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Conseils en solutions & logiciels CRM pour entreprise et PME - Blue note Systems

SugarCRM plug-in for outlook

The outlook extension lets you interface SugarCRM with Microsoft Outlook.

It makes it possible to easily integrate SugarCRM within your working environment and facilitates the work of users on the move. You can easily synchronize your contacts between outlook and SugarCRM (works both ways).
You can also archive the emails received via Outlook in your CRM.
The system is compatible with attachments.
Each email is automatically associated to the corresponding contact in SugarCRM.
Furthermore, you can also associate an email with other items such as support tickets, accounts, leads or opportunities.

Main features of the Outlook Plug-in
Calendar items can also be synchronized.
The system is also compatible with Word, making it extremely easy to directly send an email using Word.

Main features of the Outlook Plug-in :

  • Easy access through a toolbar or a menu in Outlook.
  • Compatible with HTTP and HTTPS (SSL) protocols.
  • Server/proxy compatible.
  • Encryption of messages.
  • Secure access (username and password).
  • Automatic synchronization of your contacts.
  • Email archive with file join or not.
  • Direct access CRM contacts to send mail.
  • Item creation in the CRM from Outlook : lead, account, contact, ticket for example.
  • Activities synchronisation from Outlook to SugarCRM.
SugarCRM plugin for Word and Excel are also purposed.


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