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Financial CRM Software Integrated with Microsoft Outlook (2026) - Page 2

Last updated: March 2026

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44 software options

Method CRM logo

The most customizable QuickBooks CRM

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Integrates with Microsoft Outlook, Xero, Google Workspace, …

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Contactually logo

Turn relationships into results

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Integrates with Microsoft Outlook, Byteplant Phone Validator, Twitter/X, …

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Integrates with Microsoft Outlook, Google Workspace, Clio, …

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Rolldog logo

Customer relationship management solution

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Integrates with Microsoft Outlook, Zapier, Amazon EC2, …

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Covve App logo

Stay in touch effectively with clients and personal contacts

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Integrates with Microsoft Outlook, iCloud, Gmail

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folk logo

The all-in-one CRM to manage all your business relationships

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Integrates with Microsoft Outlook, LinkedIn Sales Navigator, Zapier, …

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Integrates with Microsoft Outlook, CommandLink UCaaS, Leexi, …

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Dynamo Software logo

Investment Management Software

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Integrates with Microsoft Outlook, Box, PitchBook, …

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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

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Integrates with Microsoft Outlook, Xero, Box, …

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MadeMarket logo

Customer relationship and deal management platform

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Integrates with Microsoft Outlook, PitchBook, Zapier, …

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ClickPoint logo

SalesExec for Call Centers and Sales Teams

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Integrates with Microsoft Outlook, Zapier, Nextiva, …

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Integrates with Microsoft Outlook, Xero, Twitter/X, …

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Heeros PSA logo

All-in-one professional service automation platform

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Integrates with Microsoft Outlook, Xero, HubSpot Sales Hub, …

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4Degrees logo

Customer relationship & pipeline management for companies

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Integrates with Microsoft Outlook, monday.com, PitchBook, …

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Chatabox logo

A user-friendly CRM software for small to medium business.

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Integrates with Microsoft Outlook, Google Calendar, Mailchimp

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Edda logo

An all-in-one investment tracking suite built for VCs

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Integrates with Microsoft Outlook, PitchBook, Typeform, …

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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Integrates with Microsoft Outlook, Microsoft 365, Google Calendar, …

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NMI Merchant Relationship Management logo

Merchant management CRM tool designed for payments industry

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Integrates with Microsoft Outlook, Google Calendar

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AdviAlly logo

Take your financial planning to new heights with AdviAlly.

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Integrates with Microsoft Outlook, OneDrive, Gmail, …

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