools used to manage and analyze customer interactions and data throughout the customer lifecycle.
CRM aims to improve business relationships with customers, assist in customer retention, and drive sales growth.
Within Microsoft 365, CRM capabilities can be extended through integrations with dedicated CRM software.
A CRM platform enhances business operations with several key capabilities, crucial for fostering strong customer relationships and driving profitability.
It centralizes customer information for streamlined access and management and tracks sales process opportunities through their lifecycle for better forecasting and performance analysis. Also, it automates marketing efforts to efficiently generate and engage leads and sales.
Additionally, it manages customer service inquiries and requests to ensure timely resolutions and provides CRM data and analytics and reporting for deeper insights into customer behavior and business trends. Finally, it integrates with other business tools for improved workflow and data coherence.
Together, these features make CRM platforms a great addition for small businesses and sales teams, aiming to optimize their customer engagement and operational efficiency.
When choosing a CRM integrated with Office 365, prioritize a platform that enhances sales processes, centralizes customer data, and boosts team visibility.
The CRM must complement Outlook’s functionalities—like email management, calendar, and contact management—to foster a unified ecosystem.
An ideal CRM should merge seamlessly with Office 365, boosting productivity without disrupting your workflow.
Additionally, ensure the CRM integrates well with Outlook for efficient management within a unified system, making it easier to navigate and adopt with minimal training. Look for customization and scalability to suit your business's evolving needs.
CRM Outlook integration with Office 365 and specifically Outlook plays an important role in business operations. This is done by streamlining communication and customer relationship management directly from your inbox.
This integration is key for leveraging Office 365’s communication tools within the CRM environment. This aids in data synchronization and ensures customer information is consistently up-to-date across platforms.
Furthermore, consider the CRM's value for money, ensuring it offers competitive pricing without skimping on essential features. This strategic integration facilitates a more organized, efficient approach to managing customer relationships, marketing campaigns and internal processes.
Outlook inbox does offer very stripped-back contact management, which means that users can store Outlook contacts and information.
Yet, it doesn’t have the capacity for more advanced functionalities, which is where third party integrations such as Capsule can help with your experience and efficiency.