Best Outlook CRM Software
Best Small Business CRM Software Solutions for MS Outlook
(If you like, skip the bumpf and scroll down to the Outlook CRM products below.)
As a small business, if you are already using MS Outlook in your office, it makes every sense to consider CRM and Contact Management solutions that are MS Outlook based. By that they work, or are embedded, within MS Outlook.
MS Outlook does a good job of managing ones email, but has a relatively weak underlying database engine, and Outlook certainly cannot perform all the tasks required of a CRM solution. That’s the space the following MS Outlook CRM applications are designed to fill.
These embedded small business CRM software applications add value to Outlook in many ways. The primary benefits you can look forward to are:
- Enhanced sales, service and marketing functionality to MS Outlook.
- Improved email functionality.
- You can share your Outlook AddressBook/s across the network.
- You can share your Outlook AddressBook/s without needing MS Exchange Server.
- Shared Outlook tasksShared Microsoft Outlook calendarsImproved record features and management.
- No integration and synchronization with another CRM system.
- Industrial strength database for better performance.
- Much easier approval and adoption than other CRM systems.
- Considerable cost savings with product, training and service.
Having an MS Outlook CRM solution also means no synchronization process required, no external database hassles, and no problems when you work offline. Every contact you make, every activity you perform, every task you assign is automatically available in Outlook. This is because Outlook CRM applications work fully within Outlook, storing your customer information in the Outlook Contact, Task, Appointment and Journal entries you use every day.
The advantages of Outlook based CRM software are numerous.
- You stay in the same application all day. No toggling backwards and forwards means a more pleasurable and productive user experience. Bottom line – your investment is paying its way, not gathering dust on the shelf.
- You get going quicker with much less training. Being extensions of Outlook, you are immediately familiar with the interface that you already know. This equates to considerable savings, as the hidden costs associated with training and support are minimized.
- You can capture customer e-mails with a single click and with this capability you and your sales professionals can associate correspondence to the appropriate contact, account or opportunity for sales activity tracking.
- You have negligible installation costs – just download and go.
What’s important about this breed of CRM products is that they have been developed from the ground up for Microsoft Outlook, predominantly on Microsoft’s .NET platform, which enables the product to be more email and internet centric.
Many CRM products pre-date the internet and even the advent of email, so it stands to reason that these products aren’t always geared to take full advantage of the new electronic medium of communication with clients, staff, everyone. The newer products also benefit from vastly improved development platforms now available to software developers.
They also haven’t started to get afflicted by the notoriously contagious ‘bloatware’ malaise that often affects ageing software – adding features for the sake of it. Instead of rather trimming off unwanted features, speeding up performance and getting rid of bugs, some CRM products are more like mutton dressed as lamb – full of superfluous features the developers have decided you need.
CRM’s that rely on MS Exchange Server to provide network functionality have, for the most part, been excluded here. MS Exchange is a rather expensive, support-intensive beast and is overkill for most small businesses. Most software recommended here works with MS Exchange Server as well, though.
Looking at the problems some Contact Managers and CRM systems experience integrating to MS Outlook, it ppears Outlook has a preference for products that are ’embedded’ inside it, as opposed to ‘integrated’ to it. Virtually all CRM products ideally need to ‘talk’ to Outlook though, unless they are targeting Apple Mac’s, or a market on another planet.
The best Outlook based CRM solutions for you to consider are:
Highly Recommended. Infoflo is a powerful CRM for Outlook users. Infoflo has one of the best and intuitive Outlook sync functionality on the market and supports all versions of MS Outlook from 2003 upwards. Infoflo fully sync’s all contacts, companies, categories, calendar events and incoming/outgoing emails with your Outlook. InfoFlo has none of the traditional complexities of CRM products. InfoFlo gives users the best of both worlds by providing a feature rich CRM at a fair price which includes free upgrades for life. This allows users and their staff to easily manage all of their customer relationships in one easy to use interface showing important information needed at a glance. Pricing starts at a one-time $99 per user licence. A free trial is available.
