SalesOutlook - Easy CRM Solution for the Microsoft Office System

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Outlook CRM

SalesOutlook does Outlook CRM the right way. We are a complete Outlook based CRM software solution built upon the Microsoft Office System.

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There seems to be some misconception as to what an Outlook CRM software is. Outlook CRM by our definition is to use Microsoft Outlook as the foundation of the CRM application, to extend Outlook features and functions without impairing the original functionality of Outlook. Outlook CRM should use all features of Outlook such as views and synchronization for sharing data.

By contrast, some Outlook CRM vendors use Outlook only as a front end and branch out into their own programs and databases causing a synch between the two databases. The extra database and programs adds complexity to the installation, customization and usability of your CRM Software. Your Outlook CRM software should only require Microsoft Office and Exchange server to share data with other users.

SalesOutlook was the first company to use Outlook as a sales CRM business tool. Back in 1999 SalesOutlook committed itself to provide the best of class tools for Microsoft Office products as the foundation and strategy of a Customer Relationship Management tool.

Innovation is the key to SalesOutlook's success. Since 1999, SalesOutlook, Inc. has led the industry in creating a fully integrated Outlook CRM application. SalesOutlook's innovations have set the standard for others to follow. SalesOutlook was first to create a fully customizable Outlook CRM application, first to create the drop down interface, first to have item level security, first to have email management, first to integrate PDA support, first to have an OWA client, first to have direct SQL access to Outlook folder data via ODBC, first to have a low cost multi-user client and the list goes on.

Choose a leader not a follower. See how SalesOutlook compares to the competition:

Functionality	SalesOutlook	Outlook CRM Competitors
True Outlook integration	Yes	No
Easy Implementation	Yes	Yes
Synchronize contacts, appointments, tasks and email to PDA	Yes	Yes
Low cost compared to traditional CRM	Yes	Yes
Unique Drop Down interface	Yes	No
Generate Word Documents	Yes	No
Outlook Web Access client	Yes	No
Direct SQL reporting to Public folders	Yes	No
Quick View or open contact from Email	Yes	No
Two Versions, Full Client and Small Business client	Yes	No
Drag and drop Email to Opportunity or Customer Inquiry	Yes	No
Right click menu to contact information without opening an email	Yes	No
Hot links to move between different related items	Yes	No
Power User Interface to see more data on one screen	Yes	No
Create an Opportunity or Customer Inquiry out of an email	Yes	No
Email Blast (HTML, RTF) form with auto create of note	Yes	Depends on competitor
Email Auto-file management of sent and received emails	Yes	Depends on competitor
Fully Customizable	Yes	Depends on competitor
Customizable toolbar	Yes	Depends on competitor