An Easy to use CRM
March 09, 2021

An Easy to use CRM

Ejaz Hussain | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with SalesOutlook CRM

[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.
  • Saves time.
  • Lets us focus on more important task.
  • Helps in managing client communication more effectively.

Do you think SalesOutlook CRM delivers good value for the price?

Yes

Are you happy with SalesOutlook CRM's feature set?

Yes

Did SalesOutlook CRM live up to sales and marketing promises?

Yes

Did implementation of SalesOutlook CRM go as expected?

Yes

Would you buy SalesOutlook CRM again?

Yes

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.
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.

SalesOutlook Feature Ratings

Customer data management / contact management
10
Workflow management
Not Rated
Territory management
8
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
9
Channel / partner relationship management
9
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
10
Billing and invoicing management
9
Reporting
Not Rated
Forecasting
8
Pipeline visualization
Not Rated
Customizable reports
10
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
8
Social engagement
9
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated