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Give Outlook sellers the same CRM intelligence, tracking, and template controls.

A Microsoft-first workflow for teams that rely on Outlook, Exchange, Microsoft 365, and calendar coordination.

Built for Enterprise sales, account management, and customer teams standardized on Microsoft 365.

The accounts table with plain values, soft category tags and one row of filters.

Microsoft-aware selling

Designed for Outlook and Exchange motion rather than Gmail-only teams.

  • Microsoft OAuth
  • Calendar handoff
  • Account context
  • Template insertion

Governed tracking

Let admins standardize how sales engagement is logged and monitored.

  • Open tracking
  • Click tracking
  • Document views
  • Activity history

Enterprise fit

Supports the admin and audit expectations of larger teams.

  • Admin console
  • Role-aware access
  • Audit trails
  • Security settings