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.

Supported Operating System(s):
Web browser (OS agnostic)

36 Reviews of SalesOutlook CRM

Showing 1 - 20 of 36

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  • Verified Reviewer

    July 2018

    Used for about 6 months and never felt like a pro at it

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

    The customer/client main page was good and easy to use. It was nice to be able to customize the view and fields to fit what I wanted and used.

    Cons

    I found the reporting process not user friendly and not intuitive to other programs. It seemed clunky and a bit old fashion in the processing and writing.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Socrates from Panos Management

    Specialty: Real Estate

    Number of employees: 2-10 employees

    June 2018

    easy to use

    Ease-of-use
    Functionality
    Quality
    Support

    I liked this product a lot for what I was using it for because it synced my contacts and notes from outlook seamlessly, allowing me to start using it to track and manage our client conversations immediately. I've since moved to another CRM service - it wasn't easy to transfer the data - but this is great for small businesses in my opinion because of the simplicity.

    Pros

    Very basic, straight-forward user interface. Syncs with outlook - works great with MS software/apps. Unlike some other CRM services with a ton of stuff going on, this software really just has the most essential things shown and can be customized to add/take off things to suit your business needs. Information is easy to input and easy to find, read and access thereafter.

    Cons

    In some cases, it would be nice to have some more accessibility to information in ways that other CRM services offer. It doesn't work well with mailboxes not synced through Outlook.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Cheryl from Axis Clinicals

    Specialty: Pharmaceuticals

    Number of employees: 51-200 employees

    June 2018

    Use of SalesOutlook

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    As I work with it, I am starting to appreciate the potential.

    Pros

    1) User Friendly; 2) easy to address information generated in opportunities; 3) contact information is very valuable

    Cons

    It is sometimes hard to create appropriate summary reports, especially actions of account managers.

    This review was submitted organically. No incentive was offered
    Review Source
  • Matthew from Southern Land Company

    Specialty: Construction

    Number of employees: 201-500 employees

    May 2018

    Full integration with MicroSoft Outlook is valualble, but can be offset by the challenges of working as a MicroSoft partner.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I think the overall value is good because we are a dedicated Microsoft Outlook office. I would like to see SalesOutlook lower the cost for the integrated email components and modules so we can do basic email services without much more cost and less learning.

    Pros

    The full, seemless integration into our corporate desktop and office applications is exceptional, and saves us time.

    Cons

    Lack of full functionality for customized and complete forms in the mobile app are a weakness, and Microsoft itself causes various upgrade problems that get in our way. The system needs some stronger "self-programming" or development tools for customization.

    This review was submitted organically. No incentive was offered
    Review Source
  • Tim from Pixamation

    Specialty: Software / IT

    Number of employees: 11-50 employees

    May 2018

    So far I am loving your SalesOutlook program. By far the best I have seen. Nicely integrated! Simple! Powerful! Fast!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Nicely integrated! Simple! Powerful! Fast! The Systems Engineer that helped with our implementation is super knowledgeable and I like knowing I have support.

    Cons

    No issues with the implementation so far. We are still customizing the fields, pick list values and Crystal Reports.

    This review was submitted organically. No incentive was offered
    Review Source
  • Alexandra from Spectrum Electric Inc

    Specialty: Maintenance / Field Service

    Number of employees: 2-10 employees

    March 2018

    A good buy for products value!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Since we bought the software most of everything we've used it for has paid off. We're satisfied that we got the value of what we paid for it.

    Cons

    Although, I do believe the software could use an update and mostly have more integrated features because sometimes you can cut short on features.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    March 2018

    Good CRM Product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    There are many benefits to this software, but it is also a bit difficult to learn. Highly recommend for people who are willing to learn or are familiar with Microsoft products.

    Pros

    I would recommend this product to anyone who is already familiar with Microsoft products and is in need of a CRM software.

    Cons

    It is a bit difficult to learn and get used to, but once you are able to master how to use it it works well. It is just something that may take some time to learn all the ins and outs of.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Daniel from Allegiance Finance

    Specialty: Banking

    Number of employees: 11-50 employees

    February 2018

    Great

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

    Easy to use with convenient software and customer friendly features that allow me to know right away what to do.

    Cons

    the cost of the product can be relevant to other products out there that provide similar service for a fraction like base

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Adam from Tri-Tech Forensics

    January 2018

    An invaluable sales tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ingrid from BlackStone

    Specialty: Real Estate

    Number of employees: 201-500 employees

    December 2017

    Needed! And Useful.

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Rebecca from Electrical/Electronic Manufacturing

    Specialty: Energy

    Number of employees: 51-200 employees

    December 2017

    Sales outlook use

    Ease-of-use
    Functionality
    Quality
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Peter from ACI Development

    Specialty: Consulting

    Number of employees: 2-10 employees

    December 2017

    OutlookCRM

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Donna from Bartech Group

    December 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Luke from RE/MAX Platinum Salas Team

    Number of employees: 11-50 employees

    September 2017

    Sales Outlook has saved our company so much time!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Aakankshya from Zenorganicsalon

    Specialty: Software / IT

    Number of employees: 10,000+ employees

    August 2017

    Sales outlook is convenient to use

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Shannon from NER Inc.

    Specialty: Engineering

    Number of employees: 11-50 employees

    August 2017

    Easy to use and navigate.

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Tracy from Keystone Certifications Inc.

    Specialty: Other services

    Number of employees: 11-50 employees

    July 2017

    Very disappointing with extermely poor customer support

    Ease-of-use
    Functionality
    Quality
    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.

  • Debbie from Wisconsin Lift Truck

    April 2017

    CRM - Uses to help track customer

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    Good to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    Review Source: Capterra
  • Robert from Aerotek

    Specialty: Other services

    Number of employees: 10,000+ employees

    January 2017

    Great system

    Ease-of-use
    Functionality
    Quality
    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

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