Outlook Customer Manager Features

Outlook Customer Manager

Lightweight CRM for Outlook in Office 365

4.47/5 (2,393 reviews)

Outlook Customer Manager Feature Summary

  • 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

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (287 other apps)
Activity Dashboard (153 other apps)
Activity Tracking (106 other apps)
Automatic Notifications (142 other apps)
Automatic Reminders (139 other apps)
CRM Integration (101 other apps)
Calendar Management (133 other apps)
Contact Database (100 other apps)
Custom Fields (112 other apps)
Customer Database (106 other apps)
Customizable Branding (134 other apps)
Customizable Reporting (118 other apps)
Customizable Templates (113 other apps)
Data Import/Export (133 other apps)
Electronic Payments (105 other apps)
Email Integration (131 other apps)
Mobile Integration (108 other apps)
Reporting & Statistics (138 other apps)
Social Media Integration (118 other apps)
Third Party Integration (145 other apps)

Outlook Customer Manager Feature Reviews

25 reviewers had the following to say about Outlook Customer Manager's features:

Mohan Talluri

Good but not a great for collaboration

2018-08-22

With all the additional integrations its definitely a bigger bang for buck

Pros

Additionally it has easy integration with lot of 3rd party tools unlike slack.

Cons

The software is sometimes slow and does not notify new activity properly.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Judy Wright

Moved to Office 365 for email, SharePoint and onedrive

2017-05-18

Pros

Ability to collaborate with clients on SharePoint without the same browser restrictions as we had with prior version of SharePoint

Cons

Need to use a third party tool to integrate Outlook at SharePoint

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
( company, 51-200 employees)

Very good team chat for teams using Office365

2018-07-02

Pros

It is perfectly integrated in the Microsoft ecosystem, with links to OneNote, Sharepoint, Calendar and other Microsoft products.

Cons

The interface feels quite clumsy when coming from Slack, notifications about new messages do not work properly (so you will need to actively check), no easy way to create rich-messages from a custom integration (e.g. links are not automatically detected in message body, a action must be explicitly added)

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
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Jenna Mullikin

Could be better

2018-04-14

Pros

The chat feature is mediocre.

Cons

Wish the chat feature had sounds.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 51-200 employees)

Microsoft Teams - Collaborative notes, files and chat

2018-04-17

Chat, meetings, files collaboration, integration with SharePoint and OneDrive.

Pros

Your chat history is available in Outlook making it easy to review, and it also integrates with Skype for video and voice calls via that app.

Cons

We have found no issue with Teams at all, but you need to check where it's at with regard to what data is automatically backed up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Björn Wettengl

Good Office Product

2018-07-19

Pros

It has the Best integration in office world / active directory integration Easy to use Good feature set

Cons

It had a Low performance Feature set is to be improved: download features import export.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Vidhi Gajjar

Best corporate-wide workspace tool in which teams can have conversations as large or small groups

2018-04-10

Pros

- Great interface - East access to different channels and files that exist within the subgroup - Plugs into the Microsoft Ecosystem for embedded application access - Better management of conversations - Third-party apps and API integration

Cons

- Looks exactly like Slack. - Can only be used as part of Office 365. - Does not support guest access - Requires installing a local desktop application for an optimal experience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Sandeep Bobhate

Verified Reviewer

Office 365 - The standard office suite for million of offices

2018-08-14

Pros

Love the integration with SharePoint, amazing dark theme, Best email and presentation tools, best spreadsheet - Excellent!

Cons

Pricing for home users could be a bit cheaper. Automatic Translations feature could be a bit more accurate.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
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Chris Hardy

Much better option than stand alone version

2017-12-14

Pros

Great value for product Onedrive is a great option for cloud storage Easy administration tools Lots of features and options

Cons

Electronic device management could be easier to set up Price of some add-ons are quite high Apple product integration could be easier

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Microsoft Teams is slowly becoming a Slack competitor and should be given consideration.

2017-12-06

Pros

I would say that for the most part Teams has just as much functionality that Slack offers with the added benefit of having deep integrations with Office 365.

Cons

To continue my comparison with Slack one thing that is lacking in Teams is integrations with third party apps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Mark Shields

One place for all Microsoft products and services

2017-06-07

One place for all Microsoft products and services. Very easy to use and administer.

Pros

One place for Microsoft user administration, system performance, subscription management. Ease of use, setup, and implementation.

Cons

Customer support can be lacking at times, and the security model can be a little difficult. Customizations are limited too.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Microsoft Team is the best tool for communication

2018-05-05

More collaborations; good integration between almost all the Microsoft products.

Pros

This is part of Microsoft office 365; Team is a great tool, it has features like chatting, video conferencing, file sharing, different instances for different business processes/activity. Can be used for collaboration with Internal and external.

Cons

There are so many great features, it is very hard to find negatives; Microsoft did lots of accusations, it has similar products.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Mohammed Sijarrey

Verified Reviewer

For work purpses only

2018-06-06

Pros

Create groups and projects (activities). Voice and video calls.

Cons

Somehow, you can easily lose track of your notifications.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
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Anonymous
(Financial Services company, 1-10 employees)

Business Matters

2018-09-06

We have saved numerous hours via email and sending documents to our clients.

Pros

It is the simplest way to build your own mini IT department and control your emails. The ecosystem of Microsoft office integrations with your email suite is perfect and saves time and confusion when creating new business documents.

Cons

One Drive integration with security could be more like Drop Box and Box for UI/UX interfaces.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Johnny V. Saltarín Meza

Creation of database to manage the file information of process documents.

2018-07-03

Pros

It is an easy-to-use tool that allows you to quickly create database applications, you can use templates designed for database management and you can create customized templates for the management of databases of interest.

