LinkPoint Connect is a productivity software that integrates email systems with CRM platforms, simplifying data entry by allowing users to manage CRM records directly from their email. Features include calendar syncing, email recording, and contact management. It supports various platforms including Microsoft Outlook, IBM Notes, and mobile devices. The tool is designed to enhance efficiency and streamline workflows.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is Linkpoint connect?
  • 04How Linkpoint connect compare to similar software?
  • 05Who is Linkpoint connect best for according to our reviewers?
  • 06Linkpoint connect Reviews

What is Linkpoint connect?

LinkPoint Connect is a productivity tool that integrates email platforms with CRM systems, allowing users to view, record, and access CRM data directly from their email client. It supports popular email services and CRM systems like Microsoft Outlook, IBM Notes, Salesforce, and Microsoft Dynamics. The software streamlines workflow by reducing the need to switch between applications and offers features such as email recording, calendar syncing, contact management, and task creation within the CRM. It is customizable to individual business needs and is beneficial for sales teams, customer service representatives, and regular CRM system users.

Pros from reviewers

  • Superior features and user-friendliness: LinkPoint Connect is preferred over other integrators due to its superior features and user-friendliness, catering to various sales staff styles and providing numerous ways to view, use, and connect information

  • Elimination of duplicate information: LinkPoint Connect eliminates the issue of duplicate information from Outlook to Salesforce, handling it on behalf of the user and simplifying data entry to and from Salesforce

  • Speed and reliability: LinkPoint Connect is preferred for its speed and reliability, providing information quickly and efficiently, making it an outstanding product in a time of strict compliance regulations.

  • User-friendly and easy configuration: LinkPoint Connect is valued for its user-friendliness and easy configuration, making it a valuable asset benefiting various departments in a company

  • Efficient email saving: LinkPoint Connect is extremely helpful in efficiently saving emails to Salesforce, with the Smart Record feature enabling sending and saving emails at the same time

Cons from reviewers

  • Difficulty in handling bulk emails: The software struggles to add bulk emails sorted by name to Salesforce, and has been reported to cause crashes and glitches in Outlook

  • Lack of connection to custom objects: Despite its numerous features, LinkPoint Connect does not have the ability to connect to custom objects, which can limit its functionality in certain scenarios

  • Slow performance outside office network: The Record window in LinkPoint Connect takes longer to appear and complete searches when not connected to the office network, which can affect productivity

  • Inability to record under multiple opportunities: LinkPoint Connect does not have the capability to record the same email under multiple opportunities, which can be a limitation in managing CRM records

  • Issues with contact information transfer: The software sometimes incorrectly transfers contact information from email signatures when creating new accounts or contacts, which can lead to errors in data entry.

Main features

Starting Price

N/A

Free Plan

No

CRM System Compatibility

Comprehensive Features

Streamlined Workflow

Customizable Options

Integration with Email Platforms

Who is Linkpoint connect best for according to our reviewers?

  • Sales Teams: They can benefit from LinkPoint Connect's superior features and user-friendliness, which caters to various sales staff styles. It provides numerous ways to view, use, and connect information

  • Companies with Multiple Departments: LinkPoint Connect is a valuable asset benefiting various departments within a company. It is user-friendly and easy to configure, but may present support issues due to time zone differences

  • Outlook Users: This software is extremely helpful for those who use Outlook for all their emails. It efficiently saves these emails to Salesforce and offers features like Smart Record, which enables sending and saving emails simultaneously

  • Users Seeking CRM Integration: LinkPoint Connect is useful for logging emails into CRM systems like Salesforce. It simplifies managing emails related to CRM records, although it could improve by allowing the recording of the same email under multiple opportunities

  • Compliance-Driven Organizations: In a time of strict compliance regulations, this software helps in recording vital data that needs to be available constantly. It fulfills all the functions it claims to, making it an outstanding product for such organizations.

