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Profit4 ERP software Microsoft Outlook email integration

Sync your Outlook emails with Profit4

Unlock a more efficient and productive way of managing your business tasks with our Outlook integration with Profit4.
Watch a 3-min demo

Profit4 ERP software Microsoft Outlook email integration

Sync your Outlook emails with Profit4

Unlock a more efficient and productive way of managing your business tasks with our Outlook integration with Profit4.
Watch a 3-min demo
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Improve customer satisfaction

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Reduce human error

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View full customer email history

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Send automated emails

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Sync emails with Profit4

Overview

Streamline your workflow like never before with the Outlook integration; transfer emails and email content into Profit4. Whether you're in the process of creating sales orders, generating quotes, crafting purchase orders or managing tasks and new customers, our Outlook integration ensures that information seamlessly populates from your Outlook account into Profit4.

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Key features

  • Effortlessly transfer emails and email content into Profit4
  • Accelerate your sales order, quote and purchase order creation process
  • Easily manage tasks and customer information
  • Reduce manual data input, reducing errors, saving you valuable time
  • Attach email manually to a selected customer, supplier, contact or document
  • View full email history
  • Option to copy the body of an email into a note

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Easy contact management

When a user selects an email the Outlook integration will be able to identify companies and contacts using either the to or from email address. If one or more contact is found, then the user will be able to select which contact is linked to the email. If a contact cannot be identified, the user will have the ability to create a basic customer record in Profit4, pre-populating the name and email details.

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Seamless ordering process

When adding a sales order, purchase order or quote you can populate customer or supplier details from your identified contact. You can then launch in your browser to open Profit4, providing you with the full order-entry experience. You will also be able to attach a copy of the email to the document as well as to the customer or supplier.

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Frequently asked questions

I already have a website will Profit4 integrate with that?
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Profit4 will fully integrate with WooCommerce, Adobe Commerce, Shopify, BigCommerce, EKM Powershop and GOb2b websites.

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To find out how our Profit4 ERP software can transform your business, arrange a call-back with one of our ERP Consultants.

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Frequently asked questions

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