• Get a single enterprise-wide view of your customers and prospects
  All data is stored in one common location – no more hunting around for the information you need. And this data is always available to your whole team.
• Organize at the Company or Account level
  Companies are stored and tracked distinct from individual contacts, allowing you to be organized around your Accounts – with links to all of the contacts at that company.
• Store the exact information you need
  Both “Company” and “Contact” forms are fully customizable to match your organization's business objectives.

• Track leads from all sources
  Whether a prospect originates from the web, an inside sales phone call, or an outside sales visit, TeamScope CRM™ for Outlook® allows you to track all selling activities, in all channels so you have a detailed prospect history and a clear picture of your next action.
• Manage a pipeline of opportunities from lead to close
  A fully customizable Opportunity form provides you the basis for managing your prospective sales.
• Incorporate your sales methodology
  Fully customize your sales stages and milestones to fit your sales process.

TeamScope CRM™ for Outlook® automatically logs your e-mail correspondence as you work. It can even create a new Company and Contact record from an e-mail with just one button click.

• Generate follow-up tasks, appointments, and reminders
  As you record your activities you can easily create and assign follow-up Tasks and Appointments with reminders.
• Process web forms
  Effortlessly process forms coming from your web site, extracting and filing the relevant data.
• Boost your Microsoft Outlook use
  TeamScope CRM™ for Outlook® enhances your daily Microsoft Outlook use in many ways, with features like Reply Templates, Advanced Contact Search, Shared Categories, and more.
• Work seamlessly with other applications
  TeamScope CRM™ for Outlook® is fully integrated with a number of popular business programs, including Microsoft Word, PaperPort Deluxe, and QuickBooks.

• Manage in real time with Outlook Views
  Many people like to manage directly from Outlook's flexible Views, which let you see, sort, group, and filter your information live, without having to resort to separately-produced reports.
• Get consolidated data with Dashboards
  TeamScope CRM™ for Outlook®'s Digital Dashboards let you see all relevant data for a Company, Account, Opportunity or Project in one place, on one screen.
• Powerful reporting capability at the ready
  With the optional TeamScope CRM™ for Outlook® Administration module, you can tap the full power of the Microsoft Access report designer to build sophisticated reports and charts tailored to meet your specific needs.

• TeamScope CRM™ for Outlook® is always available to your users, connected or offline
  Because it runs within the Microsoft Exchange environment, TeamScope CRM™ for Outlook® is fully functional even when run offline, away from the office.
• PDAs? No problem
  TeamScope CRM™ for Outlook®'s architecture ensures that your appointments and tasks are available for transfer to any PDA device that works with Outlook.

• Leverage your investment in Microsoft Exchange
  TeamScope CRM™ for Outlook® leverages your existing financial investment by using Microsoft Exchange as its data store – no other databases or servers are required or used.
• Leverage the familiarity of the Microsoft Outlook environment
  TeamScope CRM™ for Outlook® leverages your Outlook deployment because it operates wholly within the familiar Microsoft Outlook interface.

• TeamScope CRM™ for Outlook® works "out of the box"
  The TeamScope CRM™ for Outlook® Startup Wizard gets you up and running within minutes of installing the software.
• No new, separate program to learn
  Because it operates completely inside of Microsoft Outlook, the TeamScope CRM™ for Outlook® learning curve is short and your users' comfort level high.
• You need only set up your desired options once for all users
  With TeamScope CRM™ for Outlook®'s Shared Options capability, you can centrally define program options and configuration, then bring additional users onto the system as you are ready.