Added value

RamBase add-in for Microsoft Outlook

Overview

RamBase add-in for Microsoft Outlook helps you manage customer communication, documentation, and follow-up activities directly from your inbox.

Connect emails and attachments to relevant records in RamBase Cloud ERP, keep CRM data up to date, capture new business opportunities, and ensure important information is stored where it belongs.

Key Benefits

  • Increase productivity by working directly from Outlook

  • Reduce manual administration and duplicate data entry

  • Improve visibility across customer communication and activities

  • Keep business information accessible and organized

  • Strengthen collaboration across teams and departments

Key Capabilities

  • Synchronize contacts and customer accounts

  • Link emails and attachments to projects, orders, and records

  • Register leads and opportunities from incoming emails

  • Create and assign tasks with priorities and deadlines

  • Archive correspondence directly in RamBase

More info

Built by:

RamBase

Compatibility:
RamBase Cloud ERP

Add to your Outlook

This add-in is only relevant for paying RamBase customers. For customers of RamBase there will be no extra cost for using this add-in.

For more information and how to add this to your inbox, please visit our knowledge Center.

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