This article showcases our top picks for the Best CRM Software For Outlook. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).
We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.
This product was recommended by James Burns from Routers Network.
EngageBay is an award-winning product for nurturing and engaging clients for their utmost customer satisfaction.
The software provides a seamless experience for customers of small and mid-sized real estate agencies. This diverse package of solutions includes marketing automation, sales bay, live chat and helpdesk.
EngageBay CRM software makes it possible to automate manual tasks, track deals and sales pipeline, provide real-time assistance that easily converts visitors into customers and prioritize and solve customer support inquiries.
This product was recommended by Muhammad Mateen Khan from PureVPN
The HubSpot CRM provides a strong contact management foundation that makes your job easier. This easy-to-use tool provides full visibility into your sales pipeline in real-time, and the Outlook integration helps you log emails sent from Outlook within HubSpot in one click. You can access powerful HubSpot tools including meetings, templates, sequences, and email tracking without leaving your Outlook inbox.
This product was recommended by Andreas Grant from Networks Hardware
Streak is a powerful CRM that integrates great with outlook. It is very user friendly so that anyone can use it. Furthermore, it also has a great free option, as well as a paid one. Of all the different CRM I have tried I found CRM email service the best one there is. Mostly because of how easy it is to use.
This product was recommended by Robin Brown from Vivipins
Zoho CRM is competitive in price yet great functionality. It has allowed our firm to integrate customer relationship management tool’s function from within our inbox. This tool has allowed us to synchronize our social media contacts and leads without duplication of data. I like Zoho for its customer insights and versatility that has helped us to make informed decisions. It has an intuitive interface. Its powerful email marketing system and email automation can convert contacts into leads and helps build an effective customer relationship. It’s a time-saving tool that helps us to keep track of all activities, history, and records in an organized manner within our outlook inbox.
This product was recommended by Caroline from CocoSign
Many CRMs are designed to work effectively with your inbox. One of the best CRMs for Outlook integration I recommend is Salesforce. You can easily buy the subscription from their official portal and even opt for a Free Trial. I find it very useful because of the excellent features it offers. Some of the main features of the Salesforce Outlook plugin include Contact information management, Group Emails, A Mobile App, Live Support, Custom Processes, Lead Registration and Capture, Security and Permission, Lead Rating, and Forecasting. Designed for both small and large businesses, Salesforce CRM has multiple pricing plans that companies can take advantage of. This is the most suitable for teams wanting access to robust features while using the desktop version of Outlook.