CRM for Outlook

Easily access data and information from your email through Capsule's CRM for Outlook. Connect Outlook to a powerful CRM to streamline your customer relationship management processes and improve overall efficiency and productivity.

How to Install

Capsule CRM integrates with your Microsoft Outlook inbox. This powerful combination is a breeze to implement and use but delivers big benefits to your business operations. Once you start tracking an email conversation from Outlook using the add-in, it will keep tracking all future messages in that conversation, saving you from having to store each individual back and forth message. It's a big time saver and helps you keep all your important communication stored in Capsule.

Connecting Capsule with your Microsoft Outlook inbox allows you to:

  • Get started quickly with a CRM
  • Add contacts directly from your inbox
  • Link people to an organization
  • View open sales opportunities and projects for contacts
  • See details of other contacts within the email conversation
  • Keep Capsule front of mind for Outlook users and encourage rapid user buy-in
  • Easily enter new sales opportunities for your contacts
  • Work from your inbox without having to switch between systems
  • Build a complete record of interaction—improve customer service and satisfaction by keeping all customer details in one place

Connecting Capsule with your Microsoft Outlook inbox improves:

  • Customization
  • Data gathering
  • Lead management
  • Employee tracking
  • Productivity

Capture every interaction

With our Outlook add-in, you can effortlessly capture every interaction with your customers. Whether it's an email, meeting, or task, you can link it directly to your contacts, leads, or opportunities in Capsule. No more sifting through your inbox or searching for scattered notes. Everything is organized and accessible in one central hub.

Seamless integration

Capsule CRM seamlessly integrates with Outlook, ensuring a smooth transition for your team. You don't need to switch between different platforms or waste time copying and pasting information. The Outlook add-in brings Capsule CRM's functionality right into your familiar Outlook interface, making it easy to manage your customer relationships without disrupting your workflow.

Stay on top of your sales pipeline

With Capsule CRM and Outlook, you can effortlessly manage your sales pipeline. Track leads, set reminders, and schedule follow-ups directly from your Outlook calendar. Gain valuable insights into your sales performance, identify bottlenecks, and make data-driven decisions to drive your business forward.

Collaborate and communicate

Capsule CRM's Outlook add-in promotes collaboration and communication within your team. Share contacts, emails, and tasks seamlessly, keeping everyone on the same page. No more back-and-forth emails or miscommunication. With real-time updates and notifications, everyone stays informed and can provide exceptional customer service.

Customize and personalize

Every business is unique, and Capsule CRM understands that. With customizable fields and tags, you can tailor Capsule CRM to fit your specific needs. Create personalized views, categorize contacts, and filter information to focus on what matters most to your business. Capsule CRM with Outlook add-in adapts to your workflow, not the other way around.

The perfect blend: Capsule CRM for Outlook

Capsule CRM integrated with Outlook can enhance your customer relationships and help you acquire crucial insights into your customers. Sign up to a free trial of Capsule and test the perfect blend of performance and customization. Please visit our dedicated support page to find out how to install and setup our Outlook add-in.

Install the Outlook add-in