Your inbox, on the record.
TellMyCRM adds a panel inside Outlook. It saves customer emails to your CRM, writes drafts in your voice from your company’s knowledge and the email history, writes up Teams meetings, and spots a new deal in the email you are reading.
Approved by Microsoft and on Microsoft Marketplace. Outlook for Windows, Mac and the web, with Microsoft 365. Pro, £39: Core £19 plus £20 Outlook & Teams.
Four jobs, inside Outlook.
Emails saved, without a click
When you send or receive an email, and the other person is in your CRM, the email is saved on their record and their deal. Email with anyone else is not opened. This part is in Core, £19.
Drafts in your voice
TellMyCRM can reply to the email you have open, write a new email, rewrite what you have typed, or forward with a note. Every draft goes into your Drafts folder. TellMyCRM never sends it.
Teams meetings summarised
TellMyCRM writes up what was agreed and who promised what by when. The write-up goes on the deal, every action becomes a task, and the follow-up email waits in your Drafts.
New deals spotted
When an enquiry arrives from someone not yet in your CRM, TellMyCRM spots it. One click creates the contact and the deal. Emails from your own company are never treated as new deals.
Drafts that know your company, and theirs.
- 01
What your company knows
Your website and the documents you choose to share, set up once for the whole team.
- 02
The emails so far
What has already been said with this customer, so the draft picks up where the conversation left off.
- 03
The customer’s own website
When a new deal appears in your CRM, TellMyCRM reads the customer’s website, so the draft speaks to their business.
- 04
It tells you what it could not answer
Under a draft, TellMyCRM might say: Your material doesn’t cover: delivery times to Ireland. Type the answer once and the whole team has it. Managers can ask “what couldn’t we answer this week?”
Three permissions, each asked for only when you first need it.
Sign-in
Who you are, nothing else.
Calendar
For the team diary and the brief before a meeting. Colleagues show only as busy or free.
Mailbox
To save emails to the CRM and read Teams transcripts.
TellMyCRM never sends an email to a customer for you. Your data is never used to train a public AI. Everything it reads →
Write less. Log everything.
Pro, £39 a person a month: Core £19 plus £20 Outlook & Teams. Needs Microsoft 365. 14 days free.
Free for 14 days, then from £19 a person a month. Card needed. Cancel in the first 14 days and you pay nothing.