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Lexis® InterAction® for Microsoft Outlook®

Make it even easier to maximise the value of your company’s relationships.

Lexis® InterAction® for Microsoft® Outlook®

Release 6.25 More Relationship Power for Professionals

Ready access to customer intelligence and insight without leaving your email, calendar and contacts

Make it even easier to maximise the value of your firm's relationships. Get direct access to key client and relationship information, all within Microsoft Outlook. Lexis InterAction for Microsoft Outlook provides a complete solution for sharing information between Lexis InterAction Client Relationship Management (CRM) and Microsoft Outlook.

More Relationship Power for Professionals:

  • More visibility and control over all your important relationship touch points
  • Leverage relationship intelligence to win new business
  • Manage client relationships and never miss another opportunity
  • New capabilities increase user value

InterAction for Microsoft Outlook Highlights:

  • Search for firm-wide contacts without leaving your inbox
  • Track Outlook email messages as firm wide activities
  • Gain single click access to advanced relationship intelligence details about the selected contact
  • Search, view and optionally add Lexis InterAction contacts to your Outlook contacts
  • Review any interactions contacts have had with your firm
  • Identify who else has a relationship with your key contacts
  • Run a contact briefing report to prepare for a meeting
  • View data for people in an email: contact details; mutual connections; upcoming meetings; firm interactions; recent changes to their information; and associated personal and firm notes

For more information on InterAction for Microsoft Outlook view the brochure, quick reference guide or get in touch today.