CRM by stealth
Connect for Client Engagement empowers law firm business development and marketing teams to collaborate and take action on clients, opportunities, campaigns, and their favourite records in Peppermint Client Engagement (CRM), without leaving the comfort of Outlook or Microsoft Teams.
Connect for Client Engagement provides a Microsoft native user experience that empowers your business development and marketing team to:
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Unlock the ability to access and action against Peppermint Client Engagement records from Outlook and Microsoft Teams and enjoy an enhanced, responsive user experience that eliminates the need to switch between applications.
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Create channels correlating to Peppermint Client Engagement records and launch meetings, chats, or manage documents in channel tabs from the Microsoft Teams application.
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Leverage contact intelligence in Outlook, and create emails and attachments that are saved directly to Peppermint Client Engagement records as well as your document management system. Review and approve PDFs seamlessly from Outlook and Microsoft Teams.
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Fill in blanks on client data and add contacts to marketing lists directly from Outlook.
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Leverage the client dashboards you use most from within Microsoft Teams.
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In Outlook or Teams, seamlessly navigate to what’s happening in an account or client record, such as lawyers connected to a client.
Book a demo
Ready to get started with Peppermint Connect? Enquire about our current offers and request a demo today.