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

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

Devices

Business size

S M L

Markets

Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

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

Zoho CRM

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Scoro

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Gold-Vision CRM

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Striven

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Reviews

Overall rating

4.0 /5
(41)
Value for Money
4.0/5
Features
4.0/5
Ease of Use
4.0/5
Customer Support Software
3.9/5

Already have SalesOutlook CRM?

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

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Showing 5 reviews of 41
Bradon L.
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.

Mary E.
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 S.
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.

Sarvesh kumar S.
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

Socrates M.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

easy to use

Reviewed on 2018-06-28

I liked this product a lot for what I was using it for because it synced my contacts and notes from...

I liked this product a lot for what I was using it for because it synced my contacts and notes from outlook seamlessly, allowing me to start using it to track and manage our client conversations immediately. I've since moved to another CRM service - it wasn't easy to transfer the data - but this is great for small businesses in my opinion because of the simplicity.

Pros

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.

Cons

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.

Showing 5 reviews of 41 Read all reviews

SalesOutlook CRM FAQs

Below are some frequently asked questions for SalesOutlook CRM.

SalesOutlook CRM offers the following pricing plans:

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, 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

See all software categories found for SalesOutlook CRM.