Outlook Add-In

Integrate emails and calendars easily. SalesPad Outlook Add-In allows Microsoft® Outlook and SalesPad® users to synchronize their calendars and integrate incoming and outgoing customer emails ​ with SalesPad® CRM functions, allowing you to better keep track of interactions with customers.

Outlook Add-In Features

Email Integration

Purchased separately, the SalesPad Outlook Add-in works with SalesPad® and Microsoft® Outlook to store relevant emails on the Customer Card, and to pull tasks created in SalesPad onto your Outlook calendar as appointments.

Quote Follow-up

Make quote follow-up a breeze by auto-generating quote follow-up reminders in SalesPad and linking them to Outlook.

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