SalesOutlook CRM Software


 

SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. SalesOutlook 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 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 easily access contact information, providing instant visibility into all the necessary information related to any particular buyer. SalesOutlook 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.

It's a great fit for growing companies in a variety of verticals.

 

SalesOutlook CRM - SalesOutlook Toolbar
 
  • SalesOutlook CRM - SalesOutlook Toolbar
    SalesOutlook Toolbar
  • SalesOutlook CRM - Account Profile Screen
    Account Profile Screen
  • SalesOutlook CRM - Management Dashboard
    Management Dashboard
  • SalesOutlook CRM - Contact Profile
    Contact Profile
  • SalesOutlook CRM - Customer Service
    Customer Service
Supported Operating System(s):
Web browser (OS agnostic)

28 Reviews of SalesOutlook CRM

 

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Software Advice Reviews (21)
More Reviews (7)

Showing 1-20 of 21

Ingrid from BlackStone
Specialty: Real Estate
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2017

December 2017

Needed! And Useful.

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

Easy to use, the system lets you realize it's used since each tab is self-explanatory.
The interface is simple.

Review Source
 
 

Rebecca from Electrical/Electronic Manufacturing
Specialty: Energy
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

Sales outlook use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Very easy to use. Simple and easy to navigate, easy to find everything. I enjoy the ability to get around and find what I'm looking for.

Review Source
 
 

Peter from ACI Development
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

OutlookCRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Would like to see more integrated features.

Pros

Easy to use, has all of the info you need for a small business to see company information and activities.

Cons

the lack of seamless integration between all of the pages so that information can be viewed from anywhere in the product.

Review Source
 
 

Aakankshya from Zenorganicsalon
Specialty: Software / IT
Number of employees: 10,000+ employees Employees number: 10,000+ employees

August 2017

August 2017

Sales outlook is convenient to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

The UI is self explanatory.Its easy to navigate and customizable to your organizations need.Customer inquiry is very easy, managing leads is convenient too.

Cons

The UI is could be more user friendly like salesforce. This one looks more like the older day screens.The product was also not compatible with certain windows version you have to use older ones.

Review Source
 
 

Shannon from NER Inc.
Specialty: Engineering
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Easy to use and navigate.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Outlook CRM is a good value for the cost. It syncs with outlook, which is nice.

Cons

Some other products have higher functionality and more capabilities, but if you're looking for a user friendly tool, this should work.

Review Source
 
 

Tracy from Keystone Certifications Inc.
Specialty: Other services
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Very disappointing with extermely poor customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

After it was realized that the product would not work, we were told sorry but no refunds. After several weeks of wasted time with the SF tech rep for a product that never worked we were told too bad. They offered to continue attempts to make operational but we would have to pay for additional tech support hours.

Pros

Nothing. Was never able to make functional despite multiple attempts by the SalesOutlook tech rep to repeatedly download the software; which they billed against pre-paid tech support.

Cons

The product would not operate properly on Windows 10 with Office 365 despite multiple reloads of Office 365 and the SalesOutlook software.

 
 

Robert from Aerotek
Specialty: Other services
Number of employees: 10,000+ employees Employees number: 10,000+ employees

January 2017

January 2017

Great system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I love the convenience of Salesforce and also the ability to use it on my smartphone

Pros

Accessibility
Ease of use

 
 

NURA from Delta Retirement Center
Specialty: Healthcare / Medicine
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Five Stars

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It is a great Product and works really well for our business. Setting up meetings on the calendar and being able to invite all the participants is great to ensure none of us miss the meeting.

Pros

Pretty much everything!

 
 

Anthony from Dalcor Real Estate
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Dalcor Real Estate

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It was very useful and well organized. The contacts information enabled me to contact my clients and helped.

Pros

The ease to put my contacts in and get organized.

Cons

The cost and the start up time to load in additional information like Birthday's.

Advice to Others

It is one of the best products out there.

