Put Your ERP or CRM Where Operations Teams Already Work — Outlook
Your customers live in email. Partner with UpQuAI to ship a governed HEIDI sidebar module that surfaces your data, drafts, and actions inside Outlook — without building a full add-in from scratch. Co-market to property, facility, and finance inboxes across DACH and UK.
No credit card required. Switch to a paid plan any time.
Partner ecosystem
CRM, ERP, PMS, or IWMS data exposed as a focused module.
Outlook sidebar module slot, Baukasten publish, approval gates.
Facility, Hausverwaltung, and ops teams work where mail arrives.
Co-market to property and operations buyers — governed actions, human approval before write-back.
Why partner on ERP and CRM in Outlook?
ERP and CRM vendors partner with UpQuAI to reach qualified operational buyers who will not adopt another standalone app. Your module appears in the HEIDI Outlook sidebar next to triage, approvals, and property context — with human-in-the-loop gates that enterprise buyers expect.
Capabilities
What you can do with UpQuAI Email Automation
Inbox reach without another app
Meet facility managers, Hausverwaltungen, and finance ops where they already decide — not in a separate portal they forget to open.
Faster than building Outlook alone
Use the HEIDI module slot, Baukasten, and approval framework instead of certifying a net-new add-in.
Co-marketing to property & ops
Joint GTM to DACH and UK property, facility, and shared-inbox buyers already evaluating Email Automation.
Governed UX buyers trust
Approval-aware actions fit procurement and IT — not another auto-send bot.
Shorter path to pilot
Land a joint customer pilot with shared Email Automation accounts instead of cold integration projects.
Use cases
Where teams apply UpQuAI Email Automation
Real workflows that benefit from visual design, automation, and governance.
CRM sync for BDM and sales ops
Surface opportunity context and next actions from inbound mail.
ERP order and invoice exceptions
Propose field updates from mismatch threads after approval.
Finance shared services
Debtor status and billing context beside accounts-receivable mail.
How it works
From chaos to clarity in 4 steps
Intro call & fit check
We align on audience, data you can expose, and a credible pilot story.
Connect your API or export
You expose the records your module needs; we keep scope lean for v1.
Configure in the Baukasten
Your module gets a name, icon, ordering, and approval defaults in the HEIDI builder.
Co-sell pilot customers
We introduce joint prospects; you bring domain credibility, we bring the inbox surface.
Why now for ERP and CRM partners
Property and operations teams are standardising on AI inbox automation with approval gates. Vendors who only offer a standalone CRM or ERP miss the moment mail becomes the orchestration layer.
Partnering with UpQuAI lets you meet buyers in Outlook, ship faster than a custom add-in, and tell a joint story to Hausverwaltungen, facility managers, and finance ops — without claiming integrations you have not shipped yet.
What we look for in partners
- Credible product in CRM, ERP, finance, or operations data
- API, webhook, or structured export path for a focused v1 module
- Appetite to co-market to property, facility, or shared-inbox buyers
- Respect for approval gates — no silent auto-writes to customer systems
Getting started
Your checklist for success
Before you start
Partner onboarding and solution review
Module slot in the HEIDI Outlook sidebar
Listing in the partner ecosystem narrative
Demo support for joint prospects
EU / DSGVO-aligned hosting story for enterprise buyers
Frequently asked questions
Learn more about how UpQuAI Email Automation works and how it can help your organization.
How do we start?+
Book a partner intro via the contact page. We will align on fit, pilot scope, and timeline.
Do you publish API docs on this page?+
No. This page explains why to partner; technical scoping happens on the intro call.
Is there a revenue share?+
Commercial terms are discussed on the intro call — we do not publish fixed rev-share numbers here.
Can we say we are certified on day one?+
Only claim integration status that is actually shipped and agreed with UpQuAI.
Who owns the end customer?+
Joint customers remain yours; UpQuAI provides the inbox automation platform and module surface.