SalesOutlook

SalesOutlook

Score 7.7 out of 10
SalesOutlook CRM

Overview

Recent Reviews

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Popular Features

View all 31 features
  • Territory management (5)
    9.2
    92%
  • Contract management (5)
    8.9
    89%
  • Integration with email client (e.g., Outlook or Gmail) (5)
    8.9
    89%
  • Customer data management / contact management (5)
    8.8
    88%

Reviewer Pros & Cons

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Alternatives Pricing

What is Prophet CRM, by Avidian?

Avidian is a complete customer relationship management (CRM) built into Microsoft Outlook.

What is 17hats?

17hats from the company of the same name in Pasadena is a small business management solution presenting an all-in-one solution for contacts, projects, leads, quotes and invoicing.

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Features

Sales Force Automation

This is the technique of using software to automate certain sales related tasks.

8.5Avg 7.9

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.4Avg 7.8

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.8Avg 7.8

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.7Avg 7.8

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8Avg 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.1Avg 7.8

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.2Avg 8.5

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

8.3Avg 7.5

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.7Avg 7.4

Platform

6.5Avg 7.5
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Product Details

What is SalesOutlook?

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Comparisons

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Reviews and Ratings

 (80)

Attribute Ratings

Reviews

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
Abhishek Ankush | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We have been using SalesOutlook for our business. It works like the way our brain works well some of us anyway. It is nice software for sales & marketing, you can track and monitor your sales team and document your contract. Its feature of task generation is very helpful to track your tasks.
  • Tasks generation feature is great
  • It is integrated with the outlook email
  • Customizable and easy to use.
  • Reporting process needs to be more user friendly
  • It would be nice to have more integration with third party tools.
  • We have to manually input the contacts in, which needs to be improved
I like that SalesOutlook allows us to reach our contacts in an efficient manner. I am using it because it synced contacts and notes from Outlook seamlessly, allowing me to start using it to track and manage our client conversations immediately. Very easy to use. The interface is simple.
Sales Force Automation (9)
82.22222222222221%
8.2
Customer data management / contact management
80%
8.0
Workflow management
70%
7.0
Territory management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
90%
9.0
Quote & order management
70%
7.0
Interaction tracking
90%
9.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
76.66666666666667%
7.7
Case management
80%
8.0
Call center management
70%
7.0
Help desk management
80%
8.0
Marketing Automation (2)
85%
8.5
Lead management
90%
9.0
Email marketing
80%
8.0
CRM Project Management (3)
83.33333333333334%
8.3
Task management
70%
7.0
Billing and invoicing management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
80%
8.0
Pipeline visualization
90%
9.0
Customizable reports
80%
8.0
Customization (4)
90%
9.0
Custom fields
90%
9.0
Custom objects
80%
8.0
Scripting environment
90%
9.0
API for custom integration
100%
10.0
Security (2)
85%
8.5
Role-based user permissions
80%
8.0
Single sign-on capability
90%
9.0
Social CRM (2)
85%
8.5
Social data
80%
8.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
80%
8.0
Marketing automation
70%
7.0
Compensation management
90%
9.0
Platform (1)
60%
6.0
Mobile access
60%
6.0
  • Features to connects well with my other programs
  • Ease to put my contacts in and get organized.
  • We can easily navigate and customize our organizations need.
It is better than all of the alternative software I tried because its customization and filters of the report are great. It can automatically sync all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database
I love how it was to get this CRM set up and running within our organization. In no time I was able to add fields and start tracking leads. Each company requires a different way of working with a CRM so there will be changes and updates.
The technical support team works hard to help you through the process and solve problems.
Jai Soni | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
It is being used by our sales & marketing team. We are using it for category management. It provides the best analysis of product and category performance. Since we are in exports, so documentation plays very important part in our day to day dealings. By SalesOutlook CRM, we are able to keep the track of our documentation & contracts as well. It is a perfect solution for our Sales & Marketing team.
  • sales analysis
  • Product movement analysis
  • Tertiary sales
  • Documentation & Contract
  • Sales & Marketing review
  • Category performance
  • More features are required when results are being displayed
  • Very less training material is available on internet
  • More options are required in chart/diagram features for better presentation
SalesOutlook CRM can be used very well in the department where sales and marketing are being managed. Our team is also using this for the management of HR functions. However it cannot be used in Corporate finance, accounting etc.
Sales Force Automation (9)
88.88888888888889%
8.9
Customer data management / contact management
90%
9.0
Workflow management
100%
10.0
Territory management
100%
10.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
60%
6.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
73.33333333333333%
7.3
Case management
80%
8.0
Call center management
40%
4.0
Help desk management
100%
10.0
Marketing Automation (1)
70%
7.0
Lead management
70%
7.0
CRM Project Management (3)
70%
7.0
Task management
80%
8.0
Billing and invoicing management
50%
5.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
50%
5.0
Customization (4)
75%
7.5
Custom fields
90%
9.0
Custom objects
50%
5.0
Scripting environment
70%
7.0
API for custom integration
90%
9.0
Security (2)
70%
7.0
Role-based user permissions
80%
8.0
Single sign-on capability
60%
6.0
Social CRM (2)
90%
9.0
Social data
90%
9.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
75%
7.5
Marketing automation
90%
9.0
Compensation management
60%
6.0
Platform (1)
60%
6.0
Mobile access
60%
6.0
  • Positive impact: Direct analysis of revenue related people
  • Positive impact: Direct analysis of category performance
  • Positive impact: Documentation and contract management
it is very user-friendly and having very good compatibility with other software. Moreover the aftersales training and support is best amongst in the industry.
Provides Best analytics for Sales, marketing, customer services.
Highly compatible with other local software
Best online/offline support. However the software is very user friendly.
Jeffrey Serra, MBA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
[SalesOutlook CRM is] used across the whole organization. Salesforce and Outlook are integrated and it has become extremely useful to have all information in sync. To have contacts from valuable accounts and information related to those accounts syncs without Outlook makes it very efficient and useful.
  • Contacts Sync
  • Essential SFDC Info Sync
  • Key Organization
  • Does not sync all contact info
  • Does not sync all SFDC info regarding account
SalesOutlook CRM is extremely useful when you are working with either a few accounts/contacts or many accounts/contacts. It is extremely useful to be organized and maintain your book of business. It not only keeps you connected with your accounts, but it also informs you of when you last contacted them.
Sales Force Automation (9)
84.44444444444444%
8.4
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
70%
7.0
Quote & order management
70%
7.0
Interaction tracking
70%
7.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
70%
7.0
Case management
70%
7.0
Call center management
70%
7.0
Help desk management
70%
7.0
Marketing Automation (2)
70%
7.0
Lead management
70%
7.0
Email marketing
70%
7.0
CRM Project Management (3)
70%
7.0
Task management
70%
7.0
Billing and invoicing management
70%
7.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
70%
7.0
Forecasting
70%
7.0
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (4)
70%
7.0
Custom fields
70%
7.0
Custom objects
70%
7.0
Scripting environment
70%
7.0
API for custom integration
70%
7.0
Security (2)
90%
9.0
Role-based user permissions
80%
8.0
Single sign-on capability
100%
10.0
Social CRM (2)
70%
7.0
Social data
70%
7.0
Social engagement
70%
7.0
Integrations with 3rd-party Software (2)
75%
7.5
Marketing automation
80%
8.0
Compensation management
70%
7.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • Optimized organization
  • Increased productivity
N/A
Provides a more efficent and organizaed approach to my workload. Easy to implement and utilize
Easy to implement and utilize. Provides the ultimate in efficiency in my workload.
March 09, 2021

