Outlook Customer Manager Pricing, Features, Reviews & Comparison of Alternatives

Outlook Customer Manager

Lightweight CRM for Outlook in Office 365

4.56/5 (9,580 reviews)

Outlook Customer Manager overview

What is Outlook Customer Manager?

Outlook Customer Manager is a lightweight customer relationship management (CRM) tool for Outlook as part of Office 365. Currently, Outlook Customer Manager is being rolled out to Office 365 Business Premium subscribers in the First Release program, and will be released worldwide in the coming months.

Outlook Customer Manager is designed to assist small businesses in managing their customer relationships, by providing a complete view of all interactions with each customer, generating reminders for upcoming meetings and deadlines, and enabling users to track all in-progress deals and tasks. Customer information is automatically gathered from call logs, emails, and calendars within Office 365, organized and presented as a timeline alongside the Outlook inbox. Details such as calls, emails, meetings, files, notes, tasks, deals, and deadlines are all presented in the timeline, to prevent users from needing to manually enter or search for customer data. Data can be shared with other team members, enabling any user to take a customer’s call with access to all the necessary information, including recent calls, upcoming meetings, and deal stages.

Tasks in Outlook Customer Manager can be associated with a particular contact, company, or deal, and a list of the most important deals and customers is automatically generated and presented as the ‘Focused’ list, to assist users in prioritizing their time. Deals can also be listed by priority, amount, stage, and close date. The Outlook Customer Manager mobile app gives users access to customer and deal information from anywhere, allowing quick check-ins before meetings, and the creation of new contacts from scanned business cards.

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

Europe, Asia, Australia, Brazil, Canada and 9 other markets, China, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom, United States

Supported languages

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish and 15 other languages, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish
Outlook Customer Manager screenshot: Outlook Customer Manager presents a timeline of customer information alongside the Outlook inboxIntroducing Outlook Customer ManagerOutlook Customer Manager screenshot: Customer information is automatically gathered from email, call log, and calendar data in Office 365Outlook Customer Manager screenshot: Users can view their daily reminders and tasks in the Outlook Customer Manager mobile appOutlook Customer Manager screenshot: Customer information can also be accessed through the Outlook Customer Manager mobile appOutlook Customer Manager screenshot: Users can view and manage all of their tasks for the current day on the 'Today' tab in Outlook Customer ManagerOutlook Customer Manager screenshot: The 'Focused' tab presents users with a list of important deals and customers to assist task prioritizationOutlook Customer Manager screenshot: Tasks can be associated with customers, companies, or deals in Outlook Customer Manager

Outlook Customer Manager reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.5
  4.4
  4.2
Mark Ryken

Teams simplifies communication

Used daily for 1-2 years
Reviewed 2019-12-18
Review Source: Capterra

We have been very happy with Teams and I recommend it to everyone I work with.

Pros
Teams centralize most of the internal communications of my clients. I use it to interact with them and they use it to communicate clearly with each other. By that I mean we have set up channels for all of their different tasks and they can easily post questions or information pertinent to that channel easily and keeping the information organized. We also use it to conference with customers and it allows us to share our screens so that we can all see the information at the same time. It is very easy to schedule these conferences or to create one ad hoc.

Cons
It has been confusing knowing what needed to be configured to allow customers to dial into a phone number for conference calls. I upgraded users that needed this functionality and added minutes to their accounts so that customers could call in, but the minutes were never used even though they used this feature. I wouldn't have spent the money on it if it was clear that it was unnecessary.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Anonymous

An excellent tool to handle equipment of all sizes.

Used daily for 1-2 years
Reviewed 2019-12-12
Review Source: Capterra

The experience in general has been very good, it solves quite well the general problems that a team can present in its day to day, bugs are not recurring and it is above all an application that can be trusted, it only takes a place where add the credentials that the team uses constantly, to my mind.

Pros
I really like how without the need to get out of the same tool we can do so many things, it is an excellent place to coordinate everything from daily meetings with the team such as taking forums, doubt sections, documentation control and much more. Personally, the daily use and communication method is very good, the chat is quite comfortable to use, the calls are usually of very good quality and you can have together with many people at the same time, it does not require many resources in your machine and the truth is that almost never fails, it is very rare to report bugs in this application.

Cons
The main problem with this application in general is that you need to have a good internet to be able to use it correctly and fluently, if it is not your case you will notice constant lost calls and constant signs that it can present failures due to the internet. Another thing is that you may get lost sometimes in your beginnings with this application because of how extensive it is, however it is a very simple application, it is necessary to configure it correctly to get it as useful as possible, I invite you to explore it completely.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Carissa Johnson

Easy to use and good options for students, staff, faculty

Used daily for 2+ years
Reviewed 2019-12-10
Review Source: Capterra

I would recommend Office 365 to all companies, regardless of the cost. The functionality of all of the different apps and the ability to switch from mobile to desktop without any hiccups is what makes this software special and a winner! Microsoft Word is the benchmark software for all industries, and is an imperative necessity for anyone in higher education (students/faculty/staff). OneNote is another amazing tool that enhances collaboration and increases learning curves through training because you are able to keep very updated documentation and send out to a group in a super efficient and simple way.

