Banckle is allowing developers to extend the functionality of their application by using free and opensource Banckle CRM plugin for MS Outlook. They can easily integrate this plugin by using Banckle CRM .NET Wrapper or Banckle Restful APIs. For now, this plugin is available only for Outlook 2007 version but very soon it will be available for Outlook 2010 and 2013 version.
By using this free Banckle CRM plugin for Outlook users can easily integrate all their contacts with Banckle CRM app without changing their application or workflow. Every new contact you add in Outlook is captured and organized within your Banckle CRM account so you can more easily manage and share important information. And your customer profiles and account data always stays timely and accurate. With this plugin you can synchronize contacts between Microsoft Outlook and Banckle CRM.
How to install Banckle CRM on your MS Outlook?
- Please download the latest version from GitHub
- Close MS Outlook if it’s open.
- After running setup.exe Banckle CRM Setup Wizard will start.
- After the Welcome screen, select the Installation Folder, Confirm the Installation and Wait for the installation to complete.
How to use Banckle CRM for MS Outlook?
After the installation, open MS Outlook and Notice Banckle CRM toolbar.
- Go to Settings and Save Banckle CRM API Key.
- To synchronize Contacts use the Sync button from Banckle CRM Toolbar.
- To login to Banckle CRM site press Banckle CRM button.
Newly added documentation pages and articles
Some new tips and articles have now been added into Banckle documentation that may guide you how to use Banckle apps for performing different tasks like the followings.
Overview: Banckle CRM App
Banckle CRM Application allows you to manage all of your CRM tools in one place. Banckle CRM provides you easy online customer relationship management (CRM) tools for busy and dispersed teams. Stay in touch with colleagues and customers, manage tasks and view the pipeline, all in one place. Get a real time picture of your business, right on your web based CRM application dashboard. See instant updates about the total pipeline value, sales teams’ activities and customer communication. View personalized to-do task list for every team member, keeps everyone focused and gets things done.
More about Banckle CRM App
– Experience Banckle CRM App in the real-time
– Homepage of Banckle CRM App
– Post your technical questions/queries to Banckle Forum
– Receive notifications about latest news and supported features by subscribing to Banckle blog
Contact Information
Suite 163, 79 Longueville Road
Lane Cove, NSW, 2066
Australia
Banckle – Customer Service 2.0
Phone: +1 214 329 1520