An Easy to use CRM

Ejaz Hussain | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
[SalesOutlook CRM] was mainly used by our pre-sales & client relationship department for achieving tasks such as connecting with potential contacts, tracking appointments & driving sales calls timely owing to its simple yet powerful integration with outlook webmail.
This tool helped us in managing our customer base information efficiently & eased the overall quotation process.
  • Intuitive user interface.
  • Easy to use.
  • Easy to navigate.
  • More third party integration needed.
  • Manually inputting of contacts needs to be fixed.
  • There could be more knowledge documents for the tool.
We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way.
I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.
Sales Force Automation (9)
73.33333333333333%
7.3
Customer data management / contact management
100%
10.0
Workflow management
N/A
N/A
Territory management
80%
8.0
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
90%
9.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
63.33333333333333%
6.3
Task management
100%
10.0
Billing and invoicing management
90%
9.0
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
60%
6.0
Forecasting
80%
8.0
Pipeline visualization
N/A
N/A
Customizable reports
100%
10.0
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
85%
8.5
Social data
80%
8.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • Saves time.
  • Lets us focus on more important task.
  • Helps in managing client communication more effectively.
Postman, PyCharm, Google Hangouts (Classic)
The tool lives up to its expectation and completely ticks all the required boxes. Starting from its intuitive features to the post-sales support everything is on point and this makes the end-user experience more hassle free.
Support provided by the team was very prompt at the time of inducting the tool, the overall experience was very good.
Score 9 out of 10
Vetted Review
Verified User
We use it to connect emails with our clients to their accounts in Salesforce. We use it solely in the sales department. It addresses issues of mistyping information or forgetting to attach important documents to a file.
  • It makes it easy to transfer information
  • It is easy to view in conjunction with Outlook
  • Keeps people accountable for details in the file
  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly
It is good for situations where you are emailing with clients about pertinent information that needs to be included in the SalesForce account for that client. It is much easier than having to copy and paste. It is not as appropriate for attachments because you cannot attach PDFs etc., to the SalesForce account page from Outlook.
Sales Force Automation (9)
70%
7.0
Customer data management / contact management
70%
7.0
Workflow management
70%
7.0
Territory management
50%
5.0
Opportunity management
50%
5.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
90%
9.0
Quote & order management
50%
5.0
Interaction tracking
90%
9.0
Channel / partner relationship management
70%
7.0
Customer Service & Support (3)
26.666666666666664%
2.7
Case management
80%
8.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
55%
5.5
Lead management
50%
5.0
Email marketing
60%
6.0
CRM Project Management (3)
30%
3.0
Task management
90%
9.0
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
30%
3.0
Marketing automation
60%
6.0
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • Easier to track case details
  • Speeds up the process of getting cases through all the steps
  • Sometimes there are glitches and takes time out of business to reload etc.
I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses.
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