About SalesOutlook CRM
SalesOutlook CRM is a CRM software from SalesOutlook that enables organizations to get, keep, and grow customer relationships with easy integration for Outlook email accounts. It provides pricing plans, testimonials, and access to terms of service and privacy policy so users have the necessary resources and information at hand. This CRM facilitates better management of customer interactions directly within Outlook, allowing for efficient communication tracking and relationship building. Key capabilities: Outlook integration client testimonials pricing plans terms of service privacy policy Best for: organizations and professionals who need a CRM solution that integrates directly with their Outlook email for effective customer relationship management.
SalesOutlook by SalesOutlook is a specialized CRM platform that reimagines customer relationship management by embedding its functionalities directly into Microsoft Outlook. Instead of operating as a standalone CRM tool with a separate interface, SalesOutlook transforms Outlook itself into a fully operational CRM hub, a design decision that offers immense advantages for businesses already immersed in the Microsoft Office ecosystem. This approach allows users to manage their entire sales cycle, from prospecting to follow-up, all within a platform they already use daily. At its core, SalesOutlook aims to streamline workflow, enhance productivity, and eliminate the inefficiencies associated with switching between different software environments. This tight integration makes it especially appealing to small and medium-sized businesses seeking a cost-effective, intuitive solution that leverages their existing Microsoft infrastructure. One of the most notable advantages of SalesOutlook is its user interface, which aligns perfectly with Microsoft Outlook’s familiar layout. Unlike traditional CRMs that require time-consuming onboarding and a learning curve, SalesOutlook delivers its features through a side panel within Outlook, making them accessible alongside daily email activities.
Pros & Cons
- +Seamless integration with Outlook, making CRM management efficient
- +Improves customer retention and satisfaction rates
- +Smart automation features for tracking sales activities
- +Task generation tools help monitor and manage workflows
- +Integration with other software like QuickBooks and EMR systems
- +User-friendly interface and smooth data entry process
- −Some users found the data entry process cumbersome
- −Calendar and task updates may experience slight delays
- −Excessive reminder emails can be overwhelming
- −Limited immediate synchronization with Outlook calendar
Features
Key features
- CRM Embedded in Outlook
- SalesOutlook integrates directly within Microsoft Outlook, allowing users to access CRM functionalities without leaving their familiar email environment. This seamless integration aims to increase user adoption and reduce the need to learn a separate system.
- Automatic Email Filing
- The CRM automatically files emails within Outlook, eliminating the need for manual documentation and ensuring all communications are linked to the relevant contacts or opportunities. This prevents lost information and improves team visibility.
- Leverages Existing Microsoft Office Suite
- SalesOutlook utilizes familiar Microsoft Office products like Word, Excel, and Power BI for document management and reporting, leveraging users' existing skills and investments. This reduces training needs and enhances usability.
- Opportunity and Pipeline Management
- The software allows users to track their sales forecasts and pipelines directly within Outlook, automatically linking emails to the newest opportunities. This aids in sales forecasting and process management.
- Comprehensive Reporting and Analytics
- SalesOutlook supports various reporting tools, including Excel, Power BI, and Crystal Reports, providing users with a wide range of options for analyzing sales data and pipeline insights. This enables data-driven decision-making.
- Mobile Application Included
- A mobile application for both Apple and Android devices is included in the CRM price, providing users with access to their CRM data on the go. This enhances flexibility and accessibility.
Additional features
- CRM for Outlook
- SalesOutlook is a Customer Relationship Management system designed to work within Microsoft Outlook.
- Automatic Filing of Emails
- The system automatically saves emails to relevant contact or opportunity records.
- Familiar Interface
- Users work within the Outlook environment they are already accustomed to.
- Online and Offline Access
- Users can access their CRM data whether they are connected to the internet or not.
- Reporting and Analytics
- The system offers tools for generating reports and analyzing sales data.
- Excel Reporting
- Users can create reports using Microsoft Excel.
- Power BI Reports and Analytics
- Integration with Microsoft's Power BI for advanced data analysis.
- Crystal Reports
- Support for generating reports using Crystal Reports.
- Document Management
- Utilizes Word and Excel for managing documents.
