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Swiftpage's New Act! Outlook Add-In Streamlines CRM Use

By - Source: Toms IT Pro

Swiftpage, the company that makes the popular small business customer relationship management (CRM) software Act!, announced the release of a new Outlook add-in. Available from the Microsoft Office Store, the Act! Outlook add-in offers the ability to integrate functionality between Act! and Outlook without having to leave the Outlook interface.

"Our customers have expressed to us that working smarter and increasing their people’s productivity is high on their priority list. With this in mind, we are always looking for ways to focus our development around people and how Act! can give them back more time to focus on their customers and interactions," said Lorcan Malone, COO of Swiftpage. "The Act! Outlook Add-In ensures our users can work smarter by always having the most up-to-date customer and prospect information at their fingertips."

The new Outlook add-in allows users to add new, or existing, Outlook contacts directly into Act! just by clicking a button inside of an Outlook email, eliminating the need to toggle back and forth to ensure a contact is added in both places. In addition, the add-in allows users to record an Outlook email into the history section of the Act! record with a single click, as well as schedule new activities in Act!, such as when to follow up with someone.

From the other direction, users can also access data from Act! while within the Outlook interface. While writing an email, for example, a user can view details of past calls or emails stored within the Act! CRM, ensuring that the user has the proper information for the email being composed. Without the plugin, the user would need to switch back and forth to read the data in Act! and then go back to composing the email.

As an available add-in in the Microsoft Office Store, the Act! plugin is easily installed by users of Microsoft Office without complicated downloads, installs, or configuration. 

Additional information is available at