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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Trusted with over £2,000,000,000 of business opportunities

After getting lost in Salesforce the simplicity of SET and ease of use allowed us to spend more time doing what we do best, selling. Darran and the team made sure the switch to SET was stress free. We couldn’t be happier. SET does exactly what it says it does, helps your sales soar.

Sam Samuels, Managing Director, Furniture Fusion

SET has had such a positive impact on our sales productivity. It’s taken away the headache of the usual administration and given us more control. We get far better information and more time to talk to customers and prospects

Heidi Lavery, Client Engagement Manger, RFS

Check out a few of our valued customers


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