A CRM for Outlook and Microsoft 365 with no add-in to deploy
Carom connects to Microsoft 365 through Microsoft Graph, with per-user sign-in and no tenant-wide access. It builds client records from your team’s Outlook mail and calendars, and nobody has to keep them up to date.
- Never used to train AI
- Nothing sends without you
- Remove Carom’s access anytime
Everyone stays in Outlook, and Carom builds the client record
Nobody changes how they send mail. Carom reads each connected Microsoft 365 mailbox and files every thread, attachment, and meeting under the client it belongs to.
A teammate on Google Workspace can connect too. Their mail lands on the same client records.
Grant only the access you want Carom to have
Reading mail is the one permission Carom needs. Every feature beyond it has its own switch, set before Microsoft’s consent screen appears. Turn one on later by reconnecting, or remove Carom’s access whenever you like.
Each person connects their own account. Signing in gives Carom access to that one mailbox and nothing else in the tenant.
Every email and meeting with a client, on one page
Each organization’s record shows the mail, meetings, and files your team has exchanged with them, the people you deal with there, and the tasks and deals Carom found along the way.
For whoever runs your Microsoft 365 tenant
Someone in IT will be asked to approve this. Here is what they will want to know, in their terms.
How Carom connects
- Delegated access only. Each user signs in through Microsoft Entra and Carom acts as that user. There are no application permissions and no tenant-wide mailbox access.
- Consent follows your policy. If users can’t consent to apps in your tenant, an admin grants consent once and people can then connect. Meeting transcripts always need an admin’s consent.
What it doesn’t cover
- No Outlook add-in. Carom runs in the browser beside Outlook. There is nothing to deploy to desktops.
- No Exchange shared or delegated mailboxes. Carom connects accounts a person signs in to. For a team address, connect a licensed mailbox and share it inside Carom.
- Work and school accounts only. Personal Outlook.com and Hotmail accounts, on-premises Exchange, and IMAP are not supported.
Microsoft Graph permissions
| Permission | Requested | What Carom does with it |
|---|---|---|
User.Read, offline_access | Always | Signs the user in and keeps the mailbox connected |
Mail.Read | Always | Reads mail to build the client records |
Mail.ReadWrite | If switched on | Sets read state and the follow-up flag only. Carom doesn’t move, delete, or categorize messages |
Mail.Send | If switched on | Sends mail the user writes in Carom |
Calendars.Read | If switched on | Syncs the calendars the user picks |
Calendars.ReadWrite | If switched on | Creates and updates events and answers invitations |
MailboxSettings.Read | If switched on | Reads the working hours and time zone set in Outlook |
Contacts.Read | If switched on | Imports saved contacts. Carom never writes to them |
OnlineMeetings.ReadWrite | If switched on | Turns on transcription for a Teams meeting the user chooses, which also turns on that meeting’s automatic recording |
OnlineMeetingTranscript.Read.All | If switched on, with admin consent | Reads that meeting’s transcript. Carom never reads the recording |
Questions from Outlook teams
Do I work in Carom or in Outlook?
Both, as you like. Write and read mail in Outlook as you do now. Open Carom when you want the client’s whole history, your tasks, or an answer about an account.
Will it change anything in my mailbox?
Only read and flagged state, and only if you switch that on. Folders, categories, and rules are left alone, and nothing is ever deleted.
How much of my mail does it read?
Carom imports your mail and calendar, apart from junk, deleted items, and drafts, and keeps up with new mail and events from then on. It runs in the background, and a large mailbox can take a few hours.
How do we handle sales@?
Exchange shared mailboxes can’t be connected, because nobody signs in to them. Give sales@ its own licensed mailbox, connect it, and share it in Carom with the people or groups who should read it or reply from it. That costs a Microsoft license plus $29 a month in Carom.
Does Carom see Teams meetings?
It sees them as events on your Outlook calendar, with the attendees and time, and links them to the people and companies involved. If you switch on meeting transcripts, you can choose to transcribe a meeting you schedule in Carom. Teams then records and transcribes it, and Carom brings in the transcript afterwards to summarize the meeting and list the action items. Carom never joins a meeting itself.
How do we remove it?
Delete the mailbox in Carom and the mail it imported is deleted from Carom. An admin can also remove the app’s consent in Entra, which cuts off access at the source.
Try it before anyone in IT has to approve anything.
The live demo needs no signup and no Microsoft account.