SalesOutlook

SalesOutlook CRM

4 / 5 36 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

36 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 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

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

SalesOutlook CRM Reviews Recently Reviewed!


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.

easy to use

Jun 28, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Comments: I liked this product a lot for what I was using it for because it synced my contacts and notes from outlook seamlessly, allowing me to start using it to track and manage our client conversations immediately. I've since moved to another CRM service - it wasn't easy to transfer the data - but this is great for small businesses in my opinion because of the simplicity.

Pros: Very basic, straight-forward user interface. Syncs with outlook - works great with MS software/apps. Unlike some other CRM services with a ton of stuff going on, this software really just has the most essential things shown and can be customized to add/take off things to suit your business needs. Information is easy to input and easy to find, read and access thereafter.

Cons: In some cases, it would be nice to have some more accessibility to information in ways that other CRM services offer. It doesn't work well with mailboxes not synced through Outlook.

Full integration with MicroSoft Outlook is valualble, but can be offset by the challenges of working as a MicroSoft partner.

May 30, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I think the overall value is good because we are a dedicated Microsoft Outlook office. I would like to see SalesOutlook lower the cost for the integrated email components and modules so we can do basic email services without much more cost and less learning.

Pros: The full, seemless integration into our corporate desktop and office applications is exceptional, and saves us time.

Cons: Lack of full functionality for customized and complete forms in the mobile app are a weakness, and Microsoft itself causes various upgrade problems that get in our way. The system needs some stronger "self-programming" or development tools for customization.

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.

Needed! And Useful.

Dec 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, the system lets you realize it's used since each tab is self-explanatory. The interface is simple.

Used for about 6 months and never felt like a pro at it

Jul 17, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The customer/client main page was good and easy to use. It was nice to be able to customize the view and fields to fit what I wanted and used.

Cons: I found the reporting process not user friendly and not intuitive to other programs. It seemed clunky and a bit old fashion in the processing and writing.

Sales outlook use

Dec 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: Very easy to use. Simple and easy to navigate, easy to find everything. I enjoy the ability to get around and find what I'm looking for.

OutlookCRM

Dec 07, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Comments: Would like to see more integrated features.

Pros: Easy to use, has all of the info you need for a small business to see company information and activities.

Cons: the lack of seamless integration between all of the pages so that information can be viewed from anywhere in the product.

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

Good CRM Product

Mar 13, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I would recommend this product to anyone who is already familiar with Microsoft products and is in need of a CRM software.

Cons: It is a bit difficult to learn and get used to, but once you are able to master how to use it it works well. It is just something that may take some time to learn all the ins and outs of.

Overall: There are many benefits to this software, but it is also a bit difficult to learn. Highly recommend for people who are willing to learn or are familiar with Microsoft products.

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

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

An invaluable sales tool

Jan 16, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money

Pros: Easy to use, with each tab labeled simply and clearly. It is so easy to reach many customers at once and has really helped free up some of our marketing/sales time.

Cons: I do not like how you have to manually enter contacts. There should be a feature to import a list or an easier way to get lists in there.

A good buy for products value!

Mar 26, 2018
4/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: Since we bought the software most of everything we've used it for has paid off. We're satisfied that we got the value of what we paid for it.

Cons: Although, I do believe the software could use an update and mostly have more integrated features because sometimes you can cut short on features.

Great value for the product, and what it's able to be used for Account Management

Dec 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is very easy to use, if you know how to use a mouse and basic computer skills you can master this in no time

Cons: The only con, I can even think of is that this was a new program to me, having used other sales software, so I had to just get used to it.

Overall: managing my clients in an easy way

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.

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. 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.

Great

Feb 08, 2018
4/5
Overall
5 / 5
Ease of Use
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: Easy to use with convenient software and customer friendly features that allow me to know right away what to do.

Cons: the cost of the product can be relevant to other products out there that provide similar service for a fraction like base

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.

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!

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 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.

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

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.

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.

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.

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.

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.

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.

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.

So far I am loving your SalesOutlook program. By far the best I have seen. Nicely integrated! Simple! Powerful! Fast!

May 25, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Nicely integrated! Simple! Powerful! Fast! The Systems Engineer that helped with our implementation is super knowledgeable and I like knowing I have support.

Cons: No issues with the implementation so far. We are still customizing the fields, pick list values and Crystal Reports.

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.

Use of SalesOutlook

Jun 01, 2018
5/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Comments: As I work with it, I am starting to appreciate the potential.

Pros: 1) User Friendly; 2) easy to address information generated in opportunities; 3) contact information is very valuable

Cons: It is sometimes hard to create appropriate summary reports, especially actions of account managers.

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 .

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