Everywhere you work
The CRM is already where you work
Nothing extra to “open”. The client record appears next to the email, documents fill themselves in Word, reports are dictated by voice on mobile. Ystura slips into your tools, not the other way around.
The record next to the email
In Outlook and Gmail: who’s writing, where the deal stands, what they expect from you. The email itself files onto the deal.
Word, Excel, PowerPoint
A discreet add-in inserts the client’s data into your documents and presentations.
The CRM in your pocket
On mobile: the record in two seconds before a meeting, the report dictated by voice in the car afterwards.
Your other tools
Calendar, signatures, directories: the connections useful to your trade are developed on request.
Frequently asked questions
No. Outlook and Gmail are supported; the CRM reads and files, your mailbox stays yours.
Processing happens on your Ystura infrastructure, hosted and backed up; nothing is shared with third parties.
Go further
You are…
- LawyerFiles, deadlines, correspondence: the firm’s memory, without the binder.
- Consulting firmEngagements, proposals, time spent: the client relationship no longer falls between projects.
- BrokerProspects, insurers, deadlines: every loan or policy file gets completed.
- CraftspersonQuotes, jobs, follow-ups: the work moves forward, the paperwork follows on its own.