# Page 3 | SalesOutlook CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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

# Page 3 - Reviews of SalesOutlook CRM

## Showing most helpful reviews

Showing 51-71 of 71 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

II

Ingrid I.  
Leasing & Administrative Associate  
Real Estate  
Used the software for: 2+ years

### "Needed! And Useful."

December 31, 2017

5.0

Pros

Easy to use, the system lets you realize it's used since each tab is self-explanatory. The interface is simple.

Review Source

PB

Peter B.  
Vice President  
Management Consulting  
Used the software for: 6-12 months

### "OutlookCRM"

December 7, 2017

4.0

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.

Review Source

Response from SalesOutlook

August 10, 2021

Peter, Our new Side Panel allows you to view all related data without opening the account, contact or opportunity. It also works in the Inbox to see all related data for the sender of the email Thanks, Sales Team

AB

Adam B.  
Internet Sales Manager  
  
Used the software for: Less than 6 months

### "An invaluable sales tool"

January 16, 2018

4.0

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.

Review Source

Response from SalesOutlook

August 10, 2021

Adam, We have multiple ways to import contacts. You can use our Outlook contact import routine or our import spreadsheet. We also have an advanced import for bringing in data from other sources such as accounting or other CRM's. Please contact us and we can help you with the import. Thanks, Sales Team

JW

Jay W.  
business development  
Telecommunications  
Used the software for: 1-2 years

### "Solid CRM SAAS"

July 11, 2019

4.0

Pros

The dashboard view is very user intuitive. For large sales team 30+, is it easy to manage and track all your team's progress and new leads.

Cons

Would be nice to have more integration with third party tools.

Review Source

Response from SalesOutlook

August 10, 2021

Jay, We do integrate with Constant Contact, QuickBooks and NetSuite. Thanks, Sales Team

RB

Rebecca B.  
Customer Service  
Electrical/Electronic Manufacturing  
Used the software for: 6-12 months

### "Outlook CRM"

October 3, 2018

5.0

Pros

This is a very user friendly product. I like the features it has and it connects well with my other programs.

Cons

I have not really found any cons, this has worked well in my daily routine and I greatly value it, along with the rest of my team.

Review Source

EG

Erdem G.  
Controller  
Food & Beverages  
Used the software for: 1-2 years

### "SalesOutlook CRM SQL "

September 12, 2016

3.0

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.

Review Source

JB

Jennifer B.  
Operations  
  
Used the software for:

### "Buyer Beware!!!"

February 22, 2016

1.0

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.

Review Source

Response from SalesOutlook

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

SB

Shannon B.  
Placement Director  
Mechanical or Industrial Engineering  
Used the software for: Less than 6 months

### "Easy to use and navigate. "

August 8, 2017

4.0

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.

Review Source

DB

Daniel B.  
CEO  
Banking  
Used the software for: 6-12 months

### "Great"

February 8, 2018

4.0

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

Review Source

Response from SalesOutlook

August 10, 2021

Daniel, Base may appear to have a lower monthly fee but they charge extra for storage and you end of paying more in the long run. SalesOutlook gives you 50GB while other CRM's start you out with 1GB and charge more going forward. Thanks, Sales Team

DE

Donna E.  
Client Services manager  
  
Used the software for: 6-12 months

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

December 5, 2017

4.0

managing my clients in an easy way

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.

Review Source

AD

Anthony D.  
Broker / Owner  
Real Estate  
Used the software for: Less than 6 months

### "Dalcor Real Estate"

November 11, 2016

4.0

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.

Review Source

RP

Robert P.  
On-Premise Manager  
Management Consulting  
Used the software for: Less than 6 months

### "Great system"

January 25, 2017

5.0

I love the convenience of Salesforce and also the ability to use it on my smartphone

Pros

Accessibility Ease of use

Review Source

lP

lori P.  
  
  
Used the software for:

### "tech review"

October 5, 2016

3.0

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

Review Source

HH

Holly H.  
  
Medical Practice  
Used the software for:

### "Gets the job done"

October 29, 2014

4.0

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.

Review Source

DJ

Dulcie J.  
  
Retail  
Used the software for:

### "My Review - by Dulcie"

October 30, 2014

4.0

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.

Review Source

MK

Melinda K.  
  
Pharmaceuticals  
Used the software for:

### "Senior sales insight"

October 25, 2014

4.0

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.

Review Source

DG

David G.  
  
Telecommunications  
Used the software for:

### "It's OK waiting for another option"

October 29, 2014

2.0

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.

Review Source

AS

Andrea S.  
  
Management Consulting  
Used the software for:

### "Crm review"

November 17, 2014

2.0

Pros

Functionality and ease of use with program and layout.

Cons

Ease of connecting with live customer service as needed.

Review Source

TM

Tim M.  
President  
Computer Software  
Used the software for: Less than 6 months

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

May 25, 2018

5.0

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.

Review Source

AT

Arif T.  
  
  
Used the software for:

### "Good to use."

January 26, 2017

3.0

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

Review Source

CB

Cheryl B.  
Manager, Client Services  
Pharmaceuticals  
Used the software for: Less than 6 months

### "Use of SalesOutlook"

June 1, 2018

5.0

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.

Review Source

Similar Products

Featured