
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
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



Features
Total features of SalesOutlook CRM: 48
Alternatives
Salesforce Sales Cloud

Zoho CRM

SugarCRM

Pipeliner CRM

Reviews
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- Industry: Higher Education Software
- Company size: 11-50 Employees
- Used Daily for 2+ years
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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.
- 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
- 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
- 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.
- 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.
SalesOutlook CRM FAQs
Below are some frequently asked questions for SalesOutlook CRM.Q. What type of pricing plans does SalesOutlook CRM offer?
SalesOutlook CRM offers the following pricing plans:
- Starting from: US$25.00/month
- Pricing model: Subscription
- Free Trial: Available
Billed Annually.
Q. Who are the typical users of SalesOutlook CRM?
SalesOutlook CRM has the following typical customers:
2-10, 11-50, 51-200, 201-500
Q. What languages does SalesOutlook CRM support?
SalesOutlook CRM supports the following languages:
English
Q. Does SalesOutlook CRM support mobile devices?
SalesOutlook CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does SalesOutlook CRM integrate with?
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
Q. What level of support does SalesOutlook CRM offer?
SalesOutlook CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat
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