SalesOutlook CRM Review - why 4 stars?

SalesOutlook CRM Review
ITQlick Score: 83/100
ITQlick Rating:
Pricing: 4/10 - average cost
Category: CRM -> SalesOutlook CRM review
Ranking:Ranked 91 out of 605 CRM systems
Company: SalesOutlook Inc.
Pricing: starts at $25 per user/month
Typical customers: SMBs
Platforms: Desktop
Links: SalesOutlook CRM pricing, SalesOutlook CRM alternatives
Shlomi LaviShlomi Lavi / updated: Jun 24, 2022

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What is SalesOutlook CRM?

SalesOutlook CRM is a Microsoft Outlook based customer relationship management system built upon the Microsoft Office System that can extend the features of MS Outlook without damaging the original functionality of Outlook. The CRM system can be installed as just a plug-in of MS Outlook and it takes about 8 minutes to implement it. Users get a CRM system with the familiar and easy-to-use interface of Microsoft Outlook.

The makers of SalesOutlook CRM have been pioneering the use of MS Outlook since 1998 to offer people a MS Outlook based CRM solution. The award winning software products made by the developers are currently serving thousands of clients in over 18 countries. All the products made by them are fully compatible with all versions of MS Outlook and MS Exchange Server.

Who is it best for?

SalesOutlook CRM is best for small, medium and growing companies that are looking for a CRM solution with flexibility and power of an “Enterprise-Class” CRM system. The solution is completely embedded in the folder structure of Microsoft Outlook and Microsoft Exchange Server, simple and easy-to-use and is also affordable. The software has won several awards including People’s Choice and All Star Award.

Main features and functionalities

SalesOutlook CRM is the only Outlook-based CRM solution that works without a dedicated MS-SQL Server Database to store customer database as it can automatically synchronize the customer data from shared mailbox or the public folders on your existing MS-Exchange Server. Some key features of SalesOutlook CRM are: automatically saving and filing all emails, continuous multi-user data synchronization, pipeline and opportunity management, lead tracking and Web2Lead integration, automated price quotation module, easily customizable screens, pick lists and fields, work off-line without internet access and document management.

The CRM solution also offers integration with iPhone, iPad, BlackBerry and Android which means you get to use the software on the go. The software offers personalized training webinars for free and it’s unlimited. The experienced team of SalesOutlook CRM is ready to train the primary functions and share tips. Other notable features of this software are: SharePoint integration and advanced sales reports with crystal reports.

What is the actual cost?

The cost of license starts at $25 per user/month. ITQlick pricing score is 4 out of 10 (10 is most expensive). Access ITQlick pricing guide for SalesOutlook CRM. You can also find here pricing information from SalesOutlook CRM's website.

Pros

  • SalesOutlook CRM is MS Outlook based and offers easy-to-use, familiar user interface
  • SalesOutlook CRM can be implemented in less than 8 minutes as it works as a “plug-in” of Outlook and offers all the features of Outlook
  • Both the pricing plans of SalesOutlook CRM offer unlimited user training workshops
  • The customer relationship management solution is great for small and medium companies
  • Interested users can try the trial version of this CRM solution before purchasing it

Cons

  • SalesOutlook CRM’s view sales by account and printing sales reports features are not available for CRM Team Edition users
  • SalesOutlook CRM is not suitable for large companies who are looking for a CRM solution
  • The customer support of SalesOutlook CRM doesn’t offer 24/7 live phone support
  • The customer relationship management solution doesn’t offer any iOS or Android based app
  • The software is MS Outlook based so doesn’t offer cloud-based and API features

How it stacks up?

Access a head to head analysis of SalesOutlook CRM vs alternative software solutions.
ITQlick rating
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License pricing
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SalesOut...
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4/5
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Pipedrive
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2/10
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Zoho CRM
ITQlick rating
4.2/5
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98/100
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2/10
License pricing
$14 per user/month
Functionality
36
Salesfor...
ITQlick rating
4.4/5
Score
98/100
Pricing
3/10
License pricing
$25 per user/month
Functionality
28
Nimble
ITQlick rating
2.8/5
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97/100
Pricing
2/10
License pricing
$19 per user/month
Functionality
31
Review

Frequently Asked Questions (FAQs)

Is it the best CRM system?

SalesOutlook CRM is ranked 91 out of 605 software in their category (CRM systems).

How they are rated on ITQlick?

The rating of SalesOutlook CRM is 4 stars out of 5 and the total score is 83 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Is it an easy to use Software?

Yes, SalesOutlook CRM makes it fairly easy to use. This product is user friendly and intuitive.

Is it cloud-based?

No, the software in not cloud based so you would need to install it locally and connect it directly to a server.

Can it be used on mobile?

No, currently SalesOutlook CRM can't be accessed on mobile, you would need to access it from your computer.

What should we ask during a demo session?

Differences between SalesOutlook CRM and alternatives?

The most popular alternatives to SalesOutlook CRM in 2023: Pipedrive, Salesforce CRM, Zoho CRM, Nimble, Keap. Access the complete competitors analysis here - SalesOutlook CRM VS CRM Software alternatives.

List of categories

Document Management
Call Center
Channel Management
Complaint Management
Customer Relationship Management
Customer Loyalty
Customer Service
Customer Success
Healthcare CRM
Help Desk
Insurance CRM
Lead Generation

List of features

Contact Management
Customer Database
Customer Support Tracking
Document Management
Email Marketing
Lead Management
Newsletter Management
Remote Access
Sales Reports
Create Web Forms
Delivered Undeliverable
Email Campaigns
Email list management
Email Setup Wizard
Template

Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.