Cons

It is not the best option in terms of information security, you can not apply database security protocols. the number of users of access databases is limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Doug Jones

For the price and installed base, you can't find a better product.

2018-07-11

Pros

With the features and integrations you can keep your workflow a singular experience between your mobiles and your desktop.

Cons

With all the feature additions and changes you'll go crazy trying to implement anything new.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Derek Zehr

Used by our family since Office 2007 and earlier

2018-03-07

Pros

Complete suite: writing (Word), publishing/designing (Publisher), record-keeping/data management (Excel), email (Outlook), note-keeping/sharing (OneNote) Very well developed interface and functionality User friendly for most basic features Customizable and automatable with VBA and COM

Cons

Developing into a modern, almost flimsy experience, with many shaky updates to keep a modern look and experience--i.e. with OneDrive and such like Is not well documented--most helpful resources are third party Microsoft is practically unreachable by phone and the forum is lame--sometimes you only get one response, asking for more details, but no follow-up once the details are provided.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Serge Simard

Cloud is the way... but for enterprises, plan well! Read on...

2016-12-06

Otherwise, it's great to have the online versions, centralized management, Azure AD Sync, ... but the initial setup was complex (and we're a small corporation).

Pros

Centralized management. Integration with AD.

Cons

No built-in backup solution (although many 3rd party apps)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Outlook Customer Manager

Using a partner if migrating from on-premise might be a good idea!

Source: Capterra
Helpful?   Yes   No
Read more
Blake Donley, ECMm

True Enterprise Collaboration

2018-07-10

Pros

Ad hoc collaboration with a few clicks Integration with existing SharePoint Team Sites Integration with OneNote Expandable with additional apps Mobile app is excellent Files view of your most recent files is very helpful T-Bot is very well done

Cons

Hyperlink integration with SharePoint document library views needs work No true administration feature Currently unable to edit conversations which is frustrating

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Christopher Studebaker

A great package that may stump some with integrations

2018-08-23

While it is easy to use and perfect for data entry, document creation and sharing, and basic communication, integrations to other apps is a bit clumsy and needs work.

Pros

The office productivity and CRM (aka Outlook and CRM) features are really great.

Cons

Integration with ERP apps requires a double hop with authentication which sometimes is not possible to do.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Food & Beverages company, 51-200 employees)

Overall a good inter-company chat solution, just missing some of the features of it's competitors.

2018-03-08

Also has a status feature that is handy for knowing when coworkers are at their desk or away.

Pros

Allows quick and easy communication between coworkers.

Cons

Missing a lot of the powerful integrations and the fun that Slack has natively baked in. UI is clunky and doesn't feel completely fleshed out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Machinery company, 201-500 employees)

Cloud is Nice

2018-08-15

Overall good, nice not having to worry about tracking licenses for individual office installs or having a local exchange server.

Pros

Office365) is nice for mobile users and integration between devices.

Cons

Administration side of it can be a pain, especially because Microsoft keeps moving where everything is located at.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Prateik Raje

Nice application to share team's internal knowledge & to share resources.

2018-08-02

Very good application to share data all across the team & have it at one place using web, windows or mobile app.

Pros

It's useful to keep everything at one place & it's really helpful to have windows , web & mobile app, so you can use it from anywhere to access data.

Cons

Some security features should be upgraded, like feature to manage automatic conflicts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Hayley Tyndall

Great set of products!

2018-08-06

Love how they integrate together

Pros

Essentially all you need to create save and customize documents!

Cons

Nothing! New updates keep up with ever changing technology

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rev. Jason Moffat

Fantastic Software for Internal and External Collaboration

2018-07-10

Pros

Seamless integration across O365, high quality voice and video chat, sitting on Sharepoint Online base, location for collaborating on online or onpremise Office documents, ongoing updates to user-interface and extras, some customization functionality, dedicated email address for each team channel, integration of non-office365 products, the addition of the "files" icon along the side to see recently used files, "mark unread" function for alerts and messages, tabs to either supported integrations or just a simple website, an ever-growing list of "connectors", app/bot/tab/connector/messaging/analytics/devloper/eduction/human resources/productivity/project management/sales ands upport/social fun, etc. integrations, automatic updates, a browser version at teams.microsoft.com, great integration with Microsoft Planner but confusing if you create a plan in tasks.microsoft.com but then can't see it in Teams, the Microsoft Store is provided more and more useful apps (as many weren't that way over the last 12 months), guest access is fantastic because now external partners that don't have office 365 accounts have limited access to collaboration but I'd like to see it opened up more so that they have membership level permissions, online files are great and it would be fantastic to add version permission as well.

Cons

One can only see 7 days in advance within the calendar, some "meet in teams" calendar aspects clear out randomly, uploaded icons for teams regularly go blank, the website tab is picky sometimes and will disallow long urls forcing to use url shortening services, confusing difference between owner and member (the difference should be noted right within teams so that one doesn't have to find it in a horrible support.microsoft.com website, when a team is created and the name is changed there is no way to rename the corresponding office 365 group and sharepoint online site url, chats that happen in a video call between you and a person don't automatically replicate within the regular private chat feature, tabs need more options and integrations - especially with the rest of the microsoft product lines ... at least give us teams integration to all microsoft products, no calendar (meetings) search function (which is also missing from the iOS version of Outlook, do not disturb automatically shows up even if you're not actually in a video/audio chat - just because it shows up in the calendar because it wasn't cancelled, auto boot when you log out or quit the software (I just want it to automatically boot up on computer bootup not every time I logout or quit the program, "saved" aspects are now in the settings instead of in the purple ribbon along the right (PC), for some reason I seem to log in to office 365 for too many times during the day, current bots aren't very intuitive.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more