# Page 2 | SalesOutlook CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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SalesOutlook CRM

4.3 (71)

[View alternatives](https://www.capterra.com/p/129898/SalesOutlook-CRM/alternatives/)

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Last updated March 2nd, 2026

# Page 2 - Reviews of SalesOutlook CRM

## Showing most helpful reviews

Showing 26-50 of 71 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Patrice C.  
Client Service Specialist  
Insurance  
Used the software for: 2+ years

### "OUTLOOK CRM WITH SALES "

August 21, 2025

5.0

Overall my experience using this platform is that it keeps me organized with my emails, and contacts, tasks, sales deals. I especially like the fact that you can organize folders to keep mointor on the company’s and customer that is used for your sales for the organization.

Pros

What I liked most about Sales Outlook is great for your business communication tool for the beginning of the day and the end of the day. It has so many advanced features to keep you organized. For example, calendar, and being able to mointor your sales performance for the business that you are prospecting for. Your able to track customers data and forecast activity throughout the day, weekly and monthly. This great added feature because this will lead to improved sales and activity and happy customers. The Sales outlook allows you to track sales productivity on a day to day basis.Great tool to use

Cons

What I like least is that needs to be more automation features but overtime I am sure it will improve generally.

Review Source

VR

Verified Reviewer  
associate  
Computer Software  
Used the software for: Less than 6 months

### "Seamless CRM Integration Within Outlook"

September 18, 2025

5.0

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

BF

Brandon F.  
founder  
Arts and Crafts  
Used the software for: 1-2 years

### "daily user"

October 26, 2025

5.0

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

VR

Verified Reviewer  
Manager, Business Development  
Sports  
Used the software for: 6-12 months

### "If you use Outlook, its great!"

October 30, 2025

5.0

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

MB

Mark B.  
CEO  
Insurance  
Used the software for: I used a free trial

### "SalesOutlook CRM a great tool for people using Outlook."

September 21, 2025

4.0

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

MPA

Mohammad Pervaiz A.  
Surveyor  
Animation  
Used the software for: 6-12 months

### "Evaluation and Effectiveness of CRM Software \[Specify the Name\]."

September 30, 2025

5.0

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

MR

Mark R.  
Senior Vice President  
Real Estate  
Used the software for: Less than 6 months

### "A highly functional must have for your team "

November 2, 2025

5.0

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

Kennedy T.  
Marketing  
Media Production  
Used the software for: Less than 6 months

### "Streamlined CRM with Great Organization Tools"

August 12, 2025

5.0

Sales Outlook CRM helped me stay organized and keep client communication consistent. It’s a dependable solution for teams that rely heavily on Outlook and want their CRM tightly integrated. With a few UI and automation updates, it could be even more competitive.

Pros

Sales Outlook CRM keeps everything in one place — emails, contacts, tasks, and deals — so I never lose track of customer interactions. I liked how it integrates smoothly with Outlook, making it feel like a natural extension of my daily workflow. The search and categorization tools made it easy to find exactly what I needed.especially useful for staying on top of deals.

Cons

The interface could use a modern refresh, and a few automation features felt a little basic compared to newer CRMs.

Review Source

AT

Alexandru T.  
Project Quality Manager  
Business Supplies and Equipment  
Used the software for: 6-12 months

### "Provided smart CRM integration right inside my Outlook"

April 16, 2025

4.0

Pros

With SalesOutlook CRM I could immediately create new entries from the email within the CRM, link it to contacts and monitor sales activities without ever needing to open up a new program. It allowed me to stay within the comfort of my local environment while not giving up the use of CRM.

Cons

I discovered that it took some moments before the calendar and tasks get updated to the latest. For instance, changes made in outlook calendar did not always sync immediately with the outlook bound CRM view that is followed up based on time.

Review Source

BB

Brittany B.  
office manager  
Consumer Services  
Used the software for: 1-2 years

### "One of the best CRM systems out there! "

January 3, 2025

5.0

Pros

Great for customer interactions. I used this at my last place of employment and was a great success.

