SalesOutlook

Users of this CRM software have found it to be a valuable tool for capturing and storing sales intelligence on their customers. By centralizing information in one platform, users can ensure that valuable data is not lost or scattered among different sources. Additionally, the software's integration with Microsoft Outlook allows users to easily archive important emails, budgets, and sales quotes within the CRM system.

With synchronization capabilities, the CRM ensures that sales and marketing proposals are always up-to-date and accessible. This feature has been highly appreciated by users, as it helps teams stay organized and never miss a lead. Moreover, the seamless syncing of contacts and notes from Outlook makes it convenient for tracking and managing client conversations.

The simplicity and ease of use of this software make it particularly suitable for small businesses. While some users have mentioned that there is a bit of a learning curve, they still recommend the product due to its numerous benefits. However, there have been requests for more integrated features in the software.

On the downside, some users have reported issues with customer service being slow and rude. Additionally, extensive training may be required to fully utilize the product's potential. There have also been complaints about the company's lack of transparency regarding Office 365 account requirements and difficulties with refunds.

Nevertheless, this CRM has been successfully utilized across various departments in organizations, including pre-sales, client relationship management, sales, marketing, and category management. The integration with Outlook has proven to be highly valuable for keeping all information in sync and efficiently connecting emails with client accounts. Overall, this software addresses common issues such as mistyping information and forgetting to attach important documents to files, thereby improving efficiency in the sales department.