SalesOutlook

SalesOutlook CRM

3.5 / 5 26 reviews

Who Uses This Software?

Any users that want to leverage their investment in Microsoft Office and Exchange server for easy deployment and training.


Average Ratings

26 Reviews
  • 3.5 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $30.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • SalesOutlook
  • www.salesoutlook.com

About SalesOutlook CRM

MS Outlook based CRM plug-in with account management , lead tracking, mobile access, document management and Web2Lead integration. 100% based in Outlook with integration with Constant Contact and QuickBooks. Leverage your investment in MS Office and Exchange server for faster deployment and easier training.


SalesOutlook CRM Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

SalesOutlook CRM Reviews Recently Reviewed!

Sales Outlook has saved our company so much time!

Sep 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that the Sales Outlook allows for us to reach our Contacts in an efficient manner. Before we would waste so much time trying to reach out to our clients but with this software, we have really boosted our sales as we have more time to actually reach out to our contacts instead of the hassle of trying to manage our contacts through a less efficient CRM system.

Cons: The only thing that I dislike about the software is that we have to manually input the contacts in. If there was a feature that allowed for people who signed up on our site to automatically be added to our CRM, that would be fantastic.

Sales outlook is convenient to use

Aug 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: The UI is self explanatory.Its easy to navigate and customizable to your organizations need.Customer inquiry is very easy, managing leads is convenient too.

Cons: The UI is could be more user friendly like salesforce. This one looks more like the older day screens.The product was also not compatible with certain windows version you have to use older ones.

Easy to use and navigate.

Aug 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: Outlook CRM is a good value for the cost, I think it runs about $30 / user. It syncs with outlook, which is nice.

Cons: Some other products have higher functionality and more capabilities, but if you're looking for a user friendly tool, this should work.

Very disappointing with extermely poor customer support

Jul 20, 2017
2/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money

Comments: After it was realized that the product would not work, we were told sorry but no refunds. After several weeks of wasted time with the SF tech rep for a product that never worked we were told too bad. They offered to continue attempts to make operational but we would have to pay for additional tech support hours.

Pros: Nothing. Was never able to make functional despite multiple attempts by the SalesOutlook tech rep to repeatedly download the software; which they billed against pre-paid tech support.

Cons: The product would not operate properly on Windows 10 with Office 365 despite multiple reloads of Office 365 and the SalesOutlook software.

SalesOutlook

Jul 11, 2017
3/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: CRM, Customer service, Could possible help some businesses, Does seem like you'd need extensive help to work with this

Cons: I dislike i have to sign up to even watch a demo video of the product. I have to register to even view prices. This is a bad business ploy to get email addresses for a mailing list

CRM - Uses to help track customer

Apr 04, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Use at work. To track customer base information and follow up on the orders/quotes. Tracks phone calls and emails.

SalesForce Skeptic, SalesForce Sold!

Feb 21, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: SalesForce offers an open platform that allows any business to tailor their needs. As needs changes, salesforce changes. This wouldn't be successful for a lot of od business's if there are not in-house software engineers on the back end. Also, sales force needs to have a playbox before "launching" this causes a lot of downtimes.

Pros: branding, customization, inter-exchangeable with ADP and QuickBooks

Cons: No sandbox for test launch, needs strong support in the back end to eliminate high costs from salesforces team

Recommendations to other buyers: The price is high for users, evaluate turn around and wait a month before enrolling users

Good to use.

Jan 26, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: User friendly , easy access . Faster than other apps. new added features which gives wide range of options .

Great system

Jan 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I love the convenience of Salesforce and also the ability to use it on my smartphone

Pros: Accessibility Ease of use

Five Stars

Dec 14, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: It is a great Product and works really well for our business. Setting up meetings on the calendar and being able to invite all the participants is great to ensure none of us miss the meeting.

Pros: Pretty much everything!

Dalcor Real Estate

Nov 11, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: It was very useful and well organized. The contacts information enabled me to contact my clients and helped.

Pros: The ease to put my contacts in and get organized.

Cons: The cost and the start up time to load in additional information like Birthday's.

Recommendations to other buyers: It is one of the best products out there.

tech review

Oct 05, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Comments: good experience with your product, thank you for asking me for a review of your product so I can get a gift

SalesOutlook CRM Review

Sep 19, 2016
4/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
2.5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability for inexperienced users to adjust to the platform in a short time frame.

Cons: I've experienced maintenance outages more times than I would like. The software has been out or slowed down about once a month since I have been a user.

Recommendations to other buyers: Simply to have patience and be open minded about the process. Although small, there is in fact a learning curve.

Has limitations as to personalizing newsletters

Sep 14, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4.5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Reliable and easy to work with, clear in terms of usability, not complicated on daily basis

Cons: Can be limited as to specific templates to work with

Recommendations to other buyers: Figure out how to make this less limited in sendouts

SalesOutlook CRM SQL

Sep 12, 2016
3/5
Overall
3.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
2.5 / 5
Customer Support
3.5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: SalesOutlook CRM is easy to use Customer Relationship Managment system. Our company decied to go with with Sales Outlook because it easliy integrates with Microsoft Outlook so there is no need extra steps.

Cons: I wish online instructions will be more detailed. You really need to self educate yourself. There is not much you can find online.

Recommendations to other buyers: Make sure you educate your staff before go online with this CRM. O

SalesOutlook

Sep 08, 2016
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: SalesOutlook is easily installed and the customer support was exceptional.

Cons: At this point, there is nothing we've uncovered that does not meet our expectations.

