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  2. Followup + Email Integration

Outlook Plugin Overview

Inputting information into the Followup system is easy.


To download the Outlook Plugin, click here. 


With the Outlook plugin, you can create new projects, companies, and contacts directly from your email.

Project 1


When you create a new project, you're also able to update all of the project data, sales behavior, record details, and company information directly from this screen.

Project 2


After you saved the project, you're also able to sync emails and documents directly into the CRM.

Project 3

When you click View in CRM, that opens up your project page for that particular project in your own CRM system.

Project 4


Happy Selling!




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