Invantive Business for Outlook

Invantive Business for Outlook: Access Business Data Directly in Microsoft Outlook

Invantive Business for Outlook is an add-in for Microsoft Outlook that allows users to quickly access business data from various sources directly within Outlook. It integrates data from ERP, CRM, accounting systems and Excel files into emails, calendar appointments and contacts.

What is Invantive Business for Outlook?

Invantive Business for Outlook is an add-in that seamlessly integrates with Microsoft Outlook to bring relevant business data directly into the Outlook interface. It eliminates the need to switch between multiple systems by connecting directly to data sources like ERP, CRM, accounting software, and Excel files.

With Invantive, users can view up-to-date information related to contacts, accounts, deals, tasks, and more within Outlook emails, calendar events, and records. Real-time data is pulled from connected systems and displayed in Outlook, ensuring users have the context they need before communicating with customers and colleagues.

Key features include:

• 360-degree view of accounts, contacts, deals etc. with quick access to related records
• Real-time data synchronization from various back-end systems
• Embedded KPI visualizations and reports in Outlook views
• Mail merge templates and QuickBooks invoices attached to emails
• Calendaring of activities from CRM and ERP systems
• Data validation rules to keep information clean and up-to-date

Overall, Invantive Business for Outlook boosts productivity by keeping relevant systems and data accessible directly within Outlook, cutting down on toggling between applications.

Invantive Business for Outlook Features

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