20 Best CRM Software That Integrates With Outlook Reviewed In 2024
10 Best CRM Software That Integrates With Outlook Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
A CRM system that can integrate well with Outlook can be a great investment for many businesses. Whether a startup or a growing enterprise, these tools help you manage customer interactions directly from your inbox, enhancing productivity and ensuring no lead falls through the cracks.
However, choosing the right CRM software can be challenging with so many options available, and finding one that integrates smoothly with Outlook is another added challenge. In this post, I leverage my extensive experience in deploying CRM solutions across various industries to bring you a curated list of the best CRM software that integrates with Outlook.
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Best CRM Software That Integrates With Outlook Summary
| Tools | Price | |
|---|---|---|
| Microsoft Dynamics 365 | From $70/user/month | Website |
| Salesflare | From $29/user/month (billed annually) | Website |
| Nimble | From $24.90/user/month (billed annually) | Website |
| Act! CRM | From $30/per/user/month (billed annually) | Website |
| ActiveCampaign | From $20/month | Website |
| Insightly | From $29/user/month (billed annually) | Website |
| Method:CRM | From $25/user/month (billed annually) | Website |
| eWay-CRM | From $18/user/month | Website |
| Nutshell | From $19/user/month | Website |
| Zoho CRM | From $14/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose CRM Software That Integrates With Outlook
As you work through your own unique software selection process, keep the following points in mind:
- Compatibility: Ensure the CRM software integrates with Outlook to enhance productivity and streamline communication.
- Features: Look for essential features such as contact organization, calendar management, sales pipeline tracking, email marketing, task management, and reporting analytics.
- User Experience: The CRM should provide a user-friendly interface that simplifies customer relationship management.
- Customization: Opt for a CRM that allows for custom fields and advanced data searches to better target and engage customers.
- Support and Resources: Evaluate the availability of customer support and educational resources to help you maximize the CRM's potential.
Best CRM Software That Integrates With Outlook Reviews
This section provides an in-depth analysis and overview of each CRM software that integrates with Outlook. We will walk through the pros and cons of each tool, their features, and their best use cases.
Best for enterprise-level CRM and ERP integration
Microsoft Dynamics 365 is a full-featured CRM and ERP solution designed for enterprise-level integration and efficiency. It offers extensive features for managing customer relationships and business operations.
Why I picked Microsoft Dynamics 365: I chose Microsoft Dynamics 365 for its extensive enterprise-level CRM and ERP integration capabilities. It stands out due to its integration with other Microsoft products, making it a powerful tool for large organizations. The software's ability to unify CRM and ERP functionalities under one platform is unparalleled, providing a holistic view of business operations.
Standout Features & Integrations
Features include AI-driven insights, sales force automation, and customizable reporting. These features help businesses streamline their sales processes and gain valuable insights into customer behavior.
Integrations include Microsoft Outlook, Microsoft Teams, LinkedIn Sales Navigator, Power BI, Azure, Microsoft Office 365, SharePoint, OneDrive, QuickBooks, and Adobe Sign.
Pros and cons
Pros:
- Customizable reporting
- AI-driven insights
- Full CRM and ERP solution
Cons:
- Complex setup
- Higher cost
Salesflare is a CRM software solution designed to automate data entry and follow-ups for small and medium-sized B2B businesses. It is best for automated data entry and follow-ups because it minimizes manual input, ensuring that sales teams can focus on selling and lead generation rather than administrative tasks.
Why I picked Salesflare: I chose Salesflare for its notable ability to automate data entry and follow-ups, which sets it apart from other CRM software that integrates with Outlook. Its automation features significantly reduce the time spent on manual data entry, making it an ideal choice for busy sales teams. Additionally, Salesflare's integration with Outlook ensures that all customer interactions are captured and managed efficiently.
Standout Features & Integrations
Features include automated data enrichment, email and meeting synchronization, and a visual sales pipeline. These features help sales teams track customer interactions effortlessly and ensure timely follow-ups.
