Microsoft-aware selling
Designed for Outlook and Exchange motion rather than Gmail-only teams.
- Microsoft OAuth
- Calendar handoff
- Account context
- Template insertion
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Outlook Add-in
Give Outlook sellers the same CRM intelligence, tracking, and template controls.
A Microsoft-first workflow for teams that rely on Outlook, Exchange, Microsoft 365, and calendar coordination.
Built for
Enterprise sales, account management, and customer teams standardized on Microsoft 365.
Schematic of CRM.me context beside an inbox thread
Inbox
Sent
Tracked
Snoozed
Compose
Tracked
How it works
From signal to action
- 1
Connect Microsoft
Use Microsoft OAuth to connect mail, calendar, and account context where configured.
- 2
Work inside Outlook
Select CRM templates, review record context, and send tracked messages.
- 3
Route signals
Email engagement, replies, and meeting context flow into dashboards and alerts.
Governed tracking
Let admins standardize how sales engagement is logged and monitored.
- Open tracking
- Click tracking
- Document views
- Activity history
Enterprise fit
Supports the admin and audit expectations of larger teams.
- Admin console
- Role-aware access
- Audit trails
- Security settings
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