# SalesOutlook CRM Software Reviews, Demo & Pricing - 2026 > Review of SalesOutlook CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/salesoutlook-crm-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / SalesOutlook CRM Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/alternatives/) # SalesOutlook CRM 2026: Benefits, Features & Pricing Wondering if SalesOutlook CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview SalesOutlook CRM 4.3 [(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/) 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. Wondering if SalesOutlook CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## SalesOutlook CRM User Interface ## Popular SalesOutlook CRM Alternatives Main Product SalesOutlook CRM 4.3 [(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/) Ratings Breakdown - 4.24Ease of use - 4.29Value for money - 4.06Customer support - 4.24Functionality Pricing Starting at $40.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4465)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18786)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(734)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.73Value for money - 4.49Customer support - 4.50Functionality Pricing Starting at $7.00 per year Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(601)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.79Value for money - 4.80Customer support - 4.70Functionality Pricing Starting at $250.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Microsoft 365 Integration rated undefined from -1 review Microsoft Excel Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Mailchimp Integration rated undefined from -1 review Microsoft Teams Integration rated undefined from -1 review Dynamics 365 Business Central Integration rated undefined from -1 review See all 9 integrations ## SalesOutlook CRM User Reviews Overall Rating 4.3 Ratings Breakdown 5 49% 4 37% 3 8% 2 4% 1 1% 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More VR Verified Reviewer Computer Software 51-200 employees Used weekly for less than 6 months Review source Reviewed September 2025 Seamless CRM Integration Within Outlook 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More ML Mariah L. Verified reviewer Non-Profit Organization Management 2-10 employees Used weekly for free trial Review source Reviewed August 2025 SalesOutlook 3 As far as my overall experience with salesoutlook CRM was pretty enjoyable it was easy to use and navigate. Great for employees Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 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. Read More BF Brandon F. Verified reviewer Arts and Crafts 2-10 employees Used daily for less than 2 years Review source Reviewed October 2025 daily user 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More CH 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 4 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 5 Ease of use 4 Value for money 4 Customer support 3 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. Read More VR Verified Reviewer Sports 201-500 employees Used daily for less than 12 months Review source Reviewed October 2025 If you use Outlook, its great! 5 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 5 Ease of use 5 Value for money 4 Customer support 4 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. Read More MB 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. 4 Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 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. Read More MA 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 \[Specify the Name\]. 5 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 5 Ease of use 4 Value for money 5 Customer support 4 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. Read More MR 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More 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 5 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 5 Ease of use 3 Value for money 3 Customer support 4 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. Read More Showing 1 - 10 of 71 Reviews [See All Reviews](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/) ## SalesOutlook CRM Popular Comparisons [HubSpot CRM vs SalesOutlook CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/373716-salesoutlook-crm/)[Salesforce Sales Cloud vs SalesOutlook CRM](https://www.softwareadvice.com/compare/2764-Salesforce/vs/373716-salesoutlook-crm/)[Zoho CRM vs SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/vs/zoho-crm/)[Bigin by Zoho CRM vs SalesOutlook CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/salesoutlook-crm/)[Kylas Sales CRM vs SalesOutlook CRM](https://www.softwareadvice.com/marketing/kylas-profile/vs/salesoutlook-crm/)[Ploomes CRM vs SalesOutlook CRM](https://www.softwareadvice.com/compare/373716-salesoutlook-crm/vs/449937-Ploomes/)[Dynamics 365 vs SalesOutlook CRM](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/373716-salesoutlook-crm/)[eWay-CRM vs SalesOutlook CRM](https://www.softwareadvice.com/crm/eway-profile/vs/salesoutlook-crm/)[Nutshell vs SalesOutlook CRM](https://www.softwareadvice.com/crm/nutshell-profile/vs/salesoutlook-crm/) [Compare All Alternatives](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (251) Recently recommended **88** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18786) Recently recommended **83** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **52** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **50** times Stuck Between Options? 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