Inbox Autopilot
Emails sent to your contacts are automatically captured and attached to their record in CRM.me.
- 30-day history import
- Attachment support
- Thread tracking
Microsoft 365 + CRM.me
Your office, fully integrated.
Sync Outlook emails, calendar events, and Teams meetings automatically. Never manually log a meeting again.
- Outlook Email Sync
- Calendar Bi-directional
- Teams Meeting Links
Auto-logged
Emails
Real-time
Calendar
Native
Teams
Graph API
Mailbox
OAuth 2.0
Security
Granular
Privacy
Productivity
Work where you want, track everything
Focus on the conversation, not the data entry. We capture every touchpoint automatically.
Calendar Sync
Create a meeting in Outlook, see it in CRM.me. Create it in CRM.me, see it in Outlook.
- Bi-directional sync
- Participant matching
- Recurring events
Teams Integration
One click to add Teams conferencing to any meeting. Join directly from the CRM activity timeline.
- Auto-generate links
- Sync attendance
- Launch from CRM
Boost sales productivity
Save hours of data entry every week with Microsoft 365 sync.
Supports Office 365 and Exchange Online