Start state
Connect Microsoft
Use Microsoft OAuth to connect mail, calendar, and account context where configured.
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Production workspace access is gated while the CRM data plane is being rebuilt.
Request accessOutlook Add-in
Give Outlook sellers the same CRM intelligence, tracking, and template controls.
A Microsoft-first workflow for teams that rely on Outlook, Exchange, Microsoft 365, and calendar coordination.
Built for
Enterprise sales, account management, and customer teams standardized on Microsoft 365.
Availability
Package verified; AppSource review pending
The Outlook add-in package is present for local verification and sideload preparation. HTTPS hosting, Outlook tenant QA, and Microsoft AppSource review remain external gates.
pnpm outlook:verifyOutlook sideload QAMicrosoft AppSource review
Outlook side panel
Account context loaded
Account healthActive
Next stepSchedule follow-up
TemplateRenewal check-in
Product Theater
Inspect the workflow before signup
Each step shows the start state, CRM.me action, result state, and proof language for this product route instead of relying on generic feature copy.
Outlook side panel
Inbox
Sent
Tracked
Snoozed
Compose
Tracked
Outlook side panel
Account context loaded
Desktop, tablet, and mobile route captures · poster outlook-addin-taskpane.png · fallback outlook-addin-taskpane.png
Interface preview, not release proof
CRM.me action
Connect Microsoft
Use Microsoft OAuth to connect mail, calendar, and account context where configured.
Result state
Active
Account health moves into the product surface without losing record context.
Proof
Use production Microsoft OAuth credentials before launching connected workflows.
Avoids fake Microsoft marketplace approval claims.
Workflow
How the workflow moves from signal to action
Every page maps to shipped CRM.me surfaces or explicitly calls out the production credentials required before a workflow goes live.
1
Connect Microsoft
Use Microsoft OAuth to connect mail, calendar, and account context where configured.
2
Work inside Outlook
Select CRM templates, review record context, and send tracked messages.
3
Route signals
Email engagement, replies, and meeting context flow into dashboards and alerts.
Microsoft-aware selling
Designed for Outlook and Exchange motion rather than Gmail-only teams.
- Microsoft OAuth
- Calendar handoff
- Account context
- Template insertion
Governed tracking
Let admins standardize how sales engagement is logged and monitored.
- Open tracking
- Click tracking
- Document views
- Activity history
Enterprise fit
Supports the admin and audit expectations of larger teams.
- Admin console
- Role-aware access
- Audit trails
- Security settings
Claim Guardrails
Source-verifiable launch copy
These pages avoid fake customer counts, fake certification language, fake marketplace approval claims, and unsupported revenue-lift claims.
Use production Microsoft OAuth credentials before launching connected workflows.
Avoids fake Microsoft marketplace approval claims.
Connects to the same CRM.me dashboard and analytics layer as Gmail.
Related Workflows