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ConstructionCRM's Outlook Suite creates a live, two-way connection between Microsoft Outlook and your CRM. Emails auto-log. Calendars stay in sync. And you can capture correspondence from any email client with a single BCC. No manual entry required.
Your team is in Outlook all day. The CRM is a separate window. Logging an email means switching context, finding the right record, and filling in a form. When a tender deadline is approaching, that step gets skipped. The activity history becomes fiction.
Site visits booked in Outlook don't appear in the CRM. CRM appointments don't show in Outlook. Your team maintains two diaries and reconciles them manually. Clashes happen. Prep gets missed. A site visit with a Main Contractor's procurement lead goes unmarked in the client record.
After a call, the next one is already coming in. Logging happens hours later, from memory, if it happens at all. By the time a manager reviews the account, the activity log shows a gap of two weeks on a live tender. The call happened. The record says otherwise.
The Outlook Suite is not a plugin that sends data one way. It is a set of four distinct components that together deliver deep, bidirectional integration with your email and calendar infrastructure.
Installed directly on each user's machine, the Add-In integrates Outlook with your CRM at the desktop level. Email logging, calendar sync and call capture all happen from within the Outlook interface your team already uses. No new window. No context switching.
The server-side component that handles your Exchange or Office 365 integration at the infrastructure level. The Hub enables meeting sync and bidirectional calendar integration: meetings created in Outlook appear in the CRM Calendar, and CRM actions with dates appear in Outlook.
Handles outbound email processing for the integration. Your SMTP server is configured once at the system level. The Queue Processor then manages the flow of outgoing emails between Outlook and the CRM, ensuring every relevant message is captured and filed correctly.
A passive email capture layer that works from any email client. Configure a shared BCC address for your CCRM instance. Any user who adds this address to a BCC or CC field triggers automatic logging of that email against the correct company record. No Outlook required.
The Mailbox Listener is the simplest email capture mechanism in the suite. A single shared email address is configured for your CCRM instance. Any user on any email client who adds that address to a BCC or CC field on any outgoing email will trigger automatic logging against the correct company record. No login to the CRM. No form to fill. The system matches on the recipient's email domain and files the correspondence immediately.
ConstructionCRM builds the installers, deploys the server-side components remotely and installs the Outlook Add-In on the first batch of user machines under supervision of your IT representative. Your IT team then rolls out the Add-In to remaining users. There is no lengthy integration project and no third-party system integrator required.
Our clients see their CRM as a competitive advantage, which is why most prefer to stay anonymous.
We'll show you exactly how the Outlook integration handles your setup, your email infrastructure and your team's workflow. Come with real questions. We know construction well enough to answer them properly.
We'll show you how the Outlook Suite integrates with your email infrastructure, your team's workflow and your CRM records. No generic slides. No wasted hour.