Microsoft Outlook is the email client in Microsoft 365, adopted by most companies for their business correspondence.
Your Outlook and Microsoft 365 emails land on the Charik contact record, with no BCC and no copy-paste. Keep using Outlook, the CRM fills itself in.
Microsoft Outlook is the email client in Microsoft 365, adopted by most companies for their business correspondence.
Every Outlook email exchanged with a CRM contact lands in their Charik history.
Open a record and the latest Outlook exchanges are visible. The rep starts prepared.
Write an email from a Charik record: it goes out through your Outlook account and the trace stays on the contact.
Only emails with CRM contacts are scanned. Your internal correspondence stays private.
A few minutes to set up, then it runs on its own.
One click to authorise Charik, no password shared.
Charik only listens to exchanges with your CRM contacts.
Past exchanges come in, new ones are added live.
Yes, both account types are supported through Microsoft OAuth.
The native connector is cloud-based (Microsoft 365 / Exchange Online). For Exchange on-premises, an API or a custom connector can be arranged with our team.
Yes, from your Microsoft account (Security, then authorised applications). Access stops right away.
The Microsoft Outlook integration is included in your Charik subscription, at no extra cost. A 7-day free trial, no credit card, to try it before you commit.
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