Last Updated
Overview
SalesOutlook CRM software delivers full CRM functionality directly inside Outlook, ideal for teams wanting simplicity and control. While some users report occasional delays in syncing tasks, its strong email integration and calendar-based tracking offer a reliable solution for managing sales without leaving your inbox.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
SalesOutlook CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is SalesOutlook CRM?
SalesOutlook is a unique desktop-based customer relationship management (CRM) software built exclusively for businesses and sales professionals who operate within the Microsoft Outlook environment. It addresses the common pain point of application switching by embedding full CRM functionality directly into the user's inbox.
The software streamlines workflows with integrated contact and lead management, allowing teams to track opportunities and communications seamlessly. Its sales automation tools help manage the entire sales pipeline, boosting user adoption and productivity by leveraging a completely familiar platform.
SalesOutlook CRM Pricing
SalesOutlook CRM price plans are straight forward and designed to fit your business requirements. Available plans include:
- Monthly Plan: $40/user/month
- Annual Plan: $30/user/month (billed annually)
- NetSuite Plan: $360/user/year (NetSuite integration)
Disclaimer: The pricing is subject to change.
SalesOutlook CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- Microsoft Word
- Microsoft Excel software
- Microsoft Teams
- Constant Contact software
- MailChimp software
- QuickBooks Desktop
- NetSuite
Who Is SalesOutlook CRM For?
The software is ideal for a wide range of industries and departments, including:
- Sales
- Marketing
- Customer service
- Data analysis
Is SalesOutlook CRM Right For You?
Are you looking for a CRM that lives inside Outlook and boosts sales efficiency instantly? SalesOutlook CRM might be your perfect match. This Outlook‑embedded CRM eliminates missed emails and simplifies pipeline tracking, making it perfect for small to mid‑size sales and service teams facing communication silos and forecasting headaches.
With enterprise-grade security, scalability, and compliance through Microsoft’s Purview policies, data stays protected and audit-ready. If you use Outlook daily and need seamless CRM power, this is the solution that fits.
Still have questions about SalesOutlook CRM? Call (661) 384-7070 for more details and personalized assistance.
SalesOutlook CRM Features
Opportunity And Pipeline Management
This feature provides a comprehensive view of your sales funnel, allowing you to track leads from initial contact to final sale. By centralizing this data, it helps your business forecast future sales, analyze performance, and identify areas for improvement, ultimately streamlining your sales process and increasing efficiency.
Automatic Email Filing
SalesOutlook CRM features ‘Automatic Email Filing’ that seamlessly captures all customer communications with the automatic email filing system. This ensures a complete and organized history of interactions is readily available within each contact record. By eliminating manual data entry, it saves valuable time, reduces the risk of human error, and provides a reliable audit trail for all correspondence.
Reporting And Analytics
Powerful reporting tools allow businesses to gain actionable insights into their sales data. The feature integrates with platforms like Excel and Power BI to create detailed reports and visual dashboards. These analytics empower teams to make data-driven decisions, monitor key performance indicators, and identify trends to optimize sales strategies.
Document Management
Users can effectively organize and access all important documents directly within the CRM. The software allows for linking files from shared platforms like OneDrive and SharePoint to specific contacts or opportunities. This centralized approach ensures that teams have constant access to up-to-date information, improving collaboration and workflow efficiency.
Email Templates And Marketing
Professional email templates can be created and utilized for consistent and effective communication. This feature enables users to build standardized responses, marketing messages, and follow-up sequences. By automating email marketing efforts, businesses can nurture leads more effectively and ensure brand messaging remains consistent across all customer interactions.
Pros And Cons of SalesOutlook CRM
Pros
Seamless Microsoft Outlook integration and usability
Improves customer retention and satisfaction rates
Helpful task generation boosts team productivity
Cons
Excessive reminder emails are overwhelming
Limited functionality outside Outlook environment
SalesOutlook CRM Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Not Specified, 1-10 employees
“Excellent Value CRM”
Pros
I just need to open Outlook and everything about my company is right there. This is a really comprehensive CRM that doesn't break the bank. Don't get fooled by those expensive CRM systems, this one handles everything I need.
Cons
It doesn't integrate with Gmail which is a real pain since most of my email communication happens there.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Frequently Asked Questions
What language does SalesOutlook CRM support?
Software is available in the English language only.
Does SalesOutlook CRM have a mobile app?
Yes. It includes a native mobile app for iOS and Android.
What types of pricing plans does SalesOutlook CRM offer?
SalesOutlook CRM offers simple pricing plans tailored to different business needs. The Monthly Plan is available at $40/user/month, while the Annual Plan costs $30/user/month and is billed annually. For businesses requiring NetSuite integration, the NetSuite Plan is priced at $360/user/year. Request a personalized SalesOutlook CRM cost estimate now!
Who are the typical users of SalesOutlook CRM?
The software is well-suited for various industries and departments, particularly sales, marketing, customer service, and data analysis.
What other apps does SalesOutlook CRM integrate with?
SalesOutlook CRM Integrates with Outlook, Word, Excel, Power BI, OneDrive/SharePoint, Teams, Constant Contact, MailChimp, QuickBooks, and NetSuite
What level of support does SalesOutlook CRM offer?
SalesOutlook CRM offers support via phone, email, and an online contact form.
Does SalesOutlook CRM offer an API?
Yes. SalesOutlook CRM provides a full API.