SuperOffice for Outlook (SOFO)

View in the SuperOffice App Store The SuperOffice for Outlook add-in helps you work effortlessly between Microsoft 365 and SuperOffice CRM. SuperOffice for Outlook works with your personal mailbox and, when your Microsoft 365 permissions allow it, shared mailboxes that you access in Outlook. With this integration, you can manage key CRM tasks directly from your email without switching between systems, saving you time and helping you stay productive.

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Why SuperOffice for Outlook?

With the add-in, you can quickly:

• Save new contacts, emails, sales, activities, or requests from Outlook.
• Access contact, sale, and request details for anyone in the email thread.
• Get instant context on who you are interacting with through the add-in panel.
• Pin the add-in while reading or composing emails, so it stays available while you work.
• Work from shared mailboxes and use the same SuperOffice actions, such as archiving emails, saving attachments, and creating requests.
• Get reminded before sending emails or appointments that are not set to be archived in SuperOffice.

You will have key information at your fingertips, right when you need it. Plus, it is fully cloud-based, so no installation is required - simply enable it from your browser, and you are ready to go.

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Key features

The SuperOffice for Outlook add-in lets you:

• Save contacts and companies
• View contact details and related CRM information
• Archive emails
• Send and archive new emails
• Save attachments
• Create appointments
• Create tasks
• Create requests
• Add messages to request
• Create sales
• Add CRM data to Outlook calendar events (Requires Synchronizer for SuperOffice)
• Work with shared mailboxes

Everything you need is integrated into your inbox, making your workflow smoother and more efficient.

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How to install

1. Head to our App Store and check out the How to Install tab.
2. Follow the simple steps to enable the add-in - no download required.

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Deployment options

You can deploy the add-in in two ways:

• For individual Outlook users
• Centrally managed by administrators

View system requirements

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Pricing

The SuperOffice for Outlook add-in is included free of charge with your existing SuperOffice CRM Online subscription.

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Updates

Because the add-in is cloud-based, it is always up to date without any action on your part. You will automatically get the latest improvements and features. Want early access to new features? Join our pilot program for exclusive previews. Learn more