Integrating Microsoft Outlook and FiveCRM together offers businesses a wide range of benefits. It allows users to keep client information, contact details, calendars, and appointments in one centralized location for easy access. The platform also streamlines customer relationship management processes by automating tasks like email campaigns, follow-up reminders, lead tracking, and more. With comprehensive analytics tools, teams can gain visibility into customer trends and behavior to develop successful strategies. Finally, the integration simplifies data backup and compliance efforts with cloud storage options that provide secure backups and customizable security protocols.
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About MS Outlook
Microsoft Outlook is one of the most popular email, calendar, and task management platforms used by businesses worldwide. It offers many features and tools, including email scheduling, automated response options, calendar reminders, and tasks. Users can configure Outlook to meet their individual needs with customization and personalization options. The platform also provides an intuitive interface that makes it easy to stay organized and track important tasks. Microsoft Outlook also offers integrated collaboration tools such as shared mailboxes, chat rooms, and discussion boards, which further enhance team efficiency and productivity.
Customer Relationship Management
Use cloud-based software designed to help businesses find more prospects and close more deals.
A leading provider of global enterprise cloud communications, video meetings, collaboration, and contact center solutions.
Accounting and Invoicing
Connects your business to your bank, accountant, bookkeeper, and other business apps.
Proposals and Contracts
Offering everything you need to automate and connect your entire agreement process.
Microsoft's preferred e-signature solution and the only e-sign tool that also includes the power of Adobe Acrobat in one package.
Make more insightful decisions, stay in control of teams working from anywhere, and get more done, faster.
Omnichannel Customer Engagement made simple.
Deliver your transactional and marketing emails through the world's largest cloud-based email delivery platform. Send with confidence.
Gain world-class technology and support to help your business launch, build, and grow to meet your one-of-a-kind vision.
Access your email, files and calendar all within one place, helping you stay productive with whatever hits your inbox.
Get access to business versions of Google Meet, Chat, Drive, Docs, Sheets, and more.
Automation that moves you forward. Zapier connects all the apps you use for work so you can focus on what’s next.
UK’s only official ‘Do Not Call’ register for landlines and Mobile numbers allowing businesses to opt out of unsolicited live sales and marketing calls.
Why wait? Start improving your outbound efficiency now, with the most
customizable Telesales solution on the market.
Firefox, Internet Explorer and Google Chrome are all compatible with FiveCRM.
To read recommended settings for each, please visit our help centre and navigate to troubleshooting and recommended browser settings.
Deleting Internet Cookies will resolve a number of common glitches in your system.
Emptying the Internet Cache removes all stored copies of Web Pages, Scripts, Images etc on your local PC. This can be especially useful after an update has been applied to the system.
The method for deleting Cookies and Cache is specific to different Browsers. For detailed steps for your browser, visit our help centre and navigate to troubleshooting and deleting browser settings.
FiveCRM works with any operating system capable of running a supported Browser.
You can contact FiveCRM customer support in a number of ways.
You can increase the amount of licenses you hold with FiveCRM at any time. The method of achieving this is dependent on your payment method.
If you pay manually, i.e. by credit card each month, then you can add licenses by navigating the Menu option About and selecting Manage Subscription/Users. The system gives an option to add Users to the current month or add months.
If you pay by any other method you can increase your licenses by contacting Customer Support.
Additional customer training can be conducted on an individual or group basis.
To schedule a training session, contact your account manager or customer success representative.
More questions? Additional resources can be found on our: Support Portal, LinkedIn Profile, and Youtube Channel.
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