# SalesOutlook CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is SalesOutlook CRM the right CRM solution for you? Explore 71 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/129898/SalesOutlook-CRM/reviews --- SalesOutlook CRM 4.3 (71) [View alternatives](https://www.capterra.com/p/129898/SalesOutlook-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 2nd, 2026 # Reviews of SalesOutlook CRM Ease of use 4.2 Customer Service 4.1 ## Pros and Cons in Reviews Chris C Manager, Business DevelopmentSports, 201 - 500 employeesUsed the software for: 6-12 months. “The reporting and pipeline tracking got us more visibility without a lot of extra training.“ October 30, 2025 CH Cindy H RecruiterHuman Resources, 51 - 200 employeesUsed the software for: 6-12 months. “It’s not great for heavy customization or complex automations, and integrations outside the Microsoft world can be limited.“ August 29, 2025 js joyelle s not importantAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “Its ability to file emails is a nice feature it has some great marketing templates too if need those.“ October 1, 2025 CH Cindy H RecruiterHuman Resources, 51 - 200 employeesUsed the software for: 6-12 months. “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.“ August 29, 2025 MR Mark R Senior Vice PresidentReal Estate, 11 - 50 employeesUsed the software for: Less than 6 months. “Simple learning curve gets you up and running quickly and the results are so helpful in managing your prospects“ November 2, 2025 MB Mark B CEOInsurance, 2 - 10 employeesUsed the software for: I used a free trial. “Limited customization: Not suitable for businesses with complex or highly customized sales processes.“ September 21, 2025 Nitish P associateComputer Software, 51 - 200 employeesUsed the software for: Less than 6 months. “I really liked how SalesOutlook CRM combines Outlook with CRM features in a simple, cost-effective way.“ September 18, 2025 JH Judy H OwnerApparel & Fashion, Self-employedUsed the software for: I used a free trial. “Some of the pages was just a little slow loaded up from the website“ May 14, 2025 ## Showing most helpful reviews Showing 1-25 of 71 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Sarvesh Kumar S. Project Manager Packaging and Containers Used the software for: 2+ years ### "CRM is nice software which I work on" July 21, 2021 3.0 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 Response from SalesOutlook August 10, 2021 Sarvesh, You can turn off reminders and use our Sales Dashboard to see your meetings for the week and tasks due. Thanks Sales Team JM Jim M. Administrator Hospital & Health Care Used the software for: Less than 6 months ### "New to the program" January 9, 2025 4.0 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 YB Yvonne B. Owner Financial Services Used the software for: Less than 6 months ### "Finally a system that does just what I need" April 25, 2022 4.0 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 Reason for choosing SalesOutlook CRM Requirements, Customer Service, learning curve and ease of use Switched from [CentrixOne](https://www.capterra.com/p/196774/CentrixOne/) Needed a CRM that would do more and had great customer service Review Source AC Anthony C. Sales Rep Construction Used the software for: Less than 6 months ### "Familiar interface and easy to use CRM" July 10, 2025 5.0 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 JH Judy H. Owner Apparel & Fashion Used the software for: I used a free trial ### "Handmade Jewelry " May 14, 2025 5.0 My overall experience I am highly satisfied with my experience with this site would definitely highly recommend it Pros This site is the most easy and simple to setup for a business Cons Some of the pages was just a little slow loaded up from the website Review Source KC Kenya C. CSR Computer Hardware Used the software for: 2+ years ### "Review On sales outlook " September 3, 2025 5.0 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 jS joyelle S. not important Accounting Used the software for: 6-12 months ### "overall good product" October 1, 2025 4.0 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 TA Thouiq A. marketing Information Technology and Services Used the software for: I used a free trial ### "Odoo Services by Trusted Odoo Partner | Digital TechWorks" August 29, 2025 5.0 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 sS sarah S. wedding photographer Accounting Used the software for: I used a free trial ### "SalesOutlook convenience " June 29, 2025 5.0 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 Lori Y. APAC Business Development Information Technology and Services Used the software for: 6-12 months ### "SalesOutlook CRM personal review" June 8, 2023 5.0 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 SD Shannen D. Owner Food & Beverages Used the software for: Less than 6 months ### "Sales outlook reviews " January 23, 2025 5.0 Overall experience has been great. I can easily naviagte to each drop down menu everything pretty much common sense Pros I love the user friendly app. The navigation systems is awesome as well. Customer