# SalesOutlook CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SalesOutlook CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/129898/SalesOutlook-CRM --- # SalesOutlook CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 2, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SalesOutlook CRM ## What is SalesOutlook CRM? SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. The Outlook CRM automatically syncs all customer data in 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. ## What is SalesOutlook CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/) Top alternative Featured Overall rating Based on 71 user reviews Reviews sentiment Positive 86% Neutral 8% Negative 6% Starting price $40 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SalesOutlook CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.salesoutlook.com&name=SalesOutlook CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SalesOutlook CRM 4.3 (71) VS. [4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $40 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (71) Ease Of Use 4.4 (4,352) Value For Money 4.3 (48) Value For Money 4.3 (3,488) Customer Service 4.1 (59) Customer Service 4.4 (3,496) ## SalesOutlook CRM alternatives [4.4 (18,768)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.7 (724)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/129898/SalesOutlook-CRM/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Email Management 4.6 (20) 90.00% of 20 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Reporting/Analytics 4.6 (17) 94.12% of 17 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Document Storage 4.4 (16) 87.50% of 16 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Third-Party Integrations 4.4 (14) 78.57% of 14 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Contact Management 4.5 (13) 84.62% of 13 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Data Import/Export 4.5 (13) 92.31% of 13 reviewers that rated this feature as important or highly important Import and export data to and from software applications SalesOutlook CRM 46 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Access the system via a mobile application Track all opportunities for potential sales and convert them into recurring revenue Generate quotes or estimates for customers Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Group leads or contacts based on their specific characteristics Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Create, manage and track all task activities and progression Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (70) 4.2 Based on 70 reviews ## Pricing Value for money 4.3 (48) Free Trial [View pricing plan details](https://www.capterra.com/p/129898/SalesOutlook-CRM/pricing/) Basic $40.00 Per User,Per Month It includes: - Auto File Emails - 100% inside of Outlook - Reporting - Quality Assurance - High Security Value for money 4.3 (48) 4.3 Based on 48 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[ Microsoft Power Automate](https://www.capterra.com/p/227210/Microsoft-Power-Automate/)[ Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (59) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (59) 4.1 Based on 59 reviews ## User reviews Overall rating 4.3 Based on 71 reviews Filter by rating 5(33) 4(26) 3(8) 2(3) 1(1) Mentioned topic Sorted by most recent MR Mark R. Senior Vice President Real Estate ### "A highly functional must have for your team " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 2, 2025 It integrates well with other programs increasing its usefulness and efficiency so that you can feel committed to using it on a daily basis. Pros Simple learning curve gets you up and running quickly and the results are so helpful in managing your prospects Cons That we did not start using it soon enough. It is a cost effective program and we assumed early on that it would be expensive like Salesforce. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Manager, Business Development Sports ### "If you use Outlook, its great!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 October 30, 2025 SalesOutlook CRM worked well for our team that lives in Outlook and wanted CRM features without a full reset. If you’re already Outlook‑centric it’s a smart fit; if you need advanced CRM features you might outgrow it. Pros I liked how it sits right inside Outlook so our team didn’t have to switch apps and all our emails, contacts and tasks felt connected. The reporting and pipeline tracking got us more visibility without a lot of extra training. Cons I didn’t like that the interface felt a little outdated and the mobile experience wasn’t as smooth as desktop. Some customization and modern CRM features felt missing compared to bigger competitors. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BF Brandon F. founder Arts and Crafts ### "daily user" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 26, 2025 SalesOutlook CRM has boosted our team's productivity and client engagement. It's reliable, easy to use, and perfect for Outlook-centric workflows. Just wish the mobile app was more robust. Pros SalesOutlook CRM streamlined our entire sales process. The Outlook integration is seamless, making it easy to track emails, schedule follow-ups, and manage contacts without switching platforms. Reporting tools are intuitive and customizable. Cons The interface could use a refresh—it feels a bit dated compared to newer CRMs. Limited customization for reports. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce Sales Cloud Why switch: Offers advanced customization, AI-powered insights, and a vast ecosystem of integrations. Ideal for scaling businesses that need deep analytics and automation. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS joyelle s. not important Accounting ### "overall good product" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 October 1, 2025 Pros Its ability to file emails is a nice feature it has some great marketing templates too if need those. Cons Not too much to say here it really is a good product maybe a little outdated on the use of crystal reporting still Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MP Mohammad Pervaiz A. Surveyor Animation ### "Evaluation and Effectiveness of CRM Software \[Specify the Name\]." