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.



38 Reviews of SalesOutlook CRM

Overall rating

4.0 / 5 stars

Showing 1 - 20 of 38 reviews

December 2018

Iain from Honeylight Consulting

Company Size: 2-10 employees

Review Source


Ease-of-use

1 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

1 of 5

December 2018

Cannot make contact with the vendor - don't bother trying if you are not based in the USA (they don't care)

Pros

It looked like what we wanted with tight integration of CRM functionality with Outlook. Do not need any further integration with financial or job system (which we manage separately)

Cons

Unable to proceed due to apathy of the vendor. Have tried multiple times to make contact, request demo, can't even download a trial as they are clearly not at all interested in doing business internationally.

October 2018

Rebecca from Infinite Electronics

Company Size: 501-1,000 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

October 2018

Outlook CRM

Pros

This is a very user friendly product. I like the features it has and it connects well with my other programs.

Cons

I have not really found any cons, this has worked well in my daily routine and I greatly value it, along with the rest of my team.

July 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

July 2018

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

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.

June 2018

Socrates from Panos Management

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

easy to use

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.

June 2018

Cheryl from Axis Clinicals

Company Size: 51-200 employees

Review Source


Ease-of-use

3 of 5

Functionality

3 of 5

June 2018

Use of SalesOutlook

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.

May 2018

Matthew from Southern Land Company

Company Size: 201-500 employees

Review Source


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

May 2018

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

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.

May 2018

Tim from Pixamation

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

May 2018

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

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.

March 2018

Alexandra from Spectrum Electric Inc

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Functionality

2 of 5

March 2018

A good buy for products value!

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.

March 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

March 2018

Good CRM Product

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.

February 2018

Daniel from Allegiance Finance

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

Great

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

January 2018

Adam from Tri-Tech Forensics

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

2 of 5

Functionality

5 of 5

January 2018

An invaluable sales tool

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.

December 2017

Ingrid from BlackStone

Company Size: 201-500 employees

Review Source


Ease-of-use

5 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2017

Needed! And Useful.

Pros

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

December 2017

Rebecca from Electrical/Electronic Manufacturing

Company Size: 51-200 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

December 2017

Sales outlook use

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.

December 2017

Peter from ACI Development

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Functionality

4 of 5

December 2017

OutlookCRM

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.

December 2017

Donna from Bartech Group

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2017

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

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.

September 2017

Luke from RE/MAX Platinum Salas Team

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Sales Outlook has saved our company so much time!

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.

August 2017

Aakankshya from Zenorganicsalon

Company Size: 10,000+ employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

August 2017

Sales outlook is convenient to use

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.

August 2017

Shannon from NER Inc.

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Functionality

4 of 5

August 2017

Easy to use and navigate.

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.

July 2017

Tracy from Keystone Certifications Inc.

Company Size: 11-50 employees


Ease-of-use

1 of 5

Value for money

2 of 5

Customer support

1 of 5

Functionality

3 of 5

July 2017

Very disappointing with extermely poor customer support

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.

April 2017

Debbie from Wisconsin Lift Truck

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

April 2017

CRM - Uses to help track customer

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