Recommended. SalesOutlook is designed to be customized to meet the needs of clients. Some solutions are targeted for very small businesses, others are designed for corporate clients. SalesOutlook does Outlook CRM the right way, being a complete Outlook based CRM software solution. SalesOutlook can accelerate sales growth with the only CRM Software System that can “Auto-File” every email you send and receive. SalesOutlook’s 360-Degree View of your customer relationships will provide service reps with visibility into customer issues and enable them to upsell and cross-sell more products and services. Their Call Center Management System will improve customer retention and drive more revenue! Pricing is from $30 per month to $45 per month. Both plans require a minimum of 5 users.
Recommended. Great, easy-to-use, Outlook embedded CRM solution that happily runs on a peer-to-peer network without the need for MS Exchange Server. Prophet is suitable for the small business with a sales process that needs management. Although it is quite scalable for bigger concerns, it is better suited to a peer-to-peer environment. Costs approx. $150 per user. Their newly released Prophet version 4.0 is a winner! Previous versions: Prophet v3.0 incorporates important new features. Read our previous review. Review of Prophet 5.0 to follow soon.
Recommended. If you want to simply share your Outlook AddressBook/database/calendar across your network, without the expense of MS Exchange Server, this is the tool for you. This Award winning Microsoft Outlook addon is inexpensive and proven, and boasts an impressive client base. Costs approx. $70 per user.
Recommended. OpusFlow specialises in Microsoft Outlook & Exchange Server AddOn’s. Their award-winning products have been around for years and are well established and stable. They offer various CRM Outlook solutions so have a look to see what suits your requirements. They also offer CRM for Handhelds solution what is worth looking at. OpusFlow is now compatible with Microsoft Vista.
This suite of CRM solutions caters for most requirements, but comes into its own in bigger multi-user, more complex sales environments. Very scalable CRM solution. The Single User version is very reasonably priced from approx $100 per user upwards.
Nudge.ai for Outlook provides users with sales insights on the contacts and companies they care about without ever leaving Outlook. Nudge.ai for Outlook uses AI to filter through massive amounts of data to find the latest personal mentions, company news, social activity and more on your contacts as you write emails. This application also integrates into your daily workflow and works with Outlook.com and native desktop apps. A free version is available. The priced plans start at $19.95 per user per month.
Microsoft Business Contact Manager
(MS BCM) Strictly speaking MS BCM should not be in this category, as it isn’t (rather ironically) really an embedded Outlook CRM product. Business Contact Manager with Outlook is a single-user, (multi-user version now available) desktop business contact management program, and rather expensive at the price. MS Business Contact Manager is included in MS Office Small Business Edition and MS Office Professional Edition. Microsoft would, no doubt, prefer you upgrade to Microsoft Dynamics CRM, BCM’s big brother, which requires MS Exchange Server and a bank account as deep as Exchange is complex. MS Dynamics has evolved as a CRM solution from its rather humble beginnings. Update: The BCM Compatibility Pack is now available for Outlook 2013.
BizAutomation is a web based CRM for users of Outlook, MS Exchange, and QuickBooks and includes Sales Force Automation, Service / Support, & Marketing / Campaign Management. It uses Outlook Web Access (OWA) or regular Outlook for its user interface. Not an embedded solution, however. Costs $299 per user for ‘local’ installation, or $29 per user per month.
Active Agent for Outlook
A CRM for Real Estate companies that use MS Outlook.
eWay-CRM Basic/Premium is compatible with Microsoft Outlook 2003, 2007, 2010 and 2013 as well as Microsoft Windows XP, Vista, 7 and 8 and a Microsoft Outlook plug-in. That means that eWay-CRM is also compatible with Microsoft Office 365. eWay-CRM is not compatible with Microsoft Outlook for Mac. The client side of eWay-CRM is an add-in for Microsoft Outlook for Windows and uses a local Microsoft SQL Server 2008 Express database. The server side is basically a server database. The server component can run on customer’s server or on eWay’s. eWay-CRM Basic is a standard desktop program and can be uninstalled from Control Panel in Microsoft Windows. Both e-mails and contacts are copied to eWay-CRM database and the original items stay in your Outlook. If you decide to uninstall eWay-CRM, you don’t loose anything from Outlook. The Basic edition is free of charge for an indefinite time. It’s a choice for single users who accept the predefined settings of the system. The Premium edition has a server component which supports data sharing among users, automated workflows and can be customized. Only the Premium edition allows access to your selected data from a web browser. Other pricing plans, starting at $90 per user, are available.
September 8th, 2014