service was knowledgeable and very helpful explaining there platforms performance ect Cons None so far. I just started up with them so far there great Review Source DS Dana S. Regional Sales Manager Marketing and Advertising Used the software for: 1-2 years ### "Great for both novice and experienced CRM users" September 20, 2021 4.0 Prior to implementing a CRM, we had no way to capture all of the sales intelligence our sales team had on our customers. Some reps kept paper notes, some used one note, some kept it in their head. With having an older sales force and facing upcoming retirements, we needed an easy solution to start capturing this data. SalesOutlook has done just that. The implementation was seamless and the customer service is outstanding. Quick response by \[SENSITIVE CONTENT\] every time we have a question or an issue. Pros SalesOutlook is our company's first CRM system, so we needed to find a system that not only met our needs from a sales and management standpoint, but also was easy to understand and use for our tenured sales reps who have never worked in a CRM. SalesOutlook fit the bill. We also love that it is integrated into Outlook, so the sales reps do not need to sign into a separate system. Cons For our situation, SalesOutlook fits all of our needs. Reason for choosing SalesOutlook CRM The integration with Outlook, the price and the ease of use. Review Source AJ Arjun J. Sr. Digital Marketer Information Technology and Services Used the software for: Less than 6 months ### "Best CRM for all type of businesses" January 20, 2023 5.0 Pros SalesOutlook CRM helped me in storing my contacts and manage it at a time. It helps in manage tasks of my juniors and the notifications are on point. Offers lead management with reporting and precise analytics. Cons Till date I have not found any type of disadvantages of the software. Review Source AT Aakankshya T. Owner Computer Software Used the software for: 1-2 years ### "Sales outlook is convenient to use " August 29, 2017 5.0 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. Review Source RB Rebecca B. Office Manager Oil & Energy Used the software for: 1-2 years ### "Sales outlook use" December 29, 2017 5.0 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. Review Source AS Alexandra S. Office Manager Consumer Services Used the software for: 6-12 months ### "A good buy for products value!" March 26, 2018 4.0 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. Review Source Response from SalesOutlook August 10, 2021 Alexandra, Thanks for the review. We are always updating our system with more features. We have added a new side panel, Sales Dashboard and email templates. Let us know what features you would like and we can put them in the queue. Sales Team NC Nan C. Sales Associate Real Estate Used the software for: 2+ years ### "Has limitations as to personalizing newsletters" September 14, 2016 3.5 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 Review Source TR Tracy R. VP Sales & Marketing Management Consulting Used the software for: Less than 6 months ### "Very disappointing with extermely poor customer support" July 20, 2017 2.0 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. Review Source Response from SalesOutlook August 27, 2021 Tracy, We are sorry you had a bad experience. SalesOutlook works well with Windows 10 and Office 365. That is our main working environment. We refunded your payment per your request. NR NURA R. Director of Community Relations Medical Practice Used the software for: Less than 6 months ### "Five Stars" December 14, 2016 5.0 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! Review Source SB Siedel B. Legal Services Used the software for: ### "It's good and works well. Everyone likes it a lot." October 28, 2014 4.0 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. Review Source CZ Craig Z. Electrical/Electronic Manufacturing Used the software for: ### "Sr Business Analyst - Sales" November 18, 2014 3.5 Pros Tracking appointments and activities, sales call, and branch visits. Cons Duplication of data management, accounts, big brother aspect to the sales force. Review Source KC Kim C. Management Consulting Used the software for: ### "Carrasco Review" November 21, 2014 5.0 Pros Easy to use, user-friendly software, and provides good followup results. Cons Nothing so far. I have been very pleased with the program Review Source DS Debbie S. Used the software for: ### "CRM - Uses to help track customer" April 4, 2017 4.0 Use at work. To track customer base information and follow up on the orders/quotes. Tracks phone calls and emails. Review Source SB Sue B. Project Manager Used the software for: Less than 6 months ### "SalesOutlook " September 8, 2016 4.5 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. Review Source CH Cindy H. Recruiter Human Resources Used the software for: 6-12 months ### "Outlook-Friendly CRM That Keeps Things Simple" August 29, 2025 4.0 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 Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/)[Contact Management](https://www.capterra.com/contact-management-software/)