Sales Outlook Crm

Sales Outlook Crm

Verified

SalesOutlook CRM is a unique and comprehensive Customer Relationship Management and email marketing system that was developed from the ground up to be fully embedded into Microsoft Outlook. This system is the first of its kind, and was designed to combine the functionality of a CRM system with the user-friendly aspects and familiarity of Microsoft Outlook. SalesOutlook CRM can be implemented within minutes and automatically syncs all customer data. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. 

Reaching contacts via email campaigns is simplified with SalesOutlook CRM. These email blast forms are available in HTML or RTF formats, offering users more flexiblility when it comes to sending custom email blasts to a client base. This feature, paired with a seamless integration to Constant Contact, means that SalesOutlook CRM can efficiently and quickly create the ideal email campaign for your targeted contacts. Each member of your team is able to view the email campaign results from within each individual contact record. 

SalesOutlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as “Opportunity” or “Customer Inquiry” directly from the email interface. By right-clicking on a customer name, users can easily access contact information, providing instant visibility into all the necessary information related to any particular buyer. SalesOutlook CRM is a specialized system that builds upon a frequently-used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction. It's a great fit for growing companies in a variety of verticals and we generally recommend it to companies with more than 5 users. 


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.salesoutlook.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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