The CRM Data Sync tool offers a unique Outlook integration feature in that it allows you to sync your CRM data to Outlook and perform all your CRM work without leaving Outlook. You can sync not only Outlook native data such as contacts and calendars but also Accounts, Opportunities, Quotes etc. View records, update records or create new records in Outlook and have them synced back transparently in the background to the CRM server.
- Sync accounts, opportunities, quotes, cases etc.
- Sync Outlook native items: contacts, calendars, tasks
- Sync your custom CRM modules and fields
- Sync only the freshest and most relevant CRM data
- Sync CRM records assigned to you or to your team / security group
- Choose between ‘Tethered’ (online) mode or ‘Non-Tethered” mode where data is synced and cached on the desktop