Outlook Accelerator

Seamlessly surfaces Creatio Contact, Account, Opportunity, Case (and Custom Entities) and Activity records directly in Outlook, without needing to switch apps.

Enables users to file emails, including attachments, and log call notes directly from Outlook into Creatio—streamlining email-to-CRM workflows.

Empowers fast creation of new Accounts, Contacts, Leads, Opportunities or Cases (and Custom Entities)  from within Outlook based on email content, boosting CRM adoption and reducing manual entry

Provides a real-time view of sales pipelines and case progress in its Outlook task pane, with one-click access to the full Creatio interface as needed

Notes:

• The number of seats does not need to match the Creatio seat count
• User licensing is on a named user basis.
• The client is installed via the Microsoft App-Source store, so access to this and permissions to install is required (speak to your IT admin if unsure of this).
• Custom entities/Collections are supported.
• Screens and lists can be customised
• Fields used in search can be customised
• Stages displayed in Leads/Opportunities and Cases are based on the lookups.
• You can log on as the named "supervisor" user without a license allowing you the freedom to make sure the system is match for your business. For other users a valid license must be purchased.