PLMBR + Microsoft 365
PLMBR connects to Microsoft 365 through Microsoft Graph, so Outlook is the CRM. Threads in Outlook become deals in the pipeline without anyone re-keying them, Felicity drafts and sends replies the way you write, your Outlook calendar supplies the real availability she books against, and job files sit in OneDrive and SharePoint where your team already keeps them. Your team keeps the Office suite they know — Outlook, Word, Excel — and stops maintaining a second system alongside it.
Connected, not just listed
- Outlook threads turn into pipeline deals automatically.
- Felicity drafts replies and follow-ups in your voice, queued for approval.
- Outlook Calendar supplies real availability for booking.
- Job documents live in OneDrive and SharePoint.
- Email sends from your firm's mailbox so replies come back to you.
PLMBR and Microsoft 365
Which Microsoft plans are supported?
The connection runs through Microsoft Graph, which covers Microsoft 365 business and enterprise plans. Confirm your specific plan on the demo call.
Can we keep using Word and Excel?
Yes. PLMBR does not replace the Office suite — it removes the second system you were keeping in sync with it.
Does it work with a shared or group mailbox?
Yes, and that is usually the right setup — sends come from the firm mailbox rather than an individual's, so replies reach whoever is covering.