--- title: "SalesOutlook CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SalesOutlook CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/129898/SalesOutlook-CRM/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # SalesOutlook CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SalesOutlook CRM ## What is SalesOutlook CRM? SalesOutlook CRM for Outlook, Teams and Microsoft 365. SalesOutlook is the No-Login CRM that runs anywhere you can run Outlook or Teams including PC, Mac, Web and Mobile. The CRM was designed to be as easy to use as your Inbox. Organize items using categories, folders and flags. Use our CRM to create Microsoft Outlook tasks and appointments. Complete your Microsoft 365 experience by including a workgroup solution to track Contacts, Companies, Deals and Activities. Use email templates to send emails and campaigns. ## 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 Includes Free Version 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://www.g2.com/products/salesoutlook-crm/claim_requests/new?auto=true) ## 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 (4,492)](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 (4,393) Value For Money 4.3 (48) Value For Money 4.3 (3,521) Customer Service 4.1 (59) Customer Service 4.4 (3,531) ## SalesOutlook CRM alternatives [4.4 (18,834)](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 (7,009)](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 Highest Rated [4.7 (745)](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 [4.5 (830)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/129898/SalesOutlook-CRM/alternatives/) ## FAQs about SalesOutlook CRM Overview ### Which roles and teams benefit most from SalesOutlook CRM? SalesOutlook CRM is most used by business owners, executives, and sales leaders who need visibility into customer relationships, pipelines, and team activity. Sales representatives and business development teams manage prospects and follow-ups, while office managers, recruiters, and project or operations managers organize contacts, assignments, and client communications. Answer based on 60 reviews Overview ### What company size and industries is SalesOutlook CRM built for? SalesOutlook CRM is built for small businesses, which account for 80% of reviewers, with Real Estate as the top industry at 11%. It is intended for people using Outlook and Teams as a CRM and organizations relying on Microsoft Office for deployment and workgroup sharing. Management Consulting and IT Services each represent 8% of reviewers. Answer based on 71 reviews Features and Usability ### What are the key features of SalesOutlook CRM? SalesOutlook CRM includes Outlook-integrated contact management, email tracking, and calendar scheduling, allowing users to convert emails and meetings into tracked records. Core sales features include lead management, opportunity and pipeline management, task management, and customizable sales reports. It also provides document management, workflow automation, and email marketing for connected sales activities. Answer based on 39 reviews Pricing ### How much does it cost and what fees or limitations are included? SalesOutlook CRM starts at $40 per user per month on the Basic plan, and an annual subscription costs $360 per user per year. A free version and free trial are available. The Basic plan includes Outlook-based CRM, auto file emails, security, reporting, and quality assurance. Answer based on 8 reviews Integrations ### Which third-party tools and platforms does SalesOutlook CRM integrate with? SalesOutlook CRM connects natively to Microsoft Outlook, Microsoft 365, Microsoft Excel, Microsoft Teams, Microsoft Power BI, Microsoft Power Automate, Microsoft Copilot Studio, Dynamics 365 Business Central, Mailchimp, Office 365 Document Management, Sharepoint Backup, and Zaper. Answer based on 9 reviews Getting Started and Support ### How easy is it to onboard and train a team on SalesOutlook CRM? SalesOutlook CRM offers live online sessions, webinars, documentation, and videos for team training. Reviewers report that Outlook-familiar sales users usually learn daily contact, email, and pipeline tasks quickly. Administrators handling data migration, integrations, or configuration need more time, and some users want more detailed guidance. Answer based on 17 reviews Getting Started and Support ### What customer support options does SalesOutlook CRM offer, and how do users rate the experience? SalesOutlook CRM offers email/help desk, FAQ/forum, phone support, and chat. Users often describe support staff as knowledgeable, helpful, and quick to respond, with live assistance available when needed. However, some report slow or rude service, insufficient training, and unresolved technical problems that required additional paid support. Answer based on 30 reviews Features and Usability ### Is SalesOutlook CRM easy to use and navigate? SalesOutlook CRM provides an Outlook-familiar workspace that many small business teams learn quickly, but its interface feels dated to others. Users value accessible navigation, contact management, and pipeline views, while some find screens busy or poorly arranged and want more modern design, mobile polish, and report customization. Answer based on 15 reviews Features and Usability ### How well does SalesOutlook CRM track emails and sales activity? SalesOutlook CRM tracks emails, calls, meetings, tasks, contacts, and deals directly from Outlook, reducing app switching for sales teams. Recruiters and inbox-focused small business teams especially value converting messages and calendar events into records and scheduling follow-ups. Some users still want automatic website lead capture and more complex automation. Answer based on 14 reviews ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) SalesOutlook CRM includes **Data Security** and **Customer Database**, giving teams a secure way to store customer information and maintain a central record of accounts and interactions. However, it does not offer **Real-Time Data**. Instead, it provides other important CRM capabilities, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), helping businesses organize contact details, find records faster, and manage customer relationships more efficiently. Data Security 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Customer Database 