App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

SalesOutlook CRM Pricing, Features, Reviews and Alternatives

SalesOutlook CRM product overview

Price starts from

25

/user

Per month

What is SalesOutlook CRM?

SalesOutlook CRM utilizes the security of Microsoft 365 to turn your Office system into a full fledge CRM.

Key benefits of using SalesOutlook CRM

• Fully embedded inside Outlook for PC
• 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

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support

Training options

Live Online
Documentation
Videos
Webinars

SalesOutlook CRM pricing information

Value for money

4.0

/5

42

Starting from

25

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

SalesOutlook CRM features

Functionality

4.0

/5

42

Total features

47

3 categories

Most valued features by users

Reporting/Analytics
Activity Dashboard
Third Party Integrations
Reporting & Statistics
Alerts/Notifications
API
Data Import/Export
Activity Tracking

Functionality contenders

SalesOutlook CRM users reviews

Overall Rating

4.0

/5

42

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.97/10
Rating distribution

5

4

3

2

1

15

18

5

3

1

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.

AR

Anonymous Reviewer

Good experience with your product, thank you for asking me for a review of your product so I can get a gift.

lp

lori p.

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.

NR

NURA R.

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.

MM

Matthew M.

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.

TR

Tracy R.

Very disappointing with extermely poor customer support.

TR

Tracy R.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

A great CRM

Reviewed 4 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Finally a system that does just what I need

Reviewed 2 months ago

One system to house all my information for clients, suppliers and onboarding

Pros

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

Cons

I just miss physical manuals sometimes but everyone is digital now

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

CRM is nice software which I work on

Reviewed a year ago

Its nice software for Sales & marketing you can track and monitor your sales team and document your contract

Pros

I like task Generation feature of this software its vary helpful to track your tasks.

Cons

I like this software but some least problem is Its give us too much reminder mail.

Vendor response

Sarvesh, You can turn off reminders and use our Sales Dashboard to see your meetings for the week and tasks due. Thanks Sales Team

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

It works the way our brains work!

Reviewed 7 years ago
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...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great for both novice and experienced CRM users

Reviewed 10 months ago

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.

Pros

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.

Cons

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

Common SalesOutlook CRM comparisons

Related categories