Are you looking to supercharge your productivity and simplify how you manage email and CRM? Act! Sidebar for Outlook is designed to revolutionise your workflow by seamlessly integrating essential CRM tools within Outlook. Whether you’re tracking emails, managing contacts, or scheduling activities, this powerful tool empowers small businesses to stay organised, build stronger customer relationships, and achieve more—all from one platform.
Why Use Act! Sidebar for Outlook?
Act! Sidebar for Outlook helps unify your communication and customer management in one place. No more toggling between platforms—everything you need is at your fingertips. Here’s how this powerful connection works:
- Email History Tracking
Automatically track and log email communications in Act! CRM. By linking emails to the relevant contact or opportunity, you maintain a complete history of interactions, making follow-ups faster and more efficient. - Calendar and Activity Sync
Keep your schedules aligned by syncing Outlook Calendar events with Act! CRM. From client meetings to project deadlines, ensure all your appointments are centralised and accessible. - Enhanced Contact Management
Update or create contacts directly from Outlook emails. This seamless data synchronisation ensures your contact database is always up-to-date. - Streamlined Workflow
Manage CRM activities directly within Outlook. You can schedule follow-ups, create tasks, or even view key customer details without leaving your inbox.
Take your CRM integration to the next level. Explore Act! Sidebar for Outlook today.
With these capabilities, Act! Sidebar for Outlook empowers users to seamlessly manage communications and CRM activities, boosting productivity at every turn. Learn how to set up Act! Sidebar for Outlook.
What’s New in Act! Sidebar for Outlook in Act! Premium v26.1?
Act! Premium v26.1 introduces exciting enhancements to Act! Sidebar for Outlook, focusing on usability and productivity improvements:
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- Refreshed Design: A cleaner, more intuitive interface for effortless navigation.
- Field Reorganisation: Key details are now logically arranged for quicker access.
- Layout Customisation: Personalise the sidebar layout to fit your unique workflow.
- Enhanced Capabilities:
- View associated opportunities directly in the sidebar.
- Create and edit notes seamlessly within Outlook.
These updates deliver a smoother, more tailored experience for desktop users. Take a closer look at the redesigned features and improvements in action here.
Explore our comprehensive knowledgebase article for additional updates, including enhancements and fixes in Act! Premium Desktop v26.1 update.
An upgraded Act! Sidebar for Outlook experience is coming soon to Act! in the Cloud.