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Contact Database 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Search/Filter 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria 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 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 SalesOutlook CRM 69 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Appointment Scheduling: Schedule appointments via a calendar - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Cross-system Integration: Works across multiple software systems or databases - Customer Contract Management: Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Reports: Alter the layout and content of reports - Data Import & Export Tools: Ability to input, modify, and extract data from the application in bulk through a structured file. - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Desktop Integration: Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Mac Devices: Operate/access software on Mac Devices - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) - Opportunity & Pipeline Mgmt.: Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Single Sign On: Allow users to access multiple services after entering their login credentials once - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Capability: Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. --- 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 Free Version [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 - High Security Annual Subscription $360.00 Per User,Per Year It includes: - Auto File Emails - 100% inside of Outlook - High Security Value for money 4.3 (48) 4.3 Based on 48 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ 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/)[ Office 365 Document Management](https://www.capterra.com/p/159852/Oxygen-Document-Management/) 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 Counts reflect reviews available in this feed. 5(33) 4(26) 3(8) 2(3) 1(1) Mentioned topic Recent reviews first, then most helpful Marketing.Digitaltechworks A. marketing Used the software for: I used a free trial ### "Odoo Services by Trusted Odoo Partner | Digital TechWorks" 5.0 November 28, 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. RE Reviewer Sales Rep Used the software for: Less than 1 year ### "Familiar interface and easy to use CRM" 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 3/10 November 27, 2025 10/10 experience using SalesOutlook CRM, would highly recommend. Nothing beats a streamlined solution. Pros How familiar it feels from using outlook for so long. It’s great not having to learn an entirely new system. Cons A CRM built directly into Outlook? What bad can I really say? No complaints from me, this have been a fantastic CRM to use 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. RE Reviewer wedding photographer Used the software for: I used a free trial ### "SalesOutlook convenience " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 27, 2025 Pros The functionality of Sales outlook is what I like the most. Especially the feature of filling out emails for you, it makes things extremely convenient. Cons The thing I like least is probably the price. I wish there were a slightly more reasonably priced option. 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. Sarvesh Kumar S. Project Manager Used the software for: 3-5 years ### "CRM is nice software which I work on" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 27, 2021 Its nice software for Sales & marketing you can track and monitor your sales team and document your contract Pros I like task Generation feature of this software its vary helpful to track your tasks. Cons I like this software but some least problem is Its give us too much reminder mail. 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. RE Reviewer Administrator Used the software for: Less than 1 year ### "New to the program" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 January 13, 2025 It's been a learning experience that I am still working on. Pros It integrates with my EMR software program Cons It does have alot of steps in getting the data in. 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. Yvonne B. Owner Used the software for: Less than 1 year ### "Finally a system that does just what I need" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 28, 2022 One system to house all my information for clients, suppliers and onboarding Pros SalesOutlook is straightforward, easy to use and customize without any hidden cost and great customer service. It's doesn't require learning a whole new product because it integrates right into Outlook Cons I just miss physical manuals sometimes but everyone is digital now 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 Used the software for: 3-5 years ### "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 4, 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 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. Joyelle S. not important Used the software for: Less than 1 year ### "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 5, 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 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. Verified Reviewer Senior Software Developer Used the software for: I used a free trial ### "One place to enhance the product growth" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 3/10 December 25, 2024 Really helped to increase our business growth Pros Easy to track Aids organizing Increases business sales growth One place to manage all the tasks Cons Services not upto the mark Setup requires further some expectancy 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. RE Reviewer APAC Business Development Used the software for: Less than 1 year ### "SalesOutlook CRM personal review" 5.0 June 11, 2023 Pros I have been utilizing SalesOutlook CRM for several months and I must say, I am impressed with its performance and features. Our retention rates and customer satisfaction have improved since we started using this platform. Integrating it with Outlook is seamless and very user-friendly, which makes it easier for us to manage customer relationships. Cons So far, I haven't come across any negative issues with this. Everything is great! 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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)