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)

37 Reviews of SalesOutlook CRM

 

Start your review of SalesOutlook CRM

Click to start
https://www.softwareadvice.com/crm/salesoutlook-review/
Software Advice Reviews (28)
More Reviews (9)

Showing 1-20 of 28

Rebecca from Infinite Electronics
Specialty: Manufacturing
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2018

October 2018

Outlook CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

Review Source
 
 

Socrates from Panos Management
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

easy to use

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Cheryl from Axis Clinicals
Specialty: Pharmaceuticals
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

Use of SalesOutlook

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Matthew from Southern Land Company
Specialty: Construction
Number of employees: 201-500 employees Employees number: 201-500 employees

May 2018

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

Product Quality

Customer 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.

Review Source
 
 

Tim from Pixamation
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

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

Product Quality

Customer 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.

Review Source
 
 

Alexandra from Spectrum Electric Inc
Specialty: Maintenance / Field Service
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

A good buy for products value!

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Daniel from Allegiance Finance
Specialty: Banking
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Great

Ease-of-use

Functionality

Product Quality

Customer 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

Review Source
 
 

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.

 
 
 
Write a Review
Showing 1-9 of 9


July 2018

July 2018

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

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

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.

Review Source: Capterra
 


March 2018

March 2018

Good CRM Product

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

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.

Review Source: Capterra
 

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