Gartle CRM add-in features
Gartle CRM adds CRM-centric features to Outlook.
The add-in combines all Outlook assets like goals, potentials, tasks, events, contacts, and emails at a single CRM tab.
The asset menus contain ready-to-use filters and views to activate Outlook folders in one click.
This helps to be focused and saves time on filtering data.
The email form region shows the previous sender's emails that helps to remember topics in one look.
You can open such emails in one click.
Also, the add-in applies contact's categories to incoming messages. So, you immediately see emails from your accounts, customers, and leads.
Of course, you can create more categories for your needs.
The add-in allows creating emails using templates from the ribbon and context menus that saves your time.
The add-in is available in English, French, German, Italian, Russian, and Spanish.
You can adapt element names to suit your terms.
Refer to the online help to learn all the features.
Feature Comparison by Editions
|Feature||Free Edition||Enterprise Edition|
|The customizable CRM tab with all Outlook assets in one place||✓||✓|
|The asset menus with automatic ready-to-use filters and views||✓||✓|
|The email form region with the sender's previous emails||✓||✓|
|Applying contact's categories to incoming messages||✓||✓|
|Extending the contact context menu to create email messages based on templates||✓||✓|
|Synhronizing Outlook data with Microsoft SQL Server databases||x||✓|
|Lifetime license, per computer, USD||Free||$30|