SalesOutlook CRM turns you Outlook and Microsoft 365 account into a full featured CRM. SalesOutlook does Outlook CRM the right way. We are a complete Outlook Based CRM software solution that utilizes your investment in the Microsoft Office System. SalesOutlook utilizes all aspects of Outlook so you are familiar with the interface and features. Users prefer a CRM that works with Outlook.

• Fully Embedded Inside Outlook for PC

• Account, Contact, Lead, Service and Opportunity Management

• Auto-filing of Emails to Accounts, Contacts and Opportunities

• Quote generator - Excel quotes

• Advanced Mobile Client

• Automate workflows by sales stages

• Customer Service

• Powerful Reporting System - Excel Reports and Crystal Reports

• Email drip campaigns and follow-ups

• Send personalized group or individual emails

• Works with Office 365, Hosting and On Premise

• Custom Opportunity Fields in Forecasting

• Customizable - Unlimited Forms and Templates

• Collaborative Forecasting

• User permissions and administration

• Track Word and Excel - Document Management
• Email Archiving to OneDrive or Exchange server

CRM for Outlook

作者 SalesOutlook