About SalesOutlook CRM

SalesOutlook CRM utilizes the security of Microsoft 365 to turn your Office system into a full fledge CRM.

SalesOutlook enables your organization to more effectively align your "Best Practice Sales Process" to make sure your Team Members are on the same page. You can define a consistent Sales Process for your business and generate a more reliable Sales Forecast.

SalesOutlook CRM for Outlook enables organizations to get, keep and grow customer relationships, with easy CRM integration for your Outlook email account.

• Document Management - Word and Excel Documents
• Email Archiving - Archive Email to OneDrive or Exchange
• CRM in your Inbox - See all related items to a contact from an email and create new items from your Inbox.

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to SalesOutlook CRM

Key benefits of SalesOutlook CRM

• Fully embedded inside Outlook for PC
• Account, lead, contact, service, and opportunity management
• Auto-filing of emails to contacts, accounts, and opportunities
• Quote generator - Excel quotes
• Advanced mobile client
• Workflow automation by sales stages
• Customer service
• Powerful reporting system - Excel reports and Crystal reports
• Email follow-ups and drip campaigns
• Send personalized group or individual emails
• Works with Office 365, hosting and on premise
• Custom opportunity fields in forecasting
• Unlimited custom forms and templates
• Collaborative forecasting
• User permissions and administration
• Track Word and Excel - document management

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to SalesOutlook CRM

Images

SalesOutlook CRM Software - Outlook CRM Dashboard. See your week at a glance. FInd items you have been recently working on. Create new items all within the Outlook interface.
SalesOutlook CRM Software - SalesOutlook's Outlook CRM is your CRM in your Inbox. See all related items for all users when clicking on an email.  Easily create contacts, notes, appointment or tasks from an email.
SalesOutlook CRM Software - Download the Outlook CRM mobile app from the Apple App store or Google Play Store.
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SalesOutlook CRM video
SalesOutlook CRM video
SalesOutlook CRM video
SalesOutlook CRM video
SalesOutlook CRM video
SalesOutlook CRM Software - Outlook CRM Dashboard. See your week at a glance. FInd items you have been recently working on. Create new items all within the Outlook interface.
SalesOutlook CRM Software - SalesOutlook's Outlook CRM is your CRM in your Inbox. See all related items for all users when clicking on an email.  Easily create contacts, notes, appointment or tasks from an email.
SalesOutlook CRM Software - Download the Outlook CRM mobile app from the Apple App store or Google Play Store.

Features

Total features of SalesOutlook CRM: 48

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Marketing Automation Software
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to SalesOutlook CRM
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Zoho CRM

4.3
#2 Alternative to SalesOutlook CRM
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

SugarCRM

3.8
#3 Alternative to SalesOutlook CRM
SugarCRM is a Social CRM tool that includes full sales, marketing and support automation, email integration, reporting,...

Pipeliner CRM

4.6
#4 Alternative to SalesOutlook CRM
? Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation...

Reviews

Overall rating

4.0 /5
(42)
Value for Money
4/5
Features
4.0/5
Ease of Use
4.0/5
Customer Support Software
3.9/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 42
Bradon
Overall rating
  • Industry: Higher Education Software
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

A great CRM

Reviewed on 2018-12-19

But using this CRM our team is ensure that they never miss a lead and are always able to see the...

But using this CRM our team is ensure that they never miss a lead and are always able to see the information that they need when they need it.

Pros

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.

Cons

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.

Yvonne
Overall rating
  • Industry: Financial Services Software
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Finally a system that does just what I need

Reviewed on 2022-04-25

One system to house all my information for clients, suppliers and onboarding

One system to house all my information for clients, suppliers and onboarding

Pros

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

Cons

I just miss physical manuals sometimes but everyone is digital now

Sarvesh Kumar
Overall rating
  • Industry: Packaging & Containers
  • Company size: 501-1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

CRM is nice software which I work on

Reviewed on 2021-07-21

Its nice software for Sales & marketing you can track and monitor your sales team and document your...

Its nice software for Sales & marketing you can track and monitor your sales team and document your contract

Pros

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

Cons

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

Response from SalesOutlook

Sarvesh,
You can turn off reminders and use our Sales Dashboard to see your meetings for the week and tasks due.
Thanks
Sales Team

Mary
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

It works the way our brains work!

Reviewed on 2015-07-24

Pros

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!”

Cons

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.

Dana
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great for both novice and experienced CRM users

Reviewed on 2021-09-20

Prior to implementing a CRM, we had no way to capture all of the sales intelligence our sales team...

Prior to implementing a CRM, we had no way to capture all of the sales intelligence our sales team had on our customers. Some reps kept paper notes, some used one note, some kept it in their head. With having an older sales force and facing upcoming retirements, we needed an easy solution to start capturing this data. SalesOutlook has done just that. The implementation was seamless and the customer service is outstanding. Quick response by [SENSITIVE CONTENT] every time we have a question or an issue.

Pros

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.

Cons

For our situation, SalesOutlook fits all of our needs.

Showing 5 reviews of 42 Read all reviews

SalesOutlook CRM FAQs

Below are some frequently asked questions for SalesOutlook CRM.

SalesOutlook CRM offers the following pricing plans:

  • Starting from: US$25.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Billed Annually.

SalesOutlook CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500

SalesOutlook CRM supports the following languages:

English

SalesOutlook CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

SalesOutlook CRM integrates with the following applications:

CRD Crystal Reports Automation, Constant Contact 1, LinkedIn for Business, Microsoft 365, Microsoft Excel, Microsoft Outlook, Microsoft Word, NetSuite CRM, Office 365 Document Management, QuickBooks

SalesOutlook CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

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