OpusFlow CRM for Outlook free download, OpusFlow CRM for Outlook download on software download

OpusFlow CRM for Outlook is a tool that allows you to create and send personalized documents. OpusFlow CRM is an easy to install Outlook add-on that only needs a network connection for it's collaborative functions. However it works great on Exchange Server too. Easy access buttons provide a range of features to help you with all your common customer relationship tasks. Create and send personalised documents (letters, faxes and emails) from the Outlook addresscard. · Track your appointments, tasks and activities in relation to your contacts; · Track your letters and mailings directly from Outlook; · Plan actions and follow up on phone calls, documents or emails you and your team receive; · Share all customer information in your workgroup environment; · Work together with your colleagues in Group Tasks and Group Activities; · Work off-line. To share all your information with your colleagues, Exchange Server is not needed! If you do use Exchange Server then OpusFlow CRM will prevent those nasty "Mailbox full" warnings because all data is stored where it should be: on a hard disk and not using valuable Exchange Server resources. The default Outlook contacts-card has been strongly extended in OpusFlow CRM. Now you can: Automatically send letters (documents) based on your own Office templates. Track the entire history of your contact: · Documents (digital, scanned, email, etcetera); · Appointments (Outlook Calendar); · Tasks (Outlook Tasks); · Activities (Outlook Activities); · Related contacts / companies. Save Email In OpusFlow CRM you can store all outgoing and incoming email. When an email is saved in OpusFlow CRM, you can easily retrieve it from the address card of the recipient / sender. Besides saving email manually, you can also let OpusFlow CRM save all email automatically. When the recipient or sender is known in OpusFlow CRM, all email will be saved and can be retrieved from the address card. Edit Company / Contact With OpusFlow CRM you can maintain a central address database and retrieve all your contacts and contact related information in Outlook. Beside the possibilities Outlook contacts offer you, with OpusFlow CRM you can: · Add more than one contact to a company (changes to company data will be automatically shown on all contact cards); · Use salutation and other signature related items (to be used in outgoing correspondence); · Use categories (Groups and Codes); · Use more fields (userdefined); · Automatically generate mailmerges, newsletters, Christmas cards; · Have all changes immediately visible for your colleagues. No Exchange Server needed! Importing (or synchronizing) with your existing database is as good as always possible. Merge documents / email / envelopes With the merge tool you can merge your contact (address) information to Word / Excel / E-mail. You can use your own existing templates to send mailings (new letters, bill of loading, etcetera) and make envelopes and labels. All the documents created with the merge tool will also be automatically saved in OpusFlow CRM, so they can be retrieved through opening the OpusFlow CRM address card. Find Contacts With "Find contacts" it is possible to search through your companies and contacts on any criteria you wish. You can search through all fields, but also on "Groups" or "Codes". Distribute scanned documents Distributing and archiving your scanned document will become very easy with OpusFlow CRM. OpusFlow CRM will automatically load your scanned documents and allows you to choose: · The sender; · The project (document type); · Which recipients you want to send the scanned document by email. OpusFlow CRM then will: · Save the document so it can be found on the address card of the sender; · Save the document in the right (project) directory and subfolder; · Send an email to the selected colleagues with the document as attachment.

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