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CRM for Microsoft Outlook and Office 365
SalesOutlook CRM Pricing, Features, Reviews and Alternatives
SalesOutlook CRM product overview
Key benefits of using SalesOutlook CRM
• Account, lead, contact, service, and opportunity management
• Auto-filing of emails to contacts, accounts, and opportunities
• Quote generator - Excel quotes
• Advanced mobile client
• Workflow automation by sales stages
• Customer service
• Powerful reporting system - Excel reports and Crystal reports
• Email follow-ups and drip campaigns
• Send personalized group or individual emails
• Works with Office 365, hosting and on premise
• Custom opportunity fields in forecasting
• Unlimited custom forms and templates
• Collaborative forecasting
• User permissions and administration
• Track Word and Excel - document management
Typical customers
Platforms supported
Support options
Training options
SalesOutlook CRM pricing information
Value for money
4.0
/5
42
Starting from
25
/user
Per month
Pricing options
Value for money contenders
SalesOutlook CRM features
Functionality
4.0
/5
42
Total features
47
3 categories
Most valued features by users
Functionality contenders
SalesOutlook CRM users reviews
Overall Rating
4.0
/5
42
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend7.97/10
15
18
5
3
1
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Anonymous Reviewer
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lori p.
NR
NURA R.
MM
Matthew M.
TR
Tracy R.
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Tracy R.
Overall rating contenders
Bradon L.
Verified reviewer
Higher Education, 11-50 employees
Used daily for 2+ years
Review source
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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.
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.
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.
Yvonne B.
Financial Services, self-employed
Used daily for less than 6 months
Review source
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One system to house all my information for clients, suppliers and onboarding
SalesOutlook is straightforward, easy to use and customize without any hidden cost and great customer service. It's doesn't require learning a whole new product because it integrates right into Outlook
I just miss physical manuals sometimes but everyone is digital now
Sarvesh Kumar S.
Verified reviewer
Packaging and Containers, 501-1,000 employees
Used daily for 2+ years
Review source
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Its nice software for Sales & marketing you can track and monitor your sales team and document your contract
I like task Generation feature of this software its vary helpful to track your tasks.
I like this software but some least problem is Its give us too much reminder mail.
Sarvesh, You can turn off reminders and use our Sales Dashboard to see your meetings for the week and tasks due. Thanks Sales Team
Mary E.
Electrical/Electronic Manufacturing,
Review source
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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...
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.
Dana S.
Marketing and Advertising, 51-200 employees
Used daily for 1-2 years
Review source
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Prior to implementing a CRM, we had no way to capture all of the sales intelligence our sales team had on our customers. Some reps kept paper notes, some used one note, some kept it in their head. With having an older sales force and facing upcoming retirements, we needed an easy solution to start capturing this data. SalesOutlook has done just that. The implementation was seamless and the customer service is outstanding. Quick response by [SENSITIVE CONTENT] every time we have a question or an issue.
SalesOutlook is our company's first CRM system, so we needed to find a system that not only met our needs from a sales and management standpoint, but also was easy to understand and use for our tenured sales reps who have never worked in a CRM. SalesOutlook fit the bill. We also love that it is integrated into Outlook, so the sales reps do not need to sign into a separate system.
For our situation, SalesOutlook fits all of our needs.
SalesOutlook CRM FAQs and common questions
Q. What type of pricing plans does SalesOutlook CRM offer?
SalesOutlook CRM has the following pricing plans:
Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
Q. Who are the typical users of SalesOutlook CRM?
SalesOutlook CRM has the following typical customers:
Mid Size Business, Small Business
Q. What languages does SalesOutlook CRM support?
SalesOutlook CRM supports the following languages:
English
Q. Does SalesOutlook CRM support mobile devices?
SalesOutlook CRM supports the following devices:
Android, iPad, iPhone
Q. Does SalesOutlook CRM offer an API?
Yes, SalesOutlook CRM has an API available for use.
Q. What other apps does SalesOutlook CRM integrate with?
SalesOutlook CRM integrates with the following applications:
Microsoft Outlook, NetSuite CRM, CRD Crystal Reports Automation, Microsoft 365, LinkedIn for Business, Microsoft Word, Microsoft Excel
Q. What level of support does SalesOutlook CRM offer?
SalesOutlook CRM offers the following support options:
Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
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