LinkPoint Connect streamlines data entry and access by enabling users to instantly view CRM data within their email client. Record emails, create new contacts, and sync content to your CRM directly from your email client.
The Fall ‘15 release is designed to provide LinkPoint Connect users with enhancements that make it even easier to work productively within email.
You spend most of your time working with email. It’s how you reach out to prospects and nurture your pipeline. But you need to add the info to your CRM, too. Every single email, appointment, task, contact, lead – you flip flop constantly between email and CRM, CRM and email. Copying and pasting data…when you remember to, hopefully getting it right.
Stop switching systems. Easy email to CRM integration with LinkPoint360 puts an end to flip flopping, relieves data headaches, and ignites your productivity – saving you time and money!
Record emails to your CRM with just a few clicks.
Create new contacts instantly from an email signature.
Automate your data sync based on your needs and schedule.
Schedule items on your email calendar and sync them to your CRM automatically.
Include content as email attachments directly from your CRM document library.
"Easy to set up, does far more than I ever expected, and makes my CRM simple to use. Very highly recommended."