OUTLOOK INTEGRATION
Seamless email & calendar synchronisation
Email and calendar sync from any device & document templates
Arrange a Demo How to useEmail and calendar sync from any device & document templates
Arrange a Demo How to useWhether it’s staying on top of your inbox or scheduling the next big thing, Outlook makes it easy to be your most productive, organised and connected self – at home, at work and everywhere in between.
Gold-Vision’s Outlook integration allows you to effortlessly sync emails, appointments, and contacts between Outlook and Gold-Vision CRM. Whether you use Outlook, Office 365, or Exchange—or a mix of all three—this integration ensures your sales and marketing teams stay productive within their preferred environment.
With CRM Outlook integration, set up rules once and let Gold-Vision handle the rest. Automatically track emails and appointments against relevant accounts in CRM without manual intervention, saving time and maintaining data accuracy. Avoid confidential contact tracking with customisable rules.
Whether sending emails, scheduling appointments, or reviewing client communication, this integration works seamlessly across any device. Automatically store every interaction in Gold-Vision CRM, ensuring your data is always up-to-date and accessible wherever you are.
Simplify contact and lead management with Gold-Vision’s CRM Outlook integration. Create new leads or add internal emails to projects in just one click. Automatically match contacts with the right accounts, eliminating manual entry and keeping your CRM organised and accurate.
