SalesOutlook CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

SalesOutlook CRM

4.3

(71)

Pricing

Starting at $40.00 per month

About SalesOutlook CRM

SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database.

SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as 'opportunity' or 'customer inquiry' directly from the email interface. By right-clicking on a customer name, users can access contact information, providing instant visibility into all the necessary information related to any particular buyer. The Outlook CRM is a specialized system that builds upon a frequently used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction.

SalesOutlook CRM Screenshots

SalesOutlook CRM Pricing and Plans

Starting price: $40.00 per month

Free Trial

Free Version

Basic

$40.00

per user, per month

Plan includes:

Auto File Emails
100% inside of Outlook
Reporting
Quality Assurance
High Security

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SalesOutlook CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of SalesOutlook CRM
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Calendar/Reminder System
Calendar Sync
Campaign Management
Contact Database
Contact Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Email Marketing
Email Templates
Forecasting
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Mobile App
Opportunity Management
Referral Tracking
Reminders
Reporting & Statistics
Sales Forecasting
Sales Reports
Social Media Integration
Third-Party Integrations

SalesOutlook CRM Integrations

LinkedIn for Business

Microsoft 365

Microsoft Excel

Microsoft Word

Microsoft Outlook

CRD Crystal Reports Automation

See all 10 integrations

SalesOutlook CRM User Reviews

Overall Rating

4.3

Ratings Breakdown

49%

37%

Secondary Ratings

Ease of Use

4.2

Value for money

4.3

Customer support

4.1

Functionality

4.2

Patrice C.

Verified reviewer

Insurance

51-200 employees

Used daily for more than 2 years

Review source

Reviewed August 2025

OUTLOOK CRM WITH SALES

Overall my experience using this platform is that it keeps me organized with my emails, and contacts, tasks, sales deals. I especially like the fact that you can organize folders to keep mointor on the company’s and customer that is used for your sales for the organization.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I liked most about Sales Outlook is great for your business communication tool for the beginning of the day and the end of the day. It has so many advanced features to keep you organized. For example, calendar, and being able to mointor your sales performance for the business that you are prospecting for. Your able to track customers data and forecast activity throughout the day, weekly and monthly. This great added feature because this will lead to improved sales and activity and happy customers. The Sales outlook allows you to track sales productivity on a day to day basis.Great tool to use

Cons:

What I like least is that needs to be more automation features but overtime I am sure it will improve generally.

Verified

Reviewer

Computer Software

51-200 employees

Used weekly for less than 6 months

Review source

Reviewed September 2025

Seamless CRM Integration Within Outlook

My overall experience with SalesOutlook CRM has been positive. It’s a cost-effective solution that works seamlessly with Outlook, making it easy to learn and adopt. I found it especially useful for sales management, reporting, and email marketing, since everything is connected in one place. While it may lack some of the advanced customization and modern UI of larger CRMs, it delivers reliable performance, strong security, and solid value for small to mid-sized teams that rely heavily on Outlook.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really liked how SalesOutlook CRM combines Outlook with CRM features in a simple, cost-effective way. From a value for money perspective, it’s affordable compared to many other CRMs while still offering solid functionality.In terms of security, integration with Outlook and Exchange provides enterprise-level data protection

Cons:

What I liked least about SalesOutlook CRM is that because it is so tightly tied to Outlook, it can feel limiting if your team uses other email platforms or tools.

Reasons for switching to SalesOutlook CRM

I made the switch because I wanted a CRM that worked directly within Outlook, eliminating the need to constantly switch between multiple platforms. SalesOutlook CRM offered a simpler learning curve, better value for money, and strong email marketing and sales tracking features compared to my previous tool. It gave me a more streamlined workflow and improved overall productivity.

Mariah L.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used weekly for free trial

Review source

Reviewed August 2025

SalesOutlook

As far as my overall experience with salesoutlook CRM was pretty enjoyable it was easy to use and navigate. Great for employees

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I thought that the software or website itself was smooth. It seemed easy to navigate without glitches.

Cons:

I think that there was a lot of information squeezed together and could have been spread out a little more.

Brandon F.

Verified reviewer

Arts and Crafts

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2025

daily user

SalesOutlook CRM has boosted our team's productivity and client engagement. It's reliable, easy to use, and perfect for Outlook-centric workflows. Just wish the mobile app was more robust.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

SalesOutlook CRM streamlined our entire sales process. The Outlook integration is seamless, making it easy to track emails, schedule follow-ups, and manage contacts without switching platforms. Reporting tools are intuitive and customizable.

Cons:

The interface could use a refresh—it feels a bit dated compared to newer CRMs. Limited customization for reports.

Reasons for switching to SalesOutlook CRM

Salesforce Sales Cloud Why switch: Offers advanced customization, AI-powered insights, and a vast ecosystem of integrations. Ideal for scaling businesses that need deep analytics and automation.