  • Linkpoint connect Reviews

    4.5

    Linkpoint connect rating

    4.5

    Ease of use

    4.5

    Customer service

    4.4

    Value for money

    4.4

    Likelihood to recommend

    4.2

    Features

    18 Linkpoint connect Reviews

    4.5 (18 reviews)
    Leave a review
    • James F

      LinkPoint Connect: A Reliable and Essential Tool for Daily Workflow

      I am pleased with the overall performance and reliability of LinkPoint Connect. It has become an essential tool in my daily workflow.

      August 6, 2024

    • Nathan Williams

      Efficient Integration: Salesforce Data Displayed Seamlessly in Outlook

      The software's ability to display Salesforce data in Outlook is extremely helpful. It provides me with all the necessary information without having to switch between applications

      July 30, 2024

    • Andrea

      Efficient Task Creation: Seamlessly Linking Salesforce and Outlook

      I find the task creation feature very useful. It allows me to create tasks in Salesforce directly from my emails in Outlook

      July 23, 2024

    • Marie Brown

      Outstanding Software Solution!

      I consider LinkPoint Connect to be an outstanding product. In a time of strict compliance regulations, this software helps in recording vital data that we need to be available constantly. It fulfills all the functions it claims to. I have no issues with it. The supplier responded to my review, expressing their pleasure that LinkPoint Connect has satisfied all my requirements and continues to be a useful tool for me and my organization.

      July 16, 2024

    • Phoebe D

      User-friendly Linkpoint Connect; Could Benefit from Enhanced Features

      I find Linkpoint Connect useful for logging emails into our CRM, Salesforce. However, I wish it had the capability to record the same email under multiple opportunities. Occasionally, the app logs me out unexpectedly, hindering my ability to record emails, which can be quite frustrating. Thankfully, our company's IT support has been helpful, but it's still bothersome to spend time on this issue. I would also like the feature to record a call or schedule a meeting with clients we're emailing. Moreover, I've noticed that the contact information from email signatures doesn't always transfer correctly when I'm creating a new account or contact. For instance, professional suffixes like PE sometimes show up as last names, and last names can end up as part of first names. Despite these issues, I'm generally pleased with how Linkpoint is utilized in my organization. It certainly simplifies managing emails related to our CRM records. The ease of use is a bonus, but it's frustrating when I get randomly logged out and can't figure out why.

      July 7, 2024

    • Alexis Johnson

      Indispensable for Efficiency!

      My sales productivity has greatly increased since I began using LinkPoint. It eliminates the issue of duplicate information from Outlook to Salesforce, handling it on my behalf. The software is fully integrated with Outlook, simplifying data entry to and from Salesforce. I have no complaints whatsoever. The vendor responded, expressing their pleasure that I no longer have issues with duplicate data and their eagerness to continue supporting my productivity with new software updates later this year. They responded in January 2017.

      July 1, 2024

    • Carolyn G

      Efficient Syncing: Salesforce and Outlook

      The software's ability to sync calendars and contacts between Salesforce and Outlook has been a major time saver for me. It ensures that all my data is up-to-date and easily accessible

      June 24, 2024

    • Maren

      Functional, But With Hiccups

      As a user of LinkPoint Connect for 2.5 years, I believe it's a decent product for the investment, particularly given the limited alternatives available. It effectively adds my emails to Salesforce as anticipated. However, it fails to add bulk emails sorted by name to Salesforce. I've encountered problems with it crashing my Outlook and causing glitches in my email screens. The software is slow, cumbersome, and doesn't scale well. I value the vendor's response and their willingness to discuss these issues further.

      June 15, 2024

    • Randy N

      Effortless Client Interaction Tracking with LinkPoint Connect

      I am impressed with the ease of use and the robust functionality of LinkPoint Connect. It has made tracking client interactions a breeze

      June 10, 2024

    • Sharon M

      Excellent Tool for a 16-Member Team

      I recently switched to a new CRM system and found the default sidebar to be inefficient and unreliable. However, I prefer LinkPoint for its speed and reliability. It's user-friendly and provides information quickly, though it occasionally has issues populating fields with the correct information. The vendor responded to my review, expressing their appreciation and satisfaction that LinkPoint Connect continues to meet my needs and remains my preferred product.

      June 2, 2024

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