Recommendations to other buyers: Be sure to request an on-line introduction to the features and functions for you and your team. It was very helpful in identifying that this was the right CRM tool for our organisation's requirements.

Buyer Beware!!!

Feb 22, 2016
1/5
Overall
1 / 5
Ease of Use
1 / 5
Customer Support

Comments: Customer service is rude and slow to answer. This program requires LOTS of training to use to it's full potential. It's not worth the huge amount of training time. There are no online videos or quick how-to guides.
DO NOT buy this product! The company is NOT honest. You are required to have an Office 365 account prior to set up. If you don't have one they will make you one and never tell you. It is a security threat. No interaction with this company since our purchase has built any kind of trust.

Vendor Response

by SalesOutlook on October 21, 2016

Jennifer, As we discussed, SalesOutlook requires an Exchange server to operate. We are sorry you misunderstood this. We setup an account for you on Office 365 at no cost to you. Office 365 is not a security threat and we are glad we were able to resolve your concerns. Thank you, SalesOutlook Support Team

It works the way our brains work!

Jul 24, 2015
5/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: We have been using SalesOutlook only for a short time in our business. We decided on SalesOutlook for two main reasons: 1) It is integrated with the Outlook email client which we already use, and 2) It appeared to be intuitive, i.e. it works like the way our brains work ¿ well some of us anyway. The main problems with any CRM software are to do with inputting accounts, contacts, sales opportunities etc. from a previous CRM. However, this is more due to the way the previous CRM dealt with data rather than SalesOutlook. I have to say, though, that SalesOutlook was quicker than our last CRM at inputting our data. We got the Quickbooks integration module. We already used Quickbooks but we thought it would make life easier to be able to use it in SalesOutlook rather than have to go into Quickbooks separately. For this to work there has to be a dedicated computer that would switch on at a given time to download the last days invoices from Quickbooks. This is usually the administrator¿s computer. However, because we have to leave it on all the time we decided to use a netbook, which seems crazy I know but it works fine. There will be more challenges as time goes on but as we come across them it makes us more familiar with the process. Each company requires a different way of working with a CRM so there will be changes and updates. That was the same with our previous CRM. Set up is part and parcel of any CRM and it takes time and SalesOutlook is no exception. The technical support team work hard to help you through the process and solve problems. The only fly in the ointment is the training. The time allotted to it isn¿t enough. We learned a lot through trial and error, and maybe that¿s the better way to learn anyway. Overall, for our business, it works great. I would say to ask me again in 6 months, but when asked if they¿d rather go back to the old one, I get a resounding ¿No!¿

Cons: If I had to choose something to dislike it would be the time to set it all up. However, the set up time is the same for most CRMs so it isn't really a salesoutlook problem alone. Training needs more time, but as I said in the full review we learned more from trial and error.

Recommendations to other buyers: If anyone wants to evaluate the software, go for a trial period and negotiate training in two stages. One, the initial stage where it gives an overview of the application, and then take each group of people with particular work needs and go into more detail. You will need more time than you think to get familiar with it and take notes. Although it seems to work like our brain does (or how we think our brain works), when it comes to manually interpreting that using motor skills ... it's a totally different situation.

Carrasco Review

Nov 21, 2014
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use, user-friendly software, and provides good followup results.

Cons: Nothing so far. I have been very pleased with the program

Recommendations to other buyers: Consider your team's technological experience and the type of results desired.

Sr Business Analyst - Sales

Nov 18, 2014
4/5
Overall
3.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Tracking appointments and activities, sales call, and branch visits.

Cons: Duplication of data management, accounts, big brother aspect to the sales force.

Recommendations to other buyers: This is a great tool for sales professionals and senior management.

Crm review

Nov 17, 2014
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Pros: Functionality and ease of use with program and layout.

Cons: Ease of connecting with live customer service as needed.

Recommendations to other buyers: Make sure the program's strong point meets your company's needs.

My Review - by Dulcie

Oct 30, 2014
4/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
3.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: It makes the work flow smoother than many of the other options available.

Cons: There could always be more user support from the vendor. A higher level of attention, so to speak.

Recommendations to other buyers: Check your options out before you commit to any one software. It can be hard to change after you start.

Gets the job done

Oct 29, 2014
4/5
Overall
3.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: I really like the service that comes along with it. There are people available in case you need help understanding any function.

Cons: Contact input can be tedious if you have many different accounts or different tags to be assigned.

Recommendations to other buyers: Make use of all the functions they provide with the system. Newsletters, sales reports, newsletter reports, any new leads or opportunities with any kind of business!

It's OK waiting for another option

Oct 29, 2014
2/5
Overall
2.5 / 5
Ease of Use
2 / 5
Features & Functionality
1.5 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Pros: It works for us right now and we will start shopping around next year.

Cons: Need more options since we are a sales company in the communications sector.

Recommendations to other buyers: Understand the market and your business sector, a lot of changes and new options coming in 2015.

It's good and works well. Everyone likes it a lot.

Oct 28, 2014
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: It's very easy to understand, and for me, that is the most important thing, as well as for my colleagues in this company.

Cons: I don't like reading the fine print of the disclaimers, but no one does. Yet, it is important to read it to know your rights.

Recommendations to other buyers: I would recommend talking to other people who have used the software before and getting feedback.

Senior sales insight

Oct 25, 2014
4/5
Overall
5 / 5
Ease of Use
3.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
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Pros: Updated information, current relevancy with immediate assistance if necessary.

Cons: Actually not much I don't like about this vendor or format of service.

Recommendations to other buyers: Make sure key hardware components match up to software requirements.