We are very excited to release CRM2Outlook LEADS for SugarCRM.  This plug-in for Microsoft Outlook is a time saving solution that automates the process of extracting email-based feedback forms or sales enquiries.

Typical uses include:

• You have an enquiry page on your website which people fill in and submit.  The enquiry arrives in your Outlook Inbox and you currently re-type the details into your SugarCRM database.
• You have an electronic questionnaire that is completed and the contents are emailed to you.  You re-type the results into your SugarCRM database.

CRM2Outlook LEADS automates these processes.  Any type of 'structured' email can be 'mapped' to fields in your SugarCRM database and set to automatically (or manually) extract the email content and create a new Lead or Contact in SugarCRM.

Although SugarCRM has a Web2Lead feature which integrates SugarCRM and a website form, many people do not wish to use this feature.  For example, they want to create a Contact and not a Lead or if the SugarCRM instance needs to go off-line for maintenance, potential enquiries will be lost using SugarCRMs Web2Lead form.

With CRM2Outlook LEADS all enquiries are handled through your Outlook email client so no enquiry is lost and you can choose where in your SugarCRM database the enquiry is created.

CRM2Outlook PRO which is due out later this year will provide advanced integration with MS Outlook.  This includes email archiving, contact/calendar synchronisation, 'active' lookup and much more.

Download your free 60-day trial here

We are pleased to announce the release of CRM2Word for info@hand CRBM.  This plugin connects your Microsoft Word 2007 and info@hand systems.  Produce letters, perform mail merges and print labels with ease.

With this release you can find information stored in Accounts, Contacts, Opportunities, Quotes, Leads and User tables.  More tables will be supported in future releases so please use the forum to request your preferences.

There is a free 30-day trial which can be downloaded here.

Our first plug-in for Microsoft Word and SugarCRM is available here.  With this plug-in you can connect Microsoft Word to your SugarCRM CE/Pro/Ent edition and perform a mail merge and print labels.

The plug-in currently only supports Microsoft Word 2007 running on XP, Vista and 7.  A version for Word 2003 will be released shortly.

Features:

• Merge data from Accounts/Contacts and Leads, Custom fields and Users
• Search across multiple tables (i.e. Find all accounts in an industry sector and select only CEOs)
• Search in custom fields
• Search by date and time
• Save searches

These are just a few of the features currently available.

In the near future additional tables will be supported including, Opportunities, Cases, Projects and Custom Modules.

If you would like to suggest an enhancement we would encourage you to participate in our new support forum where you can contribute ideas.

To Buy, Try or view the minimum prerequisites please go to our Buy Now page.  

Enjoy!