Extending the award winning OutlookCRM product

  • Productivity features, forms and functions for OutlookCRM
  • Enhanced CRM functionality all available from within Microsoft Outlook
  • Each OutlookCRM form has been enhanced with powerful features and timesaving functions
  • Seamlessly Integrated and consistent with OutlookCRM

 

Take a look at the Extensions Screen Shots and Product Information:

Click Forms Map for enlarged view with links to:

·         Screen Shots

·         Product Information
 

OutlookCRM Extensions Forms Map
 

 Overview of OutlookCRM and the OutlookCRM Extensions

OutlookCRM is a robust Customer Relationship Management system that runs from within Microsoft Outlook utilizing Microsoft Outlook forms (Contact, Journal, Task, Appointment and E-mail), toolbars and dashboards.  Here is a short list of highlights for OutlookCRM, please visit the TeamScope website for additional information on OutlookCRM.

  • CRM functionality within Microsoft Outlook and Exchange
  • Company and Contact level management
  • Unlimited forms flexibility
  • Complete Activity Tracking
  • Schedule and Task management
  • E-mail management (including time-saving templates)
  • Personalized E-mail, Letters and Faxs
  • Project Management
  • Informative Dashboards
  • PDA integration
  • Powerful yet simple interface with Outlook Toolbar technology

 

OutlookCRM Extensions builds on top of OutlookCRM and extends OutlookCRM’s features and benefits.  Taking advantage of OutlookCRM’s flexibility and extensibility, the Extensions bring 7 years of additional CRM design and development experience, listening to customers to fine tune the usibility of the features and functions of the user interface and user experience.

One of the Extensions fundamental design criteria has been to provide enhanced, yet easy to use, CRM functionality wherever the user is currently working.  This includes enhancements to each OutlookCRM form and adding an “OutlookCRM” menu item to the main Outlook menu bar.  All of the basic OutlookCRM’s functionality remains the same.  OutlookCRM has been enhanced, extended and added to.

We invite you to look around and enjoy our site.  We hope you find it useful, informative and to the point, providing the information you need to assist you in your CRM purchase decision.

 

Here is a very brief overview of the major components of the OutlookCRM Extensions:

 

Additional Menus for the main Outlook window

Click Picture to view Feature information

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Enhancements to each of the OutlookCRM forms

(Forms Map showing how all forms relate to each other)

Extensions Contact form

Click Picture to view Feature information

Extension Company form

Click Picture to view Feature information

Extensions Opportunity form

Click Picture to view Feature information

Extensions “CRM Functions” tab
(found on all forms)

Click Picture to view Feature information

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Additional “Contact” Dashboard for the OutlookCRM “Active Contact”

Extensions “Contact” Dashboard

Click Picture to view Feature information

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All Extensions Menu and Form options are managed using the native OutlookCRM Options Manager

Extensions additions to the OutlookCRM Options Manager

(tabs for Extensions General, Extensions Forms, Extensions Projects and Extensions Financial)

Click Picture to view Feature information

 

Please be sure to visit our Forms Map page which:

  • Illustrates how each of the OutlookCRM Extensions forms relate to each other. 
  • Provides Links for detailed Screen Shots and Feature Descriptions

 


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