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
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.
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.
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.
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.
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.
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
SalesOutlook is a Customer Relationship Management system designed to work within Microsoft Outlook.
The system automatically saves emails to relevant contact or opportunity records.
Users work within the Outlook environment they are already accustomed to.
Users can access their CRM data whether they are connected to the internet or not.
The system offers tools for generating reports and analyzing sales data.
Users can create reports using Microsoft Excel.
Integration with Microsoft's Power BI for advanced data analysis.
Support for generating reports using Crystal Reports.
Utilizes Word and Excel for managing documents.
Users can attach files or links to shared documents (OneDrive, SharePoint).
Allows for the creation and use of email templates for campaigns and workflows.
Supports integration with Constant Contact for email marketing.
Supports integration with Mailchimp for email marketing (free for up to 2000 contacts).
Tools for tracking and managing sales opportunities.
Features for managing the sales pipeline and forecast.
Users can see all activities related to a contact or opportunity.
All emails associated with a contact are visible.
Users can easily add a contact to the CRM directly from an email.
Ability to quickly create tasks within the CRM.
Users can schedule appointments and link them to CRM records.
Tools for managing customer inquiries.
Users can create and store notes related to contacts or opportunities.
Opportunity management aids in better sales predictions.
Provides tools to better interact with customers.
Helps to organize and optimize the sales workflow.
A mobile app is available for Apple devices.
A mobile app is available for Android devices.
The mobile app features a user-friendly interface.
The mobile app has a contemporary design.
The mobile app is included at no extra cost.
Allows scheduling a series of emails, tasks, and appointments.
Ability to set up recurring emails (birthdays, holidays, reminders).
Feature for sending emails to multiple contacts.
Seamless integration with Outlook, Word, Excel, Power BI, OneDrive, SharePoint, and Teams.
Utilizing Word for document storage and organization.
Ability to create mail merges using Word templates and CRM data.
Users can create sales quotes using Excel and CRM data.
Excel can be used to import data into the CRM.
Ability to send email campaigns using Excel.
Support for advanced data analysis using Power BI Desktop.
Leverage AI features in Power BI for reporting.
Ability to dial contacts directly from the CRM using Microsoft Teams (Teams Phone system addon required).
Calls made via Teams can be logged as notes in the CRM.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to SalesOutlook CRM
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
Spot something wrong or outdated?
Suggest a correction — a reviewer verifies every change.
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
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
