SalesOutlook CRM Software

4.00 / 5 (39)

Our advisors have recommended this product 1 time in the last 30 days

About SalesOutlook CRM

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 v...


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Supported Operating System(s):

Web browser (OS agnostic)

39 Reviews of SalesOutlook CRM

Average User Ratings

Overall

4.00 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(13)

13

4 stars

(16)

16

3 stars

(6)

6

2 stars

(3)

3

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 39 results

December 2018

Bradon from CU Online

Company Size: 11-50 employees

Industry: Higher Education

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2018

A great CRM

But using this CRM our team is ensure that they never miss a lead and are always able to see the information that they need when they need it.

Pros

I love how easy it was to get this CRM setup and running with-in our organization. In no time I was able to add field and start tracking leads.

Cons

The only issue i have is the lack of ability in display views. I wish I had the option for a couple different views for meetings and live views.

July 2015

Mary from EBIO

Industry: Electrical/Electronic Manufacturing

Time Used: Less than 6 months


Ease-of-use

4.0

Customer support

4.5

Functionality

4.5

July 2015

It works the way our brains work!

Pros

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 administrators 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 isnt enough. We learned a lot through trial and error, and maybe thats 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 theyd rather go back to the old one, I get a resounding No!

Cons

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.

June 2018

Socrates from Panos Management

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 2 years

Review Source


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

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.

July 2018

Anonymous

Verified Reviewer

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

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.

December 2017

Peter from ACI Development

Company Size: 2-10 employees

Industry: Management Consulting

Time Used: Less than 12 months

Review Source


Ease-of-use

5.0

Functionality

4.0

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.