SalesOutlook CRM
Review of SalesOutlook CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About SalesOutlook CRM
SalesOutlook CRM Screenshots
SalesOutlook CRM Features
SalesOutlook CRM Integrations
Customer Reviews
See why people love SalesOutlook CRM
Patrice C.
Verified UserInsurance · 51-200 employees
OUTLOOK CRM WITH SALES
Overall my experience using this platform is that it keeps me organized with my emails, and contacts, tasks, sales deals. I especially like the fact that you can organize folders to keep mointor on the company’s and customer that is used for your sales for the organization.
- What I liked most about Sales Outlook is great for your business communication tool for the beginning of the day and the end of the day
- It has so many advanced features to keep you organized
- For example, calendar, and being able to mointor your sales performance for the business that you are prospecting for
- Your able to track customers data and forecast activity throughout the day, weekly and monthly
- This great added feature because this will lead to improved sales and activity and happy customers
- The Sales outlook allows you to track sales productivity on a day to day basis
- Great tool to use
What I like least is that needs to be more automation features but overtime I am sure it will improve generally
Brandon F.
Verified UserArts and Crafts · 2-10 employees
daily user
SalesOutlook CRM has boosted our team's productivity and client engagement. It's reliable, easy to use, and perfect for Outlook-centric workflows. Just wish the mobile app was more robust.
- SalesOutlook CRM streamlined our entire sales process
- The Outlook integration is seamless, making it easy to track emails, schedule follow-ups, and manage contacts without switching platforms
- Reporting tools are intuitive and customizable
- The interface could use a refresh—it feels a bit dated compared to newer CRMs
- Limited customization for reports
Switched From
Salesforce Sales Cloud Why switch: Offers advanced customization, AI-powered insights, and a vast ecosystem of integrations. Ideal for scaling businesses that need deep analytics and automation.
Mariah L.
Verified UserNon-Profit Organization Management · 2-10 employees
SalesOutlook
As far as my overall experience with salesoutlook CRM was pretty enjoyable it was easy to use and navigate. Great for employees
- I thought that the software or website itself was smooth
- It seemed easy to navigate without glitches
I think that there was a lot of information squeezed together and could have been spread out a little more
Verified Professional
Computer Software · 51-200 employees
Seamless CRM Integration Within Outlook
My overall experience with SalesOutlook CRM has been positive. It’s a cost-effective solution that works seamlessly with Outlook, making it easy to learn and adopt. I found it especially useful for sales management, reporting, and email marketing, since everything is connected in one place. While it may lack some of the advanced customization and modern UI of larger CRMs, it delivers reliable performance, strong security, and solid value for small to mid-sized teams that rely heavily on Outlook.
- I really liked how SalesOutlook CRM combines Outlook with CRM features in a simple, cost-effective way
- From a value for money perspective, it’s affordable compared to many other CRMs while still offering solid functionality
- In terms of security, integration with Outlook and Exchange provides enterprise-level data protection
What I liked least about SalesOutlook CRM is that because it is so tightly tied to Outlook, it can feel limiting if your team uses other email platforms or tools
Switched From
I made the switch because I wanted a CRM that worked directly within Outlook, eliminating the need to constantly switch between multiple platforms. SalesOutlook CRM offered a simpler learning curve, better value for money, and strong email marketing and sales tracking features compared to my previous tool. It gave me a more streamlined workflow and improved overall productivity.
Verified Professional
Sports · 201-500 employees
If you use Outlook, its great!
SalesOutlook CRM worked well for our team that lives in Outlook and wanted CRM features without a full reset. If you’re already Outlook‑centric it’s a smart fit; if you need advanced CRM features you might outgrow it.
- I liked how it sits right inside Outlook so our team didn’t have to switch apps and all our emails, contacts and tasks felt connected
- The reporting and pipeline tracking got us more visibility without a lot of extra training
- I didn’t like that the interface felt a little outdated and the mobile experience wasn’t as smooth as desktop
- Some customization and modern CRM features felt missing compared to bigger competitors
Mark B.
Verified UserInsurance · 2-10 employees
SalesOutlook CRM a great tool for people using Outlook.
Verified reviewer
- SalesOutlook CRM seems like a good Value for Money and if you are accustomed to using Outlook email the Learning Curve is not too difficult to set up and use
- It's built with good Security and is excellent with Sales Reporting tool and keeping Sales Management in order and also has good Email Marketing tools
- * Limited customization: Not suitable for businesses with complex or highly customized sales processes
- * Fewer integrations: Integrations are mostly limited to the Microsoft environment, which can be a drawback for companies using other systems
- * Less robust mobile app: The mobile experience is generally functional but less powerful than dedicated mobile apps from competitors
- * Basic reporting: While sufficient for weekly check-ins, the reporting capabilities are not as advanced as those of larger competitors
Mohammad Pervaiz A.
Verified UserAnimation · 11-50 employees
Evaluation and Effectiveness of CRM Software [Specify the Name].
A holistic, data-driven approach to building and maintaining relationships with customers by personalizing interactions. Helps businesses and manage all interactions and data related to customers.
It improves customer satisfaction, communication, retention, sales, and marketing by using personalization and data insights
Its acceleration reduces the image quality, typically sacrificing some temporal and spatial resolution
Mark R.
Verified UserReal Estate · 11-50 employees
A highly functional must have for your team
It integrates well with other programs increasing its usefulness and efficiency so that you can feel committed to using it on a daily basis.
Simple learning curve gets you up and running quickly and the results are so helpful in managing your prospects
- That we did not start using it soon enough
- It is a cost effective program and we assumed early on that it would be expensive like Salesforce
Kennedy T.
Verified UserMedia Production · 2-10 employees
Streamlined CRM with Great Organization Tools
Sales Outlook CRM helped me stay organized and keep client communication consistent. It’s a dependable solution for teams that rely heavily on Outlook and want their CRM tightly integrated. With a few UI and automation updates, it could be even more competitive.
- Sales Outlook CRM keeps everything in one place — emails, contacts, tasks, and deals — so I never lose track of customer interactions
- I liked how it integrates smoothly with Outlook, making it feel like a natural extension of my daily workflow
- The search and categorization tools made it easy to find exactly what I needed
- especially useful for staying on top of deals
The interface could use a modern refresh, and a few automation features felt a little basic compared to newer CRMs
joyelle s.
Verified UserAccounting · 2-10 employees
overall good product
Verified reviewer
Its ability to file emails is a nice feature it has some great marketing templates too if need those
Not too much to say here it really is a good product maybe a little outdated on the use of crystal reporting still
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