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Outlook + Modern

Modern sends collections follow-ups from your own Outlook mailbox and domain, and keeps every customer thread in one inbox, so customers hear from your team, not a no-reply address.

Capabilities

What Modern does with Outlook

  • Send reminders and follow-ups from your own Outlook mailbox and domain.
  • Read customer replies, payment promises and remittance emails as they arrive.
  • Keep every thread together and logged against the customer.
  • Follow your rules on who is contacted, how often and what needs approval first.

Setup guide

How setup works

  1. 1

    Connect Outlook

    Your admin authorizes Modern through Outlook's API with OAuth and scoped permissions, and can revoke access at any time.

  2. 2

    Map your receivables

    You choose the mailboxes or channels Modern uses, and set the rules for who is contacted, how often and what needs approval first.

  3. 3

    Go live in days

    Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.

Security

Only the access it needs

Modern connects to Outlook with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.

See security

FAQs

Outlook integration FAQs

Can’t find what you’re looking for? Send us a message and a person on the team will answer.

An admin authorizes Modern through Outlook's API with OAuth and scoped permissions. Access can be revoked at any time.

Only what your rules allow. You decide which messages Modern sends, to whom and how often, and Modern asks before doing anything new.

Yes. Every message Modern sends or handles through Outlook is logged against the customer in the audit trail, so anyone on the team can see what was said and when.

Communication

See all integrations
  • Gmail

    Communication

    Send reminders from your Google Workspace mailbox and capture every reply.

  • Microsoft Teams

    Communication

    Post approval requests and account updates to the Teams channels you use.

YOUR NEXT STEP

See Modern work with Outlook

Walk through your receivables with our team and see how Modern would work with your Outlook setup.

  • Connects to Outlook, nothing replaced
  • Checks in before new steps
  • Live in days, with cash flowing