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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Cloud-Sync offers a secure and automatic way to synchronize data from Microsoft 365 or Google Workspace with CRM, ERP, and database systems, enabling organizations to maintain continuous connectivity between email communications, calendars, contacts, and files while eliminating the need for complicated workflow tools. This solution is compatible with a variety of leading CRM and ERP platforms, as well as any database that utilizes a REST API, functioning effortlessly in the background to help teams enhance the utility of their current email and collaboration resources. By signing in with a Microsoft or Google work account, users can authorize Cloud-Sync via the secure OAuth 2.0 protocol, allowing it to access emails and, if desired, update calendars, contacts, and files—all while ensuring that passwords remain protected and never shared. Once established, Cloud-Sync automatically logs each incoming and outgoing email related to CRM contacts against the appropriate records, thus providing colleagues with a unified perspective on customer interactions without the need for manual entries. This streamlined approach not only reduces the administrative burden but also promotes better collaboration within teams.

Description

SalesOutlook's Outlook CRM integrates with Microsoft Outlook to provide a complete customer relationship management (CRM), and email marketing system. All customer data is automatically synced to our Outlook-based CRM. SalesOutlook CRM relies on Microsoft Outlook to save all files and email correspondence. There is no need to have a dedicated MS SQL server database because all data is saved to the contact's profile. SalesOutlook Outlook CRM's intuitive interface offers a variety of features that optimize the user experience. You can drag and drop contacts into different lead categories such as "Opportunity", or "Customer Inquiry" right from your email interface. Right-clicking on a customer's name will give users instant access to contact information. Our Outlook CRM is a specialized system which builds on an email medium that is frequently used to create a CRM that optimizes user efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Constant Contact No 
Flexiva Yes 
Google Workspace Yes 
HubSpot CRM Yes 
Infor CRM Yes 
LinkedIn No 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
NetSuite CRM No 
Oracle Cloud Infrastructure Yes 
Platformix Yes 
Salesforce Yes 
Workday HCM Yes 

Integrations

Constant Contact Yes 
Flexiva No 
Google Workspace No 
HubSpot CRM No 
Infor CRM No 
LinkedIn Yes 
Microsoft 365 No 
Microsoft OneDrive No 
NetSuite CRM Yes 
Oracle Cloud Infrastructure No 
Platformix No 
Salesforce No 
Workday HCM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25.00/month/user
Billed Annually. 20 day free trial.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cloud-Sync

Country

United States

Website

www.cloud-sync.email/

Vendor Details

Company Name

SalesOutlook, Inc

Country

United States

Website

www.salesoutlook.com

Product Features

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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