Sellsy CRM for Outlook

How do you set up the plug-in?

Go to the Office 365 Store.

Download it now for free and access your Sellsy contact data directly in your email: click here to install it, then click "Add."


Compatibility: The Sellsy plug-in for Outlook works with Outlook 2013 (desktop version) and Outlook for Office 365 (online version).

For a user administrator to integrate Sellsy with Outlook Exchange 2013:

  1. Log into your Outlook Exchange administration panel.
  2. Click on "Organization."
  3. Select "App" at the top.
  4. Click on the plus sign, and select "add with the store," which will lead the user to the Microsoft Office store.
  5. Look for the Sellsy app and click on "add" (or "install").
  6. Once the app is installed, Exchange will display a list of plugins. Click on "edit" on Sellsy CRM for Outlook and choose "activated by default."

For a basic user - And same goes for the web version OWA

  1. Log into your Outlook account. In Settings, choose the "manage apps" option.
  2. Click on the plus sign, and select "add with the store," which will lead the user to the Microsoft Office store.
  3. Look for the Sellsy app and click on "add" (or "install").
  4. Open an email. Click on "Sellsy CRM" in the grey bar on top of the email to connect the Sellsy account to Outlook Exchange. Enjoy the feature!

Once installed, the app is located at the top of your message.

Option 1 - If the email is recognized, the Sellsy App for Outlook lets you display customer information from you Sellsy CRM directly in Outlook (as seen below).

Option 2 - If the email is not recognized, you can either connect it to an existing record or create a new record.

The Sellsy CRM for Outlook plug-in will display detailed information directly from Sellsy, such as:

  • Your late invoices.
  • Your pending estimates.
  • Your tasks, with the opportunity to edit and add new tasks.
  • Helpdesk history (you can even create a new support ticket from an email).
  • Current opportunities, and/or create a new opportunity directly from the email.

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