Build stronger relationships with Microsoft Customer Manager

Track customer interactions and grow relationships with easy-to-use CRM capabilities right within Outlook.

Share customer details, plus track deals in progress and associated tasks in Outlook

View customer details, plus track deals in progress and pending tasks in Outlook Customer Manager. Share information with team members to keep everyone on the same page.

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Bring back customers with easy-to-use email marketing in Connections

Send newsletters and announcements that look professional, regardless of the devices they are viewed on. Create mailing lists, track open and click rates for your marketing emails, and add easy options to join the mailing list or unsubscribe with a few simple clicks.

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Bring in new business by asking customers for referrals

Ask existing customers to refer your business to family and friends with the referral marketing capability in Connections. Offer referral discounts to customers, and track how well your marketing is working.

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Make sure your business is found online with Listings

Maintain up-to-date business information on top sites such as Facebook, Google, Bing and Yelp, so customers can find you. Create new business pages, connect to existing ones, and track views/reviews/ratings—all from one place.

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Enable customers to book appointments anytime with Bookings

Give customers a self-service web page to choose services and book appointments with your business. Add your services and booking page to your business page on Facebook.

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Generate professional invoices and estimates with Invoicing

Create professional-looking invoices and estimates in a few clicks, and easily set taxes and discounts. You can also sync customer lists and transfer invoicing information to QuickBooks.

Accept credit and debit cards online

Get paid fast by connecting your PayPal account in Invoicing to accept credit and debit cards online. Track overdue and partially paid invoices, and resend invoices at the tap of the finger.

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Manage customer appointments and schedule staff with Bookings

Enable customers to book appointments anytime through your web page or Facebook page. Or simply add appointments received over phone into Bookings. Send confirmations to customers and staff, and enable changes to existing appointments.

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Engage your Firstline Workforce with StaffHub

Help shift workers manage their workday with schedule management, information sharing, and the ability to connect to other work-related apps and resources.

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Automatic mileage tracking with MileIQ

Automatically log miles and create a complete record of your tax-deductible and reimbursable mileage. Use advanced features like bulk classification to create a tailor-made mileage experience, so frequent travel miles can be automatically classified.

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Manage business apps centrally from the Office 365 Business center

Access business apps—Connections, Bookings, Invoicing and more—and track business progress from a single dashboard in the Office 365 Business center. Monitor key metrics, like online impressions, mailing list subscriber growth, outstanding invoices, and customers appointments.

Control who has access to your business apps and data

Access to business apps, customer lists, and financial information is restricted by default. You receive a notification to allow access when an employee asks for permission.

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Meet face-to-face from anywhere

Get notified of the latest activities and suggested actions across the apps, so you can act on outstanding invoices and unsent marketing campaigns.

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Maintain up-to-date list of business contacts

Sync contacts directly from Google, Outlook, and QuickBooks, or anywhere else with *.csv import capability. Because the business apps are built to work together, customer lists and business profile are automatically updated in each app.

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