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.
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
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.
See How It WorksSalesOutlook 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.
See How It WorksPowerful 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.
See How It WorksUsers 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.
See How It WorksProfessional 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.
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