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 30, 2025 A holistic, data-driven approach to building and maintaining relationships with customers by personalizing interactions. Helps businesses and manage all interactions and data related to customers. Pros It improves customer satisfaction, communication, retention, sales, and marketing by using personalization and data insights. Cons Its acceleration reduces the image quality, typically sacrificing some temporal and spatial resolution. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MB Mark B. CEO Insurance ### "SalesOutlook CRM a great tool for people using Outlook." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 21, 2025 Pros SalesOutlook CRM seems like a good Value for Money and if you are accustomed to using Outlook email the Learning Curve is not too difficult to set up and use. It's built with good Security and is excellent with Sales Reporting tool and keeping Sales Management in order and also has good Email Marketing tools. Cons \* Limited customization: Not suitable for businesses with complex or highly customized sales processes. \* Fewer integrations: Integrations are mostly limited to the Microsoft environment, which can be a drawback for companies using other systems. \* Less robust mobile app: The mobile experience is generally functional but less powerful than dedicated mobile apps from competitors. \* Basic reporting: While sufficient for weekly check-ins, the reporting capabilities are not as advanced as those of larger competitors. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User associate Computer Software ### "Seamless CRM Integration Within Outlook" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 18, 2025 My overall experience with SalesOutlook CRM has been positive. It’s a cost-effective solution that works seamlessly with Outlook, making it easy to learn and adopt. I found it especially useful for sales management, reporting, and email marketing, since everything is connected in one place. While it may lack some of the advanced customization and modern UI of larger CRMs, it delivers reliable performance, strong security, and solid value for small to mid-sized teams that rely heavily on Outlook. Pros I really liked how SalesOutlook CRM combines Outlook with CRM features in a simple, cost-effective way. From a value for money perspective, it’s affordable compared to many other CRMs while still offering solid functionality.In terms of security, integration with Outlook and Exchange provides enterprise-level data protection Cons What I liked least about SalesOutlook CRM is that because it is so tightly tied to Outlook, it can feel limiting if your team uses other email platforms or tools. Switched from [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) I made the switch because I wanted a CRM that worked directly within Outlook, eliminating the need to constantly switch between multiple platforms. SalesOutlook CRM offered a simpler learning curve, better value for money, and strong email marketing and sales tracking features compared to my previous tool. It gave me a more streamlined workflow and improved overall productivity. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KC Kenya C. CSR Computer Hardware ### "Review On sales outlook " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2025 Great very well put together all company should used this database if you want to stay organized ..... Pros Sales Outlook CRM was great for reports, links to shared documents and keeping track of emails kept me very organized Cons No complaints so far its very well put together and keep me organized and on top of things that I need to be. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CH Cindy H. Recruiter Human Resources ### "Outlook-Friendly CRM That Keeps Things Simple" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 2/10 August 29, 2025 Sales Outlook CRM is easy to use, especially if you already work in Outlook. Setup is quick, and it’s simple to turn emails and meetings into contacts, companies, and deals. The pipeline view is clear, search is fast, and basic reports are enough for weekly check-ins. It’s not great for heavy customization or complex automations, and integrations outside the Microsoft world can be limited. Mobile works but isn’t amazing. Overall, it’s a solid, no-frills CRM for teams that live in their inbox and want something straightforward without a long setup or training. Overall easy on the learning curve. Pros As a job recruiter what I like best is not having to switch in Outlook: Being able to turn any email or meeting into a tracked candidate or client record without leaving the inbox is the biggest win. It feels like a natural extension of Outlook rather than “another tool.” Cons Mobile use, automation and reporting need improvement. Mobile experience is just okay: You can do essentials on the go, but heavy recruiters who live on mobile may find it cramped or slower than best-in-class mobile apps. Automation isn’t very rich: Simple workflows and reminders are fine, but advanced, branching automations, multi-step cadence builders, and lead/candidate scoring are limited without add-ons. Reporting and analytics are basic: Good for pipeline snapshots, but not for advanced forecasting, cohort analysis, or custom dashboards without exporting to Excel/Power BI. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TA Thouiq A. marketing Information Technology and Services ### "Odoo Services by Trusted Odoo Partner | Digital TechWorks" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 August 29, 2025 Pros Odoo Services by Trusted Odoo Partner | Digital TechWorks Digital TechWorks is a trusted Odoo partner offering full-cycle Odoo services—implementation, customization, support, staffing, and more. Cons OutSystems Low Code Solutions | Digital TechWorks Digital TechWorks delivers enterprise-grade solutions with OutSystems low code—rapid app development, integration, modernization, and full lifecycle support. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/129898/SalesOutlook-CRM/reviews/) Popular comparisons [HubSpot CRM vs SalesOutlook CRM](https://www.capterra.com/compare/129898-152373/SalesOutlook-CRM-vs-HubSpot-CRM) [Salesforce Sales Cloud vs SalesOutlook CRM](https://www.capterra.com/compare/61368-129898/Salesforce-vs-SalesOutlook-CRM)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)