Outlook / Office 365 integration OnePageCRM

Keep your sales process moving with Outlook / Office 365

Horray! OnePageCRM’s powerful bulk email send and templates is now available for Outlook / Office 365 Mail users. You can now reach more prospects in less time while still keeping that authentic feel! Unlike Marketing emails, emails are sent from your own email client making sure they get to your inbox faster than your competitors. We’ve also included a super feature – the option to personalize bulk emails with a phrase whilst yet working from your template. What’s not to love. Check it out for yourself!


How to set up Outlook / Office 365 Mail

To connect, simply open a contact, click on an email address and you’ll be given the option to connect up your account.

Or go to Apps > All integrations > Email and select Outlook / Office 365 from the dropdown. Once configured, you’ve got the option to update your preferences and add an email signature. Click here to see the full details.

The 3 steps to Sales Euphoria!

  • Creating your templates
  • Select your contacts in bulk
  • Add the human touch by adding a personal phrase to individual emails


Save time with Email Templates

What’s not to love when it comes to email templates. Templates and bulk emails go hand in hand to speed up your workflow. To set them up simply go to Apps > All integrations > Email > Templates > + New Template. Add your content and save, it’s that easy. You can even add your variables like First Name, Last name, Organization etc to ensure that it stays authentic.

outlook email templates OnePageCRM

Send emails in bulk!

Do you send lots of repetitive check-in emails to your sales prospects? Using OnePageCRM’s bulk email send for Outlook / Office 365, you can now save time sending these emails. Simply click on a saved filter or manually select contacts from your Action Stream or Contacts list. The bulk toolbar will become visible and select Message > Send email…, draft your email or choose from one of your templates and hit send. What’s more is that you can use the ‘Edit individually’ feature if you wish to add that extra magic human touch.

OnePageCRM bulk emails

Add a personal touch with Super Personalization

And now the wow factor, the sweetest ingredient of them all – super personalization. You can now tweak individual emails to give them a more personal touch. So how does it work….Once you’ve selected your contacts, and chosen your template, you can then “Preview” and “Edit individually” so you can add in that extra touch like “Great to meet you at the National Sales Expo recently” and then use the rest of your template. Easy!

Add personalization in emails


Benefits of connecting Outlook / Office 365 with OnePageCRM

Cold Calling Value

Faster follow up process
OnePageCRM’s Outlook / Office 365 bulk email send will save you time and enable a faster and more efficient follow up process. Now you can send 100’s of emails in the same time it would take to send one. Nice eh?

Increase deliverability
We all get inundated by emails everyday, many we don’t even open! Ensure your email doesn’t fall into this category or worse still is stuck in spam. Unlike Marketing apps, OnePageCRM’s Outlook / Office 365 bulk email send emails are sent from your own email client therefore increasing the likelihood of your emails been delivered and opened! Sales people need sales tools not email marketing apps and that’s what we’ve created!

Better overview of emails
Easily view email correspondence between sales reps and prospects or customers. Your outbound emails will automatically be saved under the contacts activity timeline. So the next time a contact calls unexpectedly you’ll have all the relevant details at hand! No more back and forth between your email client and your CRM!

Improves Communication

By storing emails in OnePageCRM, it ensures all team members are kept in the loop about upcoming deals and related emails. For example, your team member offered a discount to a customer over email and the customer calls you to proceed with the order, you can quickly pull up the contacts details and check email correspondence to confirm this. No second guessing needed!


What’s more, using email templates means your sales team can send a consistent message to all leads and prospects thus reducing communication barriers and ensuring all the team are singing off the same hymn sheet!


So what are you waiting for, connect your Outlook / Office 365 mail account to OnePageCRM today!

As with all our updates, we’re excited to hear your feedback. Let us know by tweeting us @OnePageCRM #AskOnePageCRM, comment below or contact me at evelynod@onepagecrm.com.


Looking for a proven sales tool to help you close more deals? Sign up for a free 21-day evaluation of OnePageCRM and see how our Next Action Sales method can help you get sales done! blog-content-upgrade-CRM