Desktop Integration

We’ve done the hard work, so that you don’t need to change how you do things.

Consultation Manager works seamlessly with Microsoft Outlook, Word and Excel, and now IBM/Lotus Notes too. Upload stakeholder emails straight from Outlook at the click of a button, or create seamless mail merges using data streamed direct from Consultation Manager.

No double handling and nothing falls through the cracks.




The Consultation Manager Office Tools have been a great enhancement. They save time by avoiding the need to cut and paste data from emails and have increased the efficiency of data entry. Our users are more likely to capture interactions as they occur.

Laura Stewart, TransGrid

Download desktop integration for Microsoft Office or Lotus Notes.