Office 365 and Exchange CRM Integration

SET, Office 365 & Microsoft Exchange: Perfect Partners

Browse your mailboxes from your CRM, add new contacts with a single click and synchronise activities with your Outlook calendar.

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Integrating your Office 365 or Exchange mailboxes with SET For Business CRM takes just a few seconds. You’ll be able to browse your inboxes & outboxes, attach emails to contacts and opportunities, and create new contacts with a click.

Gone are the days of searching through endless emails to recap on conversations with your customers and prospects, and key information can be made visible to your team.

Sending activities from SET to your – or your colleagues’ – Outlook calendar is a great way of staying on top of your todos.

Office 365

What can SET do for your business?

  • Keep up-to-date info on your contacts
  • Quickly view and update sales pipelines
  • Tasks and repeat activities keep you selling
  • Amazing map function shows you nearby leads
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SET CRM and Office 365

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Free, easy to set up, no credit card required