View other data besides your CRM data, like Social Networks, data aggregators and soon internal corporate systems. Get maps and directions to the contact's address with just a click. Set of intranet collaboration applications that offer synchronization with Outlook. Available for local server installation and as a hosted application. OnContact CRM 7. CRM software with Microsoft Outlook integration. Synchronizes contacts, appointments, and tasks with CRM 7 to increase productivity and maintain an accurate history of all customer interactions.
Integration between the applications is bidirectional, so that contacts, e-mails, and activities created in one may be shared with a couple clicks of the mouse. Contact management tool for Outlook or later, storing information in an Access database. Tracks correspondence and other items, and shares that data with everyone in the organization. Can associate any contact with any company. Performs merges to Word and keeps a record of the documents created.
Maintains a group calendar collating colleagues' appointments. Pivotal Relationship CRM. Heavy emphasis on the needs of mobile users. Separate SyncStream for Outlook tool also supports offline users. Prophet 5 includes improved usability and more advanced contact management features fully integrated with Outlook, eliminating the need to shift back and forth between multiple applications. Version 5. Public Contact After Reply. Generate customized sales quotations that include Outlook data, and link the quotes back to the Outlook contact.
Can be networked to maintain a central price list and generate unique quotation numbers to multiple users. SalesCTRL Sales force automation database that integrates with Outlook tasks, appointments and mail, plus several accounting packages. Includes capability of doing bulk mail with attachments. Log sent and received email messages and log them into the Salesforce. Users can also keep Outlook contacts, tasks, and activities up to date in Salesforce. SalesOutlook CRM. Team Helpdesk for Outlook.
Is Business Contact Manager available for Mac?
ITIL helpdesk with automated ticketing and issue tracking for support team to log, analyze, collaborate, track and escalate support requests in an organized and structured way in Outlook. Can auto-process incoming support requests, auto-assign technicians, enforce service level, set due date and send automated notifications to cut the overhead of manual tasks significantly. Includes Web Access sites for technicians and end-users. Improves your efficiency to enable faster response time. ITIL help-desk with automated ticketing and issue tracking for support team to log, analyze, collaborate, track and escalate support requests in a structured way in Outlook and SharePoint.
TeamKB for Outlook and Exchange is an enterprise-grade knowledge base, allowing you and your team to share information, reduce customer support, improve staff productivity and eliminate time wasted searching for information across disparate systems such as shared folders and paper documents, all inside Outlook. With TeamKB, your team can document best practices and solutions to common problems and reply to time-consuming and repeated queries from your users in a click.
SAM automatically sets the sender, signature, and folder for sent items based on several criteria. Works with Outlook , and Outlook , Tired of fumbling through business cards, looking through different lists, or combing through past emails to find someone's contact information?
Contact Management Tools
With all of your prospects, leads, and customers in one place you can get more done. What about other sales staff, customer service, and admin personnel that need to have access to the same contact information. Is it always up to date? With AddressTwo, everyone can access the same database of contacts simultaneously. Updates from one user are instantly accessible to all others. I use Outlook to store information pertaining to my home-based business.
Do you know of a way to run reports of the information stored in the Contacts folder, based on user-defined criteria?
For example, I might want to run a report of all of my contacts that are over 50 years of age. Or I might want to run a report of all of my contacts that have a birthday coming up this month. Or I might want to run a report of all of my contacts that I have categorized according to the service I provided for them. You can use custom views for that sort of thing. I wouldn't call it a report but you CA copy the results to excel or notepad. This is one example of a view. I am looking for a good tool for updating a large number of contacts in Microsoft Outlook Thank you for any suggestions!!
I believe it would be a mass email sent to all of the contacts requesting current -accurate information. Actual contacts - linked at contact tools can do that. There might be others in the list that can do it too. Or if you use plaxo, you can use it to update. More tools are on our contact data entry and updating page. Schedule Management. Calendar Printing Tools. Calendar Reminder Tools. Time and Billing Tools. Meeting Productivity Tools.
Duplicate Remover Tools. Sending and Retrieval Tools. Mass Mail Tools. Compose Tools. Mail Tools for Outlook. Online Services. Productivity Tools. Automatic Message Processing Tools.
How to get it
Special Function Automatic Processing Tools. Housekeeping and Message Management. Project and Business Management Tools. Run Rules on messages after reading. Outlook Suggestion Box UserVoice. Data Entry and Updating.
What is Business Contact Manager for Outlook?
Duplicate Checkers. Contact Management Tools. Synchronize two machines. Sharing Calendar and Contacts over the Internet. Access Folders in Other Users Mailboxes. View Shared Subfolders in an Exchange Mailbox. All rights reserved. Slipstick Systems is not affiliated with Microsoft Corporation. Tell us about your experience with our site.
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William English Created on July 6, I have too much customer history in my windows 7 version to walk away from this add on. This thread is locked. You can follow the question or vote as helpful, but you cannot reply to this thread. I have the same question Cody C. Replied on July 6, Business Contact Manager is not currently available for Office for Mac If this is a feature you'd like to see in future versions of Office for Mac, be sure to send your feedback by clicking on the link below:. Thanks for marking this as the answer. How satisfied are you with this reply?