SalesOutlook CRM Reviews

I love how easy it was to get this CRM setup and running with-in our organization. In no time I was able to add field and start tracking leads.

The only issue i have is the lack of ability in display views. I wish I had the option for a couple different views for meetings and live views.

SalesOutlook is straightforward, easy to use and customize without any hidden cost and great customer service. It's doesn't require learning a whole new product because it integrates right into Outlook

I just miss physical manuals sometimes but everyone is digital now

I like task Generation feature of this software its vary helpful to track your tasks.

I like this software but some least problem is Its give us too much reminder mail.

We have been using SalesOutlook only for a short time in our business. We decided on SalesOutlook for two main reasons: 1) It is integrated with the Outlook email client which we already use, and 2) It appeared to be intuitive, i.e. it works like the way our brains work … well some of us anyway. The main problems with any CRM software are to do with inputting accounts, contacts, sales opportunities etc. from a previous CRM. However, this is more due to the way the previous CRM dealt with data rather than SalesOutlook. I have to say, though, that SalesOutlook was quicker than our last CRM at inputting our data. We got the Quickbooks integration module. We already used Quickbooks but we thought it would make life easier to be able to use it in SalesOutlook rather than have to go into Quickbooks separately. For this to work there has to be a dedicated computer that would switch on at a given time to download the last days invoices from Quickbooks. This is usually the administrator’s computer. However, because we have to leave it on all the time we decided to use a netbook, which seems crazy I know but it works fine. There will be more challenges as time goes on but as we come across them it makes us more familiar with the process. Each company requires a different way of working with a CRM so there will be changes and updates. That was the same with our previous CRM. Set up is part and parcel of any CRM and it takes time and SalesOutlook is no exception. The technical support team work hard to help you through the process and solve problems. The only fly in the ointment is the training. The time allotted to it isn’t enough. We learned a lot through trial and error, and maybe that’s the better way to learn anyway. Overall, for our business, it works great. I would say to ask me again in 6 months, but when asked if they’d rather go back to the old one, I get a resounding “No!”

If I had to choose something to dislike it would be the time to set it all up. However, the set up time is the same for most CRMs so it isn't really a salesoutlook problem alone. Training needs more time, but as I said in the full review we learned more from trial and error.

SalesOutlook is our company's first CRM system, so we needed to find a system that not only met our needs from a sales and management standpoint, but also was easy to understand and use for our tenured sales reps who have never worked in a CRM. SalesOutlook fit the bill. We also love that it is integrated into Outlook, so the sales reps do not need to sign into a separate system.

For our situation, SalesOutlook fits all of our needs.

Easy to use, has all of the info you need for a small business to see company information and activities.

the lack of seamless integration between all of the pages so that information can be viewed from anywhere in the product.

The customer/client main page was good and easy to use. It was nice to be able to customize the view and fields to fit what I wanted and used.

I found the reporting process not user friendly and not intuitive to other programs. It seemed clunky and a bit old fashion in the processing and writing.

I would recommend this product to anyone who is already familiar with Microsoft products and is in need of a CRM software.

It is a bit difficult to learn and get used to, but once you are able to master how to use it it works well. It is just something that may take some time to learn all the ins and outs of.

Easy to use, with each tab labeled simply and clearly. It is so easy to reach many customers at once and has really helped free up some of our marketing/sales time.

I do not like how you have to manually enter contacts. There should be a feature to import a list or an easier way to get lists in there.

Since we bought the software most of everything we've used it for has paid off. We're satisfied that we got the value of what we paid for it.

Although, I do believe the software could use an update and mostly have more integrated features because sometimes you can cut short on features.

Very basic, straight-forward user interface. Syncs with outlook - works great with MS software/apps. Unlike some other CRM services with a ton of stuff going on, this software really just has the most essential things shown and can be customized to add/take off things to suit your business needs. Information is easy to input and easy to find, read and access thereafter.

In some cases, it would be nice to have some more accessibility to information in ways that other CRM services offer. It doesn't work well with mailboxes not synced through Outlook.

The full, seemless integration into our corporate desktop and office applications is exceptional, and saves us time.

Lack of full functionality for customized and complete forms in the mobile app are a weakness, and Microsoft itself causes various upgrade problems that get in our way. The system needs some stronger "self-programming" or development tools for customization.

I like that the Sales Outlook allows for us to reach our Contacts in an efficient manner. Before we would waste so much time trying to reach out to our clients but with this software, we have really boosted our sales as we have more time to actually reach out to our contacts instead of the hassle of trying to manage our contacts through a less efficient CRM system.

The only thing that I dislike about the software is that we have to manually input the contacts in. If there was a feature that allowed for people who signed up on our site to automatically be added to our CRM, that would be fantastic.

The UI is self explanatory.Its easy to navigate and customizable to your organizations need.Customer inquiry is very easy, managing leads is convenient too.

The UI is could be more user friendly like salesforce. This one looks more like the older day screens.The product was also not compatible with certain windows version you have to use older ones.

Easy to use, the system lets you realize it's used since each tab is self-explanatory.
The interface is simple.

Very easy to use. Simple and easy to navigate, easy to find everything. I enjoy the ability to get around and find what I'm looking for.

This is a very user friendly product. I like the features it has and it connects well with my other programs.

I have not really found any cons, this has worked well in my daily routine and I greatly value it, along with the rest of my team.

SalesOutlook CRM is easy to use Customer Relationship Managment system. Our company decied to go with with Sales Outlook because it easliy integrates with Microsoft Outlook so there is no need extra steps.

I wish online instructions will be more detailed. You really need to self educate yourself. There is not much you can find online.

The dashboard view is very user intuitive. For large sales team 30+, is it easy to manage and track all your team's progress and new leads.

Would be nice to have more integration with third party tools.

Reliable and easy to work with, clear in terms of usability, not complicated on daily basis

Can be limited as to specific templates to work with

Easy to use with convenient software and customer friendly features that allow me to know right away what to do.

the cost of the product can be relevant to other products out there that provide similar service for a fraction like base

It is very easy to use, if you know how to use a mouse and basic computer skills you can master this in no time

The only con, I can even think of is that this was a new program to me, having used other sales software, so I had to just get used to it.

The ease to put my contacts in and get organized.

The cost and the start up time to load in additional information like Birthday's.

Outlook CRM is a good value for the cost. It syncs with outlook, which is nice.

Some other products have higher functionality and more capabilities, but if you're looking for a user friendly tool, this should work.

Pretty much everything!