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Outlook Add-in

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.

Availability

Package verified; AppSource review pending

The Outlook add-in package is present for local verification and sideload preparation. HTTPS hosting, Outlook tenant QA, and Microsoft AppSource review remain external gates.

Outlook sideload QAMicrosoft AppSource review
Review Outlook flowView pricing
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How it works

From signal to action

  1. 1

    Connect Microsoft

    Use Microsoft OAuth to connect mail, calendar, and account context where configured.

  2. 2

    Work inside Outlook

    Select CRM templates, review record context, and send tracked messages.

  3. 3

    Route signals

    Email engagement, replies, and meeting context flow into dashboards and alerts.

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

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