- ProgressCRM
- Interfaces, modules and add-ins
- Windows interface
- Web Service interfaces
- Events module
- Membership module
- Sales Order module
- Sponsorship module
- Accounts Link module
- Card Payments module
- Dashboard
- Direct Debit module
- email add-in
- Helplinepro module
- Legacy module
- Light Up A Life module
- Major Gifts module
- Refiner add-in
- Segmentation module
- Supporter Journey Module
- BankFinder add-in
- TaskCentre add-in
- Currency Conv add-in
- Inbound SMS add-in
- Outbound SMS add-in
- Postcode add-in
- Postcode Plus add-in
- Translation add-in
- ZipAddress add-in
- Mailsaver add-in
The ProgressCRM add-in extends Microsoft Outlook to allow full integration with ProgressCRM's contacts database and Contact History records.
It features an easy-to-use toolbar that integrates into your familiar Microsoft Office interface. Many organisations have fundraisers and marketing staff using the ProgressCRM database on a daily basis, for some users this being the only screen they use all day.
But many others within the organisation also email the same supporters and contacts, and may or may not have access to ProgressCRM.
This email add-in will enable users to update Contact History without actually having to use ProgressCRM.
- Eliminates duplication of work
- Powerful and fast search options
- Automatic update of contact history
- Extensive Security criteria
Installation
The add-in is installed using a simple setup program undertaken by either your organisation's database System Administrator or one of our consultants. Your PC will need version 3.5 of Dot.Net Framework installed.