 
 

Nan from keller williams group one
Specialty: Real Estate

September 2016

September 2016

Has limitations as to personalizing newsletters

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Reliable and easy to work with, clear in terms of usability, not complicated on daily basis

Likes Least

Can be limited as to specific templates to work with

Recommendations

Figure out how to make this less limited in sendouts

 
 

Erdem from Midwest Foods Inc.
Specialty: Food / Beverage

September 2016

September 2016

SalesOutlook CRM SQL

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

SalesOutlook CRM is easy to use Customer Relationship Managment system. Our company decied to go with with Sales Outlook because it easliy integrates with Microsoft Outlook so there is no need extra steps.

Likes Least

I wish online instructions will be more detailed. You really need to self educate yourself. There is not much you can find online.

Recommendations

Make sure you educate your staff before go online with this CRM. O

 
 

Sue from City of Hamilton
Specialty: Other

September 2016

September 2016

SalesOutlook

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

SalesOutlook is easily installed and the customer support was exceptional.

Likes Least

At this point, there is nothing we've uncovered that does not meet our expectations.

Recommendations

Be sure to request an on-line introduction to the features and functions for you and your team. It was very helpful in identifying that this was the right CRM tool for our organisation's requirements.

 
 

Mary from EBIO
Specialty: Manufacturing

July 2015

July 2015

It works the way our brains work!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

We have been using SalesOutlook only for a short time in our business. We decided on SalesOutlook for two main reasons: 1) It is integrated with the Outlook email client which we already use, and 2) It appeared to be intuitive, i.e. it works like the way our brains work … well some of us anyway. The main problems with any CRM software are to do with inputting accounts, contacts, sales opportunities etc. from a previous CRM. However, this is more due to the way the previous CRM dealt with data rather than SalesOutlook. I have to say, though, that SalesOutlook was quicker than our last CRM at inputting our data. We got the Quickbooks integration module. We already used Quickbooks but we thought it would make life easier to be able to use it in SalesOutlook rather than have to go into Quickbooks separately. For this to work there has to be a dedicated computer that would switch on at a given time to download the last days invoices from Quickbooks. This is usually the administrator’s computer. However, because we have to leave it on all the time we decided to use a netbook, which seems crazy I know but it works fine. There will be more challenges as time goes on but as we come across them it makes us more familiar with the process. Each company requires a different way of working with a CRM so there will be changes and updates. That was the same with our previous CRM. Set up is part and parcel of any CRM and it takes time and SalesOutlook is no exception. The technical support team work hard to help you through the process and solve problems. The only fly in the ointment is the training. The time allotted to it isn’t enough. We learned a lot through trial and error, and maybe that’s the better way to learn anyway. Overall, for our business, it works great. I would say to ask me again in 6 months, but when asked if they’d rather go back to the old one, I get a resounding “No!”

Likes Least

If I had to choose something to dislike it would be the time to set it all up. However, the set up time is the same for most CRMs so it isn't really a salesoutlook problem alone. Training needs more time, but as I said in the full review we learned more from trial and error.

Recommendations

If anyone wants to evaluate the software, go for a trial period and negotiate training in two stages. One, the initial stage where it gives an overview of the application, and then take each group of people with particular work needs and go into more detail. You will need more time than you think to get familiar with it and take notes. Although it seems to work like our brain does (or how we think our brain works), when it comes to manually interpreting that using motor skills ... it's a totally different situation.

 
 

Kim from Radiance
Specialty: Consulting

November 2014

November 2014

Carrasco Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Easy to use, user-friendly software, and provides good followup results.

Likes Least

Nothing so far. I have been very pleased with the program

Recommendations

Consider your team's technological experience and the type of results desired.

 
 

Craig from GAF Materials Corporation
Specialty: Manufacturing

November 2014

November 2014

Sr Business Analyst - Sales

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Tracking appointments and activities, sales call, and branch visits.

Likes Least

Duplication of data management, accounts, big brother aspect to the sales force.

Recommendations

This is a great tool for sales professionals and senior management.

 
 

Andrea from S&d consulting
Specialty: Other services

November 2014

November 2014

Crm review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Functionality and ease of use with program and layout.

Likes Least

Ease of connecting with live customer service as needed.

Recommendations

Make sure the program's strong point meets your company's needs.

 
 

Dulcie from CPWM
Specialty: Retail

October 2014

October 2014

My Review - by Dulcie

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It makes the work flow smoother than many of the other options available.

