Outlook integration tool
Looking for a recommendation for an outlook integration tool to CRM. Mainly used for fundraisers to help enter and edit interactions and steps on a plan. Anyone have a preferred vendor ?
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Comments
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@Nila Middleton we have used Zuri Group's tool and it has worked well for us so far!
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@Nila Middleton We use the Zuri Group Tool
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@Carrie Davis @Mike Cicerone Does Zuri Group's tool work with Outlook 365?
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@Mitchell Gibbs It does
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@Carrie Davis @Mike Cicerone @Mitchell Gibbs - are any of you self-hosted and are you using BBCRM SSO by chance? Wondering if the Zuri Outlook Intergration works with SSO. Thanks!
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@Kami Ward we are not self hosted…
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@Kami Ward
We are not self hosted.0 -
Do either of you use SSO?
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