Cindy H.

Verified reviewer

Human Resources

51-200 employees

Used daily for less than 12 months

Review source

Reviewed August 2025

Outlook-Friendly CRM That Keeps Things Simple

Sales Outlook CRM is easy to use, especially if you already work in Outlook. Setup is quick, and it’s simple to turn emails and meetings into contacts, companies, and deals. The pipeline view is clear, search is fast, and basic reports are enough for weekly check-ins. It’s not great for heavy customization or complex automations, and integrations outside the Microsoft world can be limited. Mobile works but isn’t amazing. Overall, it’s a solid, no-frills CRM for teams that live in their inbox and want something straightforward without a long setup or training. Overall easy on the learning curve.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As a job recruiter what I like best is not having to switch in Outlook: Being able to turn any email or meeting into a tracked candidate or client record without leaving the inbox is the biggest win. It feels like a natural extension of Outlook rather than “another tool.”

Cons:

Mobile use, automation and reporting need improvement. Mobile experience is just okay: You can do essentials on the go, but heavy recruiters who live on mobile may find it cramped or slower than best-in-class mobile apps. Automation isn’t very rich: Simple workflows and reminders are fine, but advanced, branching automations, multi-step cadence builders, and lead/candidate scoring are limited without add-ons. Reporting and analytics are basic: Good for pipeline snapshots, but not for advanced forecasting, cohort analysis, or custom dashboards without exporting to Excel/Power BI.

Verified

Reviewer

Sports

201-500 employees

Used daily for less than 12 months

Review source

Reviewed October 2025

If you use Outlook, its great!

SalesOutlook CRM worked well for our team that lives in Outlook and wanted CRM features without a full reset. If you’re already Outlook‑centric it’s a smart fit; if you need advanced CRM features you might outgrow it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked how it sits right inside Outlook so our team didn’t have to switch apps and all our emails, contacts and tasks felt connected. The reporting and pipeline tracking got us more visibility without a lot of extra training.

Cons:

I didn’t like that the interface felt a little outdated and the mobile experience wasn’t as smooth as desktop. Some customization and modern CRM features felt missing compared to bigger competitors.

Mark B.

Verified reviewer

Insurance

2-10 employees

Used daily for free trial

Review source

Reviewed September 2025

SalesOutlook CRM a great tool for people using Outlook.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

SalesOutlook CRM seems like a good Value for Money and if you are accustomed to using Outlook email the Learning Curve is not too difficult to set up and use. It's built with good Security and is excellent with Sales Reporting tool and keeping Sales Management in order and also has good Email Marketing tools.

Cons:

* Limited customization: Not suitable for businesses with complex or highly customized sales processes. * Fewer integrations: Integrations are mostly limited to the Microsoft environment, which can be a drawback for companies using other systems. * Less robust mobile app: The mobile experience is generally functional but less powerful than dedicated mobile apps from competitors. * Basic reporting: While sufficient for weekly check-ins, the reporting capabilities are not as advanced as those of larger competitors.

Mohammad Pervaiz A.

Verified reviewer

Animation

11-50 employees

Used daily for less than 12 months

Review source

Reviewed September 2025

Evaluation and Effectiveness of CRM Software [Specify the Name].

A holistic, data-driven approach to building and maintaining relationships with customers by personalizing interactions. Helps businesses and manage all interactions and data related to customers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It improves customer satisfaction, communication, retention, sales, and marketing by using personalization and data insights.

Cons:

Its acceleration reduces the image quality, typically sacrificing some temporal and spatial resolution.

Mark R.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 6 months

Review source

Reviewed November 2025

A highly functional must have for your team

It integrates well with other programs increasing its usefulness and efficiency so that you can feel committed to using it on a daily basis.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Simple learning curve gets you up and running quickly and the results are so helpful in managing your prospects

Cons:

That we did not start using it soon enough. It is a cost effective program and we assumed early on that it would be expensive like Salesforce.

Kennedy T.

Verified reviewer

Media Production

2-10 employees

Used monthly for less than 6 months

Review source

Reviewed August 2025

Streamlined CRM with Great Organization Tools

Sales Outlook CRM helped me stay organized and keep client communication consistent. It’s a dependable solution for teams that rely heavily on Outlook and want their CRM tightly integrated. With a few UI and automation updates, it could be even more competitive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Sales Outlook CRM keeps everything in one place — emails, contacts, tasks, and deals — so I never lose track of customer interactions. I liked how it integrates smoothly with Outlook, making it feel like a natural extension of my daily workflow. The search and categorization tools made it easy to find exactly what I needed.especially useful for staying on top of deals.

Cons:

The interface could use a modern refresh, and a few automation features felt a little basic compared to newer CRMs.

Showing 1 - 10 of 71 Reviews

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