Integrations include Outlook, Gmail, LinkedIn, Slack, Zapier, Mailchimp, Google Calendar, Microsoft Teams, Trello, and Asana.
Pros and cons
Pros:
- Visual sales pipeline
- Efficient Outlook integration
- Automated data entry
Cons:
- Limited customization options
- Higher cost for advanced features
Nimble is a relationship-focused CRM designed to optimize contact management and improve outreach efforts. It is best for relationship-focused CRM because it integrates social media profiles and communication history to provide a comprehensive view of customer interactions.
Why I picked Nimble: I chose Nimble for its unique focus on relationship management, which sets it apart from other CRM software that integrates with Outlook. Its ability to enrich contact profiles with social media data and communication history makes it particularly effective for building and maintaining strong customer relationships.
Standout Features & Integrations
Features include automated workflows, email sequences, social profile enrichment, and customizable reporting and forecasting tools. These features help businesses enhance collaboration and efficiency across teams, making it easier to manage customer relationships.
Integrations include Microsoft Outlook, Google Workspace, Mailchimp, QuickBooks, HubSpot, Zapier, Slack, Twitter, Facebook, and LinkedIn.
Pros and cons
Pros:
- Customizable reporting tools
- Automated workflows
- Social profile enrichment
Cons:
- Higher cost for monthly billing
- Limited advanced features
Act! offers both CRM and marketing automation features and integrates with Outlook, facilitating efficient management of customer interactions, sales processes, and marketing efforts. It is best for CRM with marketing automation because it combines critical CRM functionalities with bonus marketing automation tools, enabling businesses to manage customer relationships and execute marketing campaigns from a single platform.
Why I picked Act!: I chose Act! for its unique combination of CRM and marketing automation capabilities, which sets it apart from other CRM software that integrates with Outlook. Act! stands out due to its comprehensive feature set that includes sales tracking, customer management, and marketing automation, making it an ideal choice for businesses looking to streamline both their CRM and marketing efforts.
Standout Features & Integrations
Features include sales automation, marketing tools, and reporting capabilities. Act! provides tools for customer management, sales tracking, and activity management, enabling businesses to nurture client relationships effectively.
Integrations include Outlook, QuickBooks, Zapier, Google Contacts, Dropbox, Mailchimp, Slack, Shopify, PayPal, and LinkedIn.
Pros and cons
Pros:
- User-friendly interface
- Effective Outlook integration
- Full-featured CRM and marketing tools
Cons:
- Limited workflow automations
- No free plan
ActiveCampaign is a comprehensive marketing automation platform designed to enhance customer experiences and drive business growth. It is best known for its comprehensive marketing automation capabilities, allowing businesses to automate marketing processes across multiple channels, such as email, SMS, and social media.
Why I picked ActiveCampaign: I chose ActiveCampaign for its robust marketing automation features that stand out among CRM software integrating with Outlook. Its ability to automate complex marketing workflows and provide personalized customer experiences makes it a top choice. The platform's extensive integration options and AI-driven automations further enhance its appeal, making it a notable option for businesses looking to streamline their marketing efforts.
Standout Features & Integrations
Features include email marketing, dynamic content personalization, audience segmentation, and CRM capabilities. ActiveCampaign's AI-powered automations help businesses save time and improve their marketing strategies.
Integrations include Shopify, WordPress, Zapier, Salesforce, Facebook, Google Analytics, Slack, PayPal, Stripe, and WooCommerce.
Pros and cons
Pros:
- AI-driven tools
- Wide range of integrations
- Extensive automation features
Cons:
- Higher cost for advanced features
- Learning curve
Insightly is a CRM platform designed to enhance customer relationships and organize business operations. It is best for scalable CRM with integrated marketing, offering a suite of products including CRM, marketing, and services that integrate with Outlook.
Why I picked Insightly: I chose Insightly for its scalability and integrated marketing capabilities, which set it apart from other CRM software. Its ability to grow with a business and provide comprehensive marketing tools makes it ideal for companies looking to scale their operations efficiently. The integration with Outlook further enhances its utility by allowing users to manage customer interactions within their existing workflows.
Standout Features