What is an Outlook add-in?
The Nexl add-in puts your firm's relationship intelligence beside the email you are already reading. You can look up a contact, log an activity or create an opportunity without switching to your browser. It works in the Outlook desktop app and in Outlook on the web.
Where can I find the Nexl add-in?
The add-in needs to be installed by your IT team or administrator. If you don't see the icon in your ribbon, please contact your IT help desk.
Getting started in three steps
Open the add-in
Outlook desktop: select an email, then click NEXL CRM in the Home tab ribbon.
Outlook on the web: open an email and click the Nexl logo in the top right corner of the message.
Log in once
The first time the panel opens you will be asked to sign in with your Nexl credentials. It stays connected after that.
Pin the panel
Pin the add-in so Nexl stays open beside the message as you move through your inbox.
What happens when I install the add-in?
The first time you open up the add-in, you will have to log in.
Once you are logged in, you will see in an additional window within Outlook on the right side, where Nexl will look up the Contact(s) from which you received the e-mail (or to whom you have sent an e.mail), and show various fields and buttons to better understand and manage that particular contact.
You can access any Contact who was included in the email...
...add Contacts to a List...
...create new Opportunities...
...and set Stay-in-Touch reminders, all right from Outlook!
In the web-based version of Outlook, you will find the add-in by clicking on the Nexl logo in the upper right corner of an email.
In the top right corner of an email message, click the Nexl logo.
Don't forget to pin the add-in for easy access!
What are the benefits of using Nexl's add-in?
Direct access to Nexl from within Outlook
Nexl is primarily accessed via your web browser. Your login link will depend where your firm's Nexl account is located:
EU Server: https://eu.nexl.cloud
US Server: https://us.nexl.cloud
APAC Server: https://au.nexl.cloud
With our add-in for Outlook, however, you can access information in Nexl directly from your Outlook. So you don't have to switch from your email to your browser to access your contacts and the client intelligence offered by Nexl. This means fewer interruptions and a more seamless, integrated user experience.
Add contacts to Nexl directly from your inbox
The add-in also allows you to add new contacts to Nexl with a single click.
More detail and insight embedded in your Outlook workflow
With our add-in, you can see the contact(s) with whom you are engaging in Outlook through the Nexl lens. This gives you Nexl relationship insights directly from where you spend the most time interacting with your Contacts: your inbox!
Nexl's add-in will show key information on the Contact(s) associated with the email you're looking at.
What you can do without leaving Outlook
See who is on the email | Every contact on the message, with title and location. |
Check Who Knows them | Who at your firm has the relationship, plus the activity feed. |
Review the company picture | Open tasks, meetings and opportunities for their company. |
Create as you read | Task, note or opportunity, and a Stay-in-Touch reminder. |
Add to a list or workspace | Contact or company, in a couple of clicks. |
Log activity and referrals | Custom activities, inbound and outbound referrals. |
Keep details current | Update details, or sync into your Outlook contacts. |
Go deeper | Open the full record in Nexl. |
Your email stays private
Nexl records only the metadata of an interaction — who, when and the subject-level detail your firm has configured. It never records the body of your emails or your meeting descriptions.
If you cannot see the add-in
If you cannot see the add-in section its near the bottom:
Still missing? Contact your IT help desk or our Nexl Support team on [email protected] or through the in-app chat
Adding the Nexl Outlook add-in manually
Check with IT first. At most firms the add-in is deployed centrally… These steps are for pilot users whose IT team has specifically asked them to add it themselves.
Then: Home tab → Get Add-ins → Admin-managed tab → search Nexl → Add → confirm in the ribbon.
Need help?
For anything about how a feature works, or to have something turned on, speak to your firm's Nexl Customer Success contact.