OptifiNow + Outlook: Seamless Email and Calendar Integration, Now Available

One of the most consistent requests we hear from our clients is simple: “Meet me where I already work.”

For most sales professionals, account managers, and executives, that place is Microsoft Outlook. Email and calendars live there all day, every day. Switching between systems—or manually reconciling activity—creates friction, lost context, and ultimately lost productivity.

That’s why we’re excited to announce the release of OptifiNow’s new native integration with Outlook Email and Calendar, designed to feel seamless, natural, and invisible once enabled.

One Calendar. Two Systems. Zero Gaps.

With the new Outlook Calendar integration, OptifiNow now supports true bi-directional synchronization.

That means:

• Events created in Outlook automatically appear in OptifiNow

• Events created in OptifiNow automatically appear in Outlook

• Updates or deletions in either system stay perfectly in sync

No more double entry. No more wondering which calendar is “right.” Your CRM calendar and your Outlook calendar now behave as a single source of truth—always current, always aligned.

This is especially valuable for teams juggling high volumes of client meetings, internal calls, follow-ups, and pipeline reviews. The calendar finally works with you instead of against you.

One Email History, Fully Connected to the Contact Record

Email is where relationships are built—and where context matters most.

The new Outlook Email integration ensures that emails sent or received in either system are automatically captured and unified into a single email history inside OptifiNow.

What this means in practice:

• Emails sent from Outlook are logged to the correct contact in OptifiNow

• Emails sent from OptifiNow appear in Outlook and the CRM activity history

• Sales, service, and management teams all see the same complete communication trail

No forwarding. No BCC rules. No manual logging.

Every conversation becomes part of the contact record—preserving institutional knowledge and ensuring continuity across teams.

Built for Productivity, Not Disruption

This integration wasn’t designed to change how your team works—it was designed to remove friction from how they already work.

Sales professionals stay focused in Outlook. Managers gain clearer visibility in OptifiNow. Operations teams benefit from cleaner data and better adoption.

It’s the kind of infrastructure improvement that quietly pays dividends every single day.

“This integration is a direct result of listening closely to our clients,” said John McGee, CEO of OptifiNow. “Our customers told us they wanted deeper alignment between Outlook and OptifiNow without complexity or compromise. We’re excited to deliver a solution that feels seamless, enhances productivity, and strengthens the value of the CRM as a true system of record.”

The Outlook Email and Calendar integration is now available to OptifiNow customers.

If you’re interested in enabling this feature or learning how it fits into your existing workflow, reach out to your OptifiNow Account Manager to get started or reach out at support@optifinow.com