InfoFlo provides the features you need in an Outlook CRM, without having to stop using Outlook:
- Automatic email sync with Outlook
- Automatic calendar sync with Outlook
- Automatic Contact Sync with Outlook
- Automatic loading of Outlook email and calendar editors, when sending an email or creating a calendar event within InfoFlo.
Is Outlook a CRM?
Outlook is great for sending and receiving emails, calendar events and tasks. As well, it offers the best email, calendar and task editors available on the market. However, it was never actually designed to be a CRM, but rather, as an an information management tool. Please read below for more information.
Email Management in Outlook
Managing emails in Outlook can be a daunting task. In order to link an email to a contact or project folder, you need to manually drag and drop the email to file. Microsoft tried to fix this by offering the option of setting up rules so that emails will automatically link to a contact or project folder, but this has to be done for every new email showing up in the Inbox. This has proven to be very time consuming and cumbersome. For this reason, CRM solutions such as InfoFlo offer email management features which will automatically link emails to contacts for you, without every having to set a rule.
Calendar Management in Outlook
Outlook makes it very simple to create and accept calendar invitations and offers a friendly calendar interface so that you can easily sell all upcoming and previous calendar events. However, it is not possible to see all calendar events linked to a contact project, as Outlook was not designed for this type of functionality. For this reason, InfoFlo includes a calendar management feature which automatically links calendar events to contact and projects.
Contact Management in Outlook
As Outlook was not designed to be a CRM, it only offers you the option to add a contact and fill in all contact information. However, in Outlook, you cannot click on a contact and see all emails, calendar events, documents, notes and scans linked that contact. Without this linking, it makes it very difficult to properly manage all customer information. InfoFlo provides this much needed contact management option. Simply click on a contact and you can view all emails, calendar events, files, notes, scans and more linked to that contact.
Task Management in Outlook
Outlook includes a great task editor and makes it very simple to create new tasks. However, as with the other features, it doesn't not link tasks to contacts or projects, making it virtually impossible to manage all tasks.
InfoFlo is an excellent choice if you still want to use Outlook
InfoFlo offers users the option of automatically loading the Outlook email editor when sending an email and the Outlook calendar editor when creating a new appointment within InfoFlo. As well, since InfoFlo's automatically syncs all emails, calendar events and contacts, whenever you click on a contact within InfoFlo and send an email or create an appointment using the outlook editors, InfoFlo will automatically sync and link all events to the appropriate contacts!! Simply keep Outlook opened and InfoFlo will take care of the rest.