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CRM Integrations

Available Integrations

Following is a list of third-party services that you can integrate with CRM. All your integrations are managed from the Integrations page in the Admin menu – see Managing Integrations for further information.

We integrate with a number of payment gateways, so if you’d like to know more about what each of them does, we have a guide to payment gateways.

Customer Portal

Customer Portal is exactly that – a window into your CRM that is tailored for your customers.

The following guides explain how to configure your own customer portal and give your customers access to it, as well as how the portal will work for you and your customers.

Microsoft Outlook Add-In

the CRM offers an Outlook integration called Inbox Insights that helps you stay on top of activity by syncing emails, calendars and contacts between Outlook and CRM.

Our Outlook add-in brings CRM into Outlook and lets you quickly view customer history, financials and more. You’re also able to create opportunities (sales leads) directly from your outlook.

installing the Outlook Add-In will streamline opportunity creation and show important data when you need it most.

Please Note: Our Outlook Add-In is optimised for Windows PC. Unfortunately our Add-In and installer are not yet compatible with Mac, tablets or mobile devices.

The following pages will guide you through installation and setup of Inbox Insights.

We also have a video on the key features of the Outlook Add-In that you can watch:

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