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

4.00 / 5 stars

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Showing 1 - 20 of 38 reviews

July 2015

Mary from EBIO


Ease-of-use

4 of 5

Customer support

4.5 of 5

Functionality

4.5 of 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 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!”

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

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.

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.

December 2018

Bradon from CU Online

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

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.

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.

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.

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.

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.

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.

September 2016

Erdem from Midwest Foods Inc.


Ease-of-use

3.5 of 5

Value for money

3.5 of 5

Customer support

2.5 of 5

Functionality

3.5 of 5

September 2016

SalesOutlook CRM SQL

Pros

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.

Cons

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

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.

September 2016

Nan from keller williams group one


Ease-of-use

3 of 5

Value for money

4.5 of 5

Customer support

3 of 5

Functionality

3 of 5

September 2016

Has limitations as to personalizing newsletters

Pros

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

Cons

Can be limited as to specific templates to work with

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.

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.

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.

November 2016

Anthony from Dalcor Real Estate

Company Size: 2-10 employees


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

3 of 5

November 2016

Dalcor Real Estate

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.

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.

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