Outlook Customer Files
Outlook customer files provide detailed customer information as well as tools for contact management.
Customer Profiles in Outlook
TrackerSuite.Net is a 100% Web based solution that can be surfaced in Microsoft Outlook. It provides a secure, customer directory which simplifies CRM. Whether they are working in or out of the office, project managers and account representatives can look up customer information and contacts from any location over the Web or within their Microsoft Outlook client. This directory is searchable, and can be filtered by industry, company status and manager.
TrackerSuite.Net does not require Microsoft Exchange. It may hosted in your organization's private Cloud, or delivered as a service from Automation Centre.
TrackerSuite.Net provides detailed customer profiles. These profiles allow project managers and staff to quickly review important information, including primary contacts and important project documents and spreadsheets, and coordinate customer activities such as appointments, phones calls and emails.