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Short Description:
Saleswah Lite CRM installable add-in to MS-Outlook allows you to track your sales contacts, related tasks and appointments and stay sync'ed with with Saleswah CRM on the cloud. Supports Outlook versions, 2010 to 2016
Long Description 1:
Saleswah Lite CRM is an installable add-in to MS-Outlook. Versions 2010 to 2016 are supported. Track your sales CRM contacts and related tasks and appointments from the familiar Outlook interface. You can sync your contacts, appointments and tasks between Saleswah CRM and Saleswah Lite, by registering online. Also allows you collaboration with other users, access to reports and more advanced features.
Long Description 2:
Saleswah Lite CRM Add-in to Outlook is designed to track your sales opportunities from the familiar environment of MS-Outlook. The Personal CRM Add-In to Outlook installs as a menu inside your MS-Outlook.
Outlook versions 2010, 2013 and 2016 are supported.
Current version capabilities: (of Saleswah Lite CRM Add-in to MS-Outlook)
1.Contact Management: pull Outlook contacts into Saleswah and manage them in the CRM
2. Activity management:
- Pull all the appointments and tasks in Saleswah CRM into Outlook
- Log follow up tasks and updates. Have them synced back to Saleswah in the cloud.
- Synchronize the tasks with native Outlook calendar and follow up.
Work in tandem with your online account with Saleswah CRM. You get further:
1. Sync your contacts with Saleswah CRM- bi-directionally.
2. Sync your tasks with Saleswah CRM; bi-directionally.
3. Get access to all the advanced features like quotes, invoices, proposals, campaigns that are available in Saleswah CRM.
4. Collaborate in a large team.
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