Cons

Only complaint is that I feel like it was easy to improperly log information

Review Source

RS

Rashvinder S.  
Accountant  
Accounting  
Used the software for: 1-2 years

### "Very good CRM system"

March 15, 2025

5.0

I loved the automation feature and document management the most.

Pros

Integration with other softwares like Quickbooks.

Cons

I loved the product and did not find cons while using it.

Review Source

ML

Mariah L.  
Owner  
Non-Profit Organization Management  
Used the software for: I used a free trial

### "SalesOutlook"

August 18, 2025

3.0

As far as my overall experience with salesoutlook CRM was pretty enjoyable it was easy to use and navigate. Great for employees

Pros

I thought that the software or website itself was smooth. It seemed easy to navigate without glitches.

Cons

I think that there was a lot of information squeezed together and could have been spread out a little more.

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

LG

Leigh G.  
Administrative  
Civic & Social Organization  
Used the software for: I used a free trial

### "Take a Look at SalesOutlook"

January 26, 2025

4.0

SalesOutlook CRM was great for reports, links to shared documents and keeping track of emails.

Pros

What I like best about SalesOutlook CRM is that it keeps track of all the leads.

Cons

What I liked least about SalesOutlook CRM is that the site is very busy and a bit hard to navigate.

Review Source

VR

Verified Reviewer  
Senior Software Developer  
Information Technology and Services  
Used the software for: I used a free trial

### "One place to enhance the product growth"

December 20, 2024

4.0

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

CR

C R.  
President  
Marketing and Advertising  
Used the software for: I used a free trial

### "Great sales tool"

December 27, 2024

5.0

Positive, it organized sales prospects and help define who it made sense to follow up with

Pros

Helped organize sales prospects better to organize sales

Cons

Too much to keep track of, a bit of a time consuming task

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

ME

Mary E.  
Director of Marketing  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "It works the way our brains work!"

July 24, 2015

4.5

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.

Review Source

Bradon L.  
Academic Technologist at CU Online  
Higher Education  
Used the software for: 2+ years

### "A great CRM"

December 19, 2018

5.0

But using this CRM our team is ensure that they never miss a lead and are always able to see the information that they need when they need it.

Pros

I love how easy it was to get this CRM setup and running with-in our organization. In no time I was able to add field and start tracking leads.

Cons

The only issue i have is the lack of ability in display views. I wish I had the option for a couple different views for meetings and live views.

Review Source

SM

Socrates M.  
Account Manager  
Real Estate  
Used the software for: 1-2 years

### "easy to use"

June 28, 2018

5.0

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.

Review Source

VR

Verified Reviewer  
Development Officer  
  
Used the software for: 6-12 months

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

July 17, 2018

3.0

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.

Review Source

Response from SalesOutlook

August 10, 2021

SalesOutlook now supports Excel Reports and are much easier to use. Crystal Reports are still supported. Thanks, Sales Team

MM

Matthew M.  
Vice President  
Construction  
Used the software for: 2+ years

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

May 30, 2018

5.0

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.

Review Source

VR

Verified Reviewer  
Social Media Manager  
  
Used the software for: 6-12 months

### "Good CRM Product"

March 13, 2018

4.0

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.

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.

Review Source

Response from SalesOutlook

August 10, 2021

We now have a full set of training videos that will help in getting started with SalesOutlook. https://www.salesoutlook.com/salesoutlooktraining.html Thanks, Sales Team

LS

Luke S.  
Listing Manager  
Real Estate  
Used the software for: 6-12 months

### "Sales Outlook has saved our company so much time!"

September 18, 2017

5.0

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.

Review Source

VR

Verified Reviewer  
Developer  
Information Technology and Services  
Used the software for: Less than 6 months

### "Streamline Your Sales Process with SalesOutlook CRM"

March 17, 2023

5.0

Pros

SalesOutlook CRM is a great tool for assisting with my sales process. It's organized, streamlined, and easy to use. With SalesOutlook CRM I can keep track of leads, follow-ups, and other sales related tasks easily. Plus, the customer service team is always willing to help if I ever have any questions or need assistance with anything. Highly recommend SalesOutlook CRM!

Cons

I have not been able to find any downsides at this time.

Review Source

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