Likes Least

There could always be more user support from the vendor. A higher level of attention, so to speak.

Recommendations

Check your options out before you commit to any one software. It can be hard to change after you start.

 
 

Holly from Lifestyle Risk Calculator
Specialty: Healthcare / Medicine

October 2014

October 2014

Gets the job done

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I really like the service that comes along with it. There are people available in case you need help understanding any function.

Likes Least

Contact input can be tedious if you have many different accounts or different tags to be assigned.

Recommendations

Make use of all the functions they provide with the system. Newsletters, sales reports, newsletter reports, any new leads or opportunities with any kind of business!

 
 

David from DAGcommunications, Inc.
Specialty: Telecommunications

October 2014

October 2014

It's OK waiting for another option

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It works for us right now and we will start shopping around next year.

Likes Least

Need more options since we are a sales company in the communications sector.

Recommendations

Understand the market and your business sector, a lot of changes and new options coming in 2015.

 
 

Siedel from Inspired Review
Specialty: Legal

October 2014

October 2014

It's good and works well. Everyone likes it a lot.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's very easy to understand, and for me, that is the most important thing, as well as for my colleagues in this company.

Likes Least

I don't like reading the fine print of the disclaimers, but no one does. Yet, it is important to read it to know your rights.

Recommendations

I would recommend talking to other people who have used the software before and getting feedback.

 
 
 
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Showing 1-7 of 7

Adam from Tri-Tech Forensics

January 2018

January 2018

An invaluable sales tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to use, with each tab labeled simply and clearly. It is so easy to reach many customers at once and has really helped free up some of our marketing/sales time.

Cons

I do not like how you have to manually enter contacts. There should be a feature to import a list or an easier way to get lists in there.

Review Source: Capterra
 

Donna from Bartech Group

December 2017

December 2017

Great value for the product, and what it's able to be used for Account Management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

managing my clients in an easy way

Pros

It is very easy to use, if you know how to use a mouse and basic computer skills you can master this in no time

Cons

The only con, I can even think of is that this was a new program to me, having used other sales software, so I had to just get used to it.

Review Source: Capterra
 

Luke from RE/MAX Platinum Salas Team
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Sales Outlook has saved our company so much time!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like that the Sales Outlook allows for us to reach our Contacts in an efficient manner. Before we would waste so much time trying to reach out to our clients but with this software, we have really boosted our sales as we have more time to actually reach out to our contacts instead of the hassle of trying to manage our contacts through a less efficient CRM system.

Cons

The only thing that I dislike about the software is that we have to manually input the contacts in. If there was a feature that allowed for people who signed up on our site to automatically be added to our CRM, that would be fantastic.

Review Source: Capterra
 

Debbie from Wisconsin Lift Truck

April 2017

April 2017

CRM - Uses to help track customer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Use at work. To track customer base information and follow up on the orders/quotes. Tracks phone calls and emails.

Review Source: Capterra
 

Arif from Inautix

January 2017

January 2017

Good to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

User friendly , easy access . Faster than other apps. new added features which gives wide range of options .

Review Source: Capterra
 

lori from aig

October 2016

October 2016

tech review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

good experience with your product, thank you for asking me for a review of your product so I can get a gift

Review Source: Capterra
 

Jennifer from JETT Pump & Valve

February 2016

February 2016

Buyer Beware!!!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Customer service is rude and slow to answer. This program requires LOTS of training to use to it's full potential. It's not worth the huge amount of training time. There are no online videos or quick how-to guides.
DO NOT buy this product! The company is NOT honest. You are required to have an Office 365 account prior to set up. If you don't have one they will make you one and never tell you. It is a security threat. No interaction with this company since our purchase has built any kind of trust.

Review Source: Capterra

  Response: SalesOutlook, SalesOutlook Inc.

Date: October 2016

October 2016

 

Jennifer,
As we discussed, SalesOutlook requires an Exchange server to operate. We are sorry you misunderstood this. We setup an account for you on Office 365 at no cost to you.

Office 365 is not a security threat and we are glad we were able to resolve your concerns.
Thank you,

SalesOutlook Support Team