Sharing Data with Microsoft Outlook and Microsoft Word

You can coordinate or share certain types of Info Center and activity data with the other software applications that your firm uses. Ajera CRM offers ways to share data with Microsoft products.

Microsoft Office Integration

The Integration utility allows you to integrate Ajera CRM information with Microsoft Word and Outlook. This includes sharing client, contact, lead, and activity information; inserting Ajera CRM opportunity record information or text library text into PowerPoint presentations; and searching text library records for data to include in Word documents. You can also automatically generate Ajera CRM clients, contacts, and activities, and even search the database directly from your desktop.