Pros
Very easy to use and offers great tools for students, faculty, and staff to collaborate. Features like OneNote and your basic office software (word/powerpoint/excel) are great to have in a web version for easy and quick access without worrying about accessibility and compatibility issues. My office utilizes OneNote to collaborate and train our employees on our team daily, while also utilizing it for note taking and other options with outside vendors as well. OneNote is an amazing tool that is incorporated with Office 365 and it has helped our students remain organized and work in groups/collaborate in courses in an efficient manner as well. Word/Powerpoint/Excel have been around for some time, but the functionality and ease of using them in a web version has allowed our students, faculty, and staff to be more mobile and not stuck to a desk all of the time. The Office 365 software is great in a web/mobile version!

Cons
Sometimes there are some issues with syncing web updates (like onenote updates) to a desktop, but they usually resolve themselves pretty quickly. Depending on what administrator settings your company has, you may have a little trouble getting the sync figured out, but once it is set up, the ability to work wherever, whenever, is amazing! I would recommend Office 365 to all companies, regardless of the cost.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Shankar V R

Microsoft Teams - right up there with the best

Used daily for 1-2 years
Reviewed 2019-12-07
Review Source: Capterra

I see Microsoft Teams right up there with the best - either as a screen sharing and audio/video conferencing tool or as a team collaboration tool. Its awesome.

Pros
The ease of use for a participant to log in. The choice of web or app is great since there is no need to download the app. Most functionalities are supported on the web app. The sound clarity is awesome, one can feel it once having used other conferencing software. The feature allowing a participant to access the presenter's screen (needs to be used cautiously) is excellent for us while conducing training sessions of our solution. As a team, we use MS Teams for collaborating on multiple projects.

Cons
Teams desperately needs to give hosts a public url, which is a much faster way to share and jump onto a call. The url right now is a lengthy string, almost hilariously long. If there was one thing that competitors like join.me or zoom have over Teams, it is this!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Michael Barozzini

Probably The Best Software For Enterprise Email

Used daily for 2+ years
Reviewed 2019-12-04
Review Source: Capterra

It has been a great product and let all of us in IT sleep a little easier at night. The uptime and bulk management work has been offloaded to Microsoft, and this makes it easier to deal with.

Pros
I love that it's easy to use and takes the burden of managing an Exchange server or other mail server off our plate. It's easy to manage, assign licenses, and in some ways easier to navigate administrative tasks. In addition, you get a bunch of extra features that you wouldn't have if you ran Exchange on-prem.

Cons
The two things I least like about the software is support and documentation. Support is either really good or really bad. For big items (e.g. email is down), they shine or keep in constant communication about the issue. For little issues that only affect you or "nuanced" support issues you might have, the support is less than great. What makes things more difficult is the documentation and UI are constantly changing. You might find a KB or article that's only a few months old to find out that the "fix" in the article no longer works.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Outlook Customer Manager pricing

Pricing options
Subscription
View Pricing Plans

Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

Outlook Customer Manager features

Reminders

API (365 other apps)
Activity Dashboard (220 other apps)
Activity Tracking (165 other apps)
Automatic Notifications (203 other apps)
CRM Integration (135 other apps)
Calendar Management (182 other apps)
Custom Fields (148 other apps)
Customer Database (157 other apps)
Customizable Branding (198 other apps)
Customizable Reporting (163 other apps)
Customizable Templates (171 other apps)
Data Import/Export (179 other apps)
Electronic Payments (134 other apps)
Email Integration (193 other apps)
Real Time Data (131 other apps)
Reporting & Statistics (232 other apps)
Social Media Integration (167 other apps)
Surveys & Feedback (132 other apps)
Third Party Integration (217 other apps)

Categories

Additional information for Outlook Customer Manager

Key features of Outlook Customer Manager

  • Complete view of interactions with each customer
  • Emails
  • Meeting invites
  • Call logs
  • Notes
  • Files/documents
  • Timeline next to Outlook inbox
  • Auto-populated timeline
  • Task creation
  • Tasks associated with contacts, companies & deals
  • ‘Today’ page
  • ‘Focused’ list of important customers & deals
  • Prioritizing
  • Task tracking
  • Deal tracking
  • Upcoming meetings
  • Automated reminders
  • Contact & deal sharing with teams
  • Business card scanning
  • New contact creation
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Benefits

Customer information, including calls, meetings, emails, tasks, notes, files, deadlines, and deals, are automatically organized into a timeline which is displayed alongside the Outlook inbox.

Tasks can be associated with deals, companies, and contacts, and reminders are automatically surfaced by Outlook Customer Manager.

Deals can be listed according to their stage, priority, close date, and amount, and a 'Focused' list of important deals and customers is generated automatically to assist users in prioritizing their time.

Customer information can be shared with other team members, enabling any team member to take a call with a customer and access all of the necessary information, such as deal stage information, recent calls, and upcoming meetings.

The Outlook Customer Manager mobile app allows users to check customer information and recent communications on-the-go, such as before a meeting, record notes of customer interactions, and scan business cards to create new contacts.