Microsoft Outlook Add-in
Easily organise emails and attachments into contact or case records in Outlook.
Keep communication tied to the right records without leaving Outlook. SharePortals links emails, attachments and calendar entries to your Contacts, Cases or Projects, creating a complete view of activity without inbox chaos.
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Save emails and attachments directly to the right record.
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Match automatically to Contacts or select the right record from a list.
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Retrieve and update CRM/DMS information from a convenient Outlook side-bar.
The Key Benefits of the SharePortals Integration for Microsoft Outlook
SharePortals brings together all of your client data together with your email communications, so your client-facing teams can access everything they need, without switching tools.
Work directly in your familiar Microsoft Outlook client without switching systems or apps.
Integration
Colleagues can find shared business and customer information without needing mailbox access.
Access
Keep all related emails and files with the record, not scattered across mailboxes, devices, or locations.
Centralisation
Capture and organise business and customer information from desktop or mobile devices - onsite or remote.