outlook setup and optimization

I am looking to setup Outlook to use as a simple CRM.

Basically I am looking for a very simple way to use Outlook as a CRM. Really the only features I need it to do for my team are the following:

1. Be mobile on IPhones, iPads or laptop. Enter notes and tasks on Phone.

2. Have ability to store a history of notes in outlook or possibly One Note linked via outlook by individual contacts at a given company. If we used One Note a clean way to attach files as well as notes would be awesome.

3. Keep an integrated to outlook via the given contact an ongoing to do call/ follow up task list and create calendar appointments for contacts as well.

4. Would like but not mandatory have tie ins to social media like linked in to given contacts in outlook.

5. Have additional columns in outlook for contact identification for sales person (simple number of week etc.)

As an alternative Is it possible to link outlook to one note?

I also someone to clean up my outlook of duplicates, add consistent company names phone number social media profiles.

Skills: Microsoft Office, Microsoft Outlook

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About the Employer:
( 0 reviews ) United States

Project ID: #16489429

5 freelancers are bidding on average $18/hour for this job


Hi, I am ALISON certified for Microsoft Office specially Excel, Word, Outlook and Access Database. Data Entry and Processing is my passion with years of experiences. I am very hard working and know the value of ti More

$13 USD / hour
(9 Reviews)

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$12 USD / hour
(0 Reviews)

Hello, Thank you for inviting me. I think I have to do some basic work related to Outlook setup. Looking forward to discussing with you more details about the job. Thank you.

$13 USD / hour
(0 Reviews)

Hello. I am the right person to do this job because I have the academic formation to do this kind of duties. I am responsible and hardworking. Relevant Skills and Experience I have knowledge about outlook, and Microso More

$12 USD / hour
(0 Reviews)

Hi, This is Srihari from Harrow, London. I am a Microsoft Certified Professional Developer (MCPD) certified Lead .NET developer worked for Microsoft, Royal Bank of Canada, UBS (Swiss Bank), British Gas, Nationwide B More

$40 USD / hour
(0 Reviews)