- File and Link Attachment
- Users can attach files or links to shared documents (OneDrive, SharePoint).
- Email Templates
- Allows for the creation and use of email templates for campaigns and workflows.
- Integration with Constant Contact (Optional)
- Supports integration with Constant Contact for email marketing.
- Integration with Mailchimp (Optional)
- Supports integration with Mailchimp for email marketing (free for up to 2000 contacts).
- Opportunity Management
- Tools for tracking and managing sales opportunities.
- Pipeline Management
- Features for managing the sales pipeline and forecast.
- Activity Tracking
- Users can see all activities related to a contact or opportunity.
- Email Tracking
- All emails associated with a contact are visible.
- Contact Creation from Email
- Users can easily add a contact to the CRM directly from an email.
- Task Creation
- Ability to quickly create tasks within the CRM.
- Appointment Scheduling
- Users can schedule appointments and link them to CRM records.
- Customer Inquiry Management
- Tools for managing customer inquiries.
- Note Taking
- Users can create and store notes related to contacts or opportunities.
- Improved Sales Forecasting
- Opportunity management aids in better sales predictions.
- Enhanced Customer Engagement
- Provides tools to better interact with customers.
- Streamlined Sales Process
- Helps to organize and optimize the sales workflow.
- Mobile Application (iOS)
- A mobile app is available for Apple devices.
- Mobile Application (Android)
- A mobile app is available for Android devices.
- Easy Point and Click Interface (Mobile)
- The mobile app features a user-friendly interface.
- Unique & Modern Design (Mobile)
- The mobile app has a contemporary design.
- Included in CRM Price (Mobile)
- The mobile app is included at no extra cost.
- Sales WorkFlow
- Allows scheduling a series of emails, tasks, and appointments.
- Recurring Emails
- Ability to set up recurring emails (birthdays, holidays, reminders).
- Mass Mailing
- Feature for sending emails to multiple contacts.
- PC Office Products Integration
- Seamless integration with Outlook, Word, Excel, Power BI, OneDrive, SharePoint, and Teams.
- Word Document Management
- Utilizing Word for document storage and organization.
- Mail Merge (Word)
- Ability to create mail merges using Word templates and CRM data.
- Quote Creation (Excel)
- Users can create sales quotes using Excel and CRM data.
- Data Import (Excel)
- Excel can be used to import data into the CRM.
- Email Campaigns (Excel)
- Ability to send email campaigns using Excel.
- Power BI Desktop Analytics
- Support for advanced data analysis using Power BI Desktop.
- AI Style Reporting (Power BI)
- Leverage AI features in Power BI for reporting.
- Teams Integration (Calling)
- Ability to dial contacts directly from the CRM using Microsoft Teams (Teams Phone system addon required).
- Call Logging (Teams)
- Calls made via Teams can be logged as notes in the CRM.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About SalesOutlook CRM
SalesOutlook CRM is a CRM software from SalesOutlook that enables organizations to get, keep, and grow customer relationships with easy integration for Outlook email accounts. It provides pricing plans, testimonials, and access to terms of service and privacy policy so users have the necessary resources and information at hand. This CRM facilitates better management of customer interactions directly within Outlook, allowing for efficient communication tracking and relationship building. Key capabilities: Outlook integration client testimonials pricing plans terms of service privacy policy Best for: organizations and professionals who need a CRM solution that integrates directly with their Outlook email for effective customer relationship management.
SalesOutlook CRM Details
SalesOutlook CRM's In-App Market Place
Does SalesOutlook CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud ($), Cad ($), Jpy (¥)
Pros & Cons
- Seamless integration with Outlook, making CRM management efficient
- Improves customer retention and satisfaction rates
- Smart automation features for tracking sales activities
- Task generation tools help monitor and manage workflows
- Integration with other software like QuickBooks and EMR systems
- User-friendly interface and smooth data entry process
- Some users found the data entry process cumbersome
- Calendar and task updates may experience slight delays
- Excessive reminder emails can be overwhelming
- Limited immediate synchronization with Outlook calendar
SalesOutlook CRM's Support Options
Email Address
sales@salesoutlook.comContact
+(770) 642-4923SalesOutlook CRM's Alternatives
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