The Legrand CRM Outlook Add-in and Gmail extension are key productivity tools that provide a live connection between your email and your CRM data. You can immediately action an important email, be it a hot new lead or an urgent request from a major customer.
Transfer emails from both Outlook and Gmail to Legrand Cloud CRM. Emails are attached to contacts and accounts as Activity Notes – making it easy for you to get the full picture of your customer interactions.
Legrand Cloud CRM integrates with the two most popular small business cloud accounting systems: QuickBooks Online and XERO. Our seamless integration enables your sales team to easily convert leads into accounting customers and, subject to user permissions, to view a customer’s Aged Balances and drill down into sales transactions.