SalesOutlook CRM 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.
SalesOutlook CRM Alternatives
CloudFiler provides filing and searching in both New and Classic Outlook on all phones & tablets, all popular browsers, Macs and ARM based devices.
Created Microsoft's new web Add-in technology by the architect of the Oasys email management system previously owned by Arup Group Ltd and the Excitech Mail system owned by Symetri and latterly Pentagon.
File to: the cloud, Windows folders, SharePoint, OneDrive, Egnyte, Autodesk Forma, Bentley ProjectWise, etc.
Favoured by the biggest businesses globally.
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BrandMail®, created by BrandQuantum, is an innovative software tool that integrates seamlessly with Microsoft Outlook, enabling all employees within the organization to automatically generate emails that consistently reflect the brand through an easy-to-use toolbar that grants access to brand guidelines and the most current pre-approved materials. With this solution, email signatures are crafted according to your branding requirements, ensuring a uniform appearance regardless of the device or platform used to view them. These signatures are secure and managed from a central location, providing peace of mind regarding their integrity. Notably, users can view their signatures, banners, and surveys when composing, replying to, or forwarding emails. Unlike other solutions, BrandMail does not redirect emails through external servers nor does it modify the rules within your exchange environment, functioning entirely within Microsoft Outlook. By utilizing BrandMail, organizations can turn every email into a branding opportunity while also reducing the security vulnerabilities linked to the manipulation of HTML signatures, thereby enhancing both brand consistency and cybersecurity. This not only streamlines communication but also reinforces the brand identity across all employee interactions.
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Outlook4Gmail
Outlook4Gmail, an Outlook add-in, allows you to sync Google and Outlook contacts, calendars and tasks. Outlook users with multiple Google accounts can use it to sync their calendars, contacts, and tasks. Outlook4Gmail syncs all your contacts at the highest level: name, company phone number, Email address, date, note and contact picture. It also supports Google group and category synchronization. Outlook4Gmail also offers automatic backup, language settings, and a duplicates elimination function before the synchronization process. Outlook4Gmail allows you to sync Google tasks with Outlook task folders in addition to syncing contacts and calendars. Multiple Outlook task folders and subfolders can be synced with Google task lists. Outlook recurrent tasks can also be synced.
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eWay-CRM
Looking for a CRM that works inside Microsoft Outlook? Give eWay-CRM a try.
It’s fully embedded in both Outlook and Microsoft Teams, so you can manage clients, deals, tasks, and campaigns without switching apps.
With automatic email tracking, calendar sync, and contact integration, everything stays connected and easy to find.
One standout feature is “Convert to” — right-click an email and instantly create a contact, task, or sales opportunity.
Teamwork is even smoother with Teams integration, making communication and shared workspaces feel effortless.
Stay productive, keep your data organized, and handle your entire workflow in the tools you already use every day.
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Pricing
Pricing Starts At:
$25.00/month/user
Pricing Information:
Billed Annually. 20 day free trial.
Free Trial:
Yes
Integrations
Company Details
Company:
SalesOutlook, Inc
Headquarters:
United States
Website:
www.salesoutlook.com
Media
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Product Details
Platforms
Web-Based
Windows
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Online Support
SalesOutlook CRM Features and Options
CRM Software
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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