TeamScope CRM™ for Outlook® operates completely within the Microsoft Outlook interface that your team is already familiar with – translating to a high comfort and convenience level, and low learning curve, for your users.

When used in a shared setting, TeamScope CRM™ for Outlook® relies exclusively on Microsoft Exchange as its data store; no other databases are used. This allows all team members to have access to the same set of shared information – and no server setup, or synchronization with external data, is required.

The TeamScope CRM Toolbar acts as the central hub to manage your contacts and communications, allowing you to easily create and process e-mails, calls and other activities - automatically and intelligently linking them to their related contacts, company, and team member.

By automatically synchronizing customer information stored in the TeamScope CRM folders with your Personal Folders in Outlook, you can use the synchronization software included with your PDA or mobile phone to maintain your CRM information when you are on the go. TeamScope CRM™ for Outlook®'s data management means that your TeamScope CRM™ information, or a subset that you choose, is available on your Pocket PC, Palm, Blackberry, or other handheld, using your normal synchronization process.

With TeamScope CRM™ for Outlook® at work, your users can finally take control of their Inboxes. The software stores and tracks both incoming and outgoing messages, all tied to the related contact. Optional Automatic E-mail Processing means that when you send an e-mail, the program automatically asks if you want to share the message with your team through the centralized folders.  You can also process web forms and other formatted e-mails with ease.

While Microsoft Outlook is centered only around individual contacts, TeamScope CRM™ for Outlook® allows you to focus at the Company or Account level. The software gives you the ability to build Company/Account records, with individual Contacts automatically linked to their related Companies.

TeamScope CRM™ for Outlook® lets you track all contact activity, at both the company and individual level. This means that your team members have at their fingertips a complete record of phone calls made and received, e-mails sent and received, meetings held, letters sent, and more.

Track and manage each of your opportunities through its sales cycle. The software lets you define the entire sales process to match your own, since the steps of the process, as well as the opportunity form itself, are completely customizable. And you can view your sales funnel graphically at any time.

As you use the system, TeamScope CRM™ for Outlook® lets you effortlessly create follow-up tasks and appointments, each linked to the relevant contact. And because the software operates within Outlook and Exchange, these commitments are automatically integrated into users' existing calendars and task lists.

Unlike most other systems that require the use of specific forms and restrict you to a limited set of custom fields, TeamScope CRM™ for Outlook® allows for the complete customization of Outlook forms to meet your organization's specific needs.

TeamScope CRM™ for Outlook®'s built-in Mail Merge lets you target selected contacts and send customized e-mails or letters to each (in plain text or HTML format). You can choose to have the software keep a record for each contact of all information sent. And you can personalize your mailings using any data fields within your contact information.

Manage your projects from start to finish. Link any number of different contacts, tasks, appointments, and activities to a given project. And the project tracking form can be completely customized to meet your team's specific needs.

TeamScope CRM™ for Outlook® uses Microsoft’s Digital Dashboard™ technology to bring together, on one screen, unified views of the information that is most important to you at each moment. This powerful combination of web browser technology plus Outlook allows you to customize the display of information to meet your specific needs.

Save time by creating any number of pre-formatted templates, in text or HTML format, for use in e-mail replies, mass mailings, etc. Templates support a sophisticated field mail merge capability as well.

Used in conjunction with Exchange public folder security, this feature allows you to establish several independent workgroups so that unauthorized users in one group cannot see information in the other groups.

Create customer support, purchase orders and other workflow-enabled tasks directly from TeamScope CRM™ for Outlook®. TeamWork™ tasks are automatically linked to the contact and company records and are accessible from the View Activities and Linked Items features.

TeamScope CRM™ for Outlook® is integrated into Microsoft Word and ScanSoft's PaperPort Deluxe, so your Word and scanned documents can be easily filed with the appropriate contact. The system is also integrated into the popular QuickBooks accounting package.

An optional add-on product, TeamScope CRM™ Reporter, is available for those with serious reporting needs. Reporter transfers all or selected portions of your TeamScope CRM™ for Outlook® data into Microsoft Access, where you can then create sophisticated reports and perform robust data analysis.

For those migrating existing data from ACT!, Goldmine, or Maximizer, we have available automated conversion utilities that extract all of your existing information and place it into TeamScope CRM™ for Outlook®. Additional tools are also available for cleaning up and merging your current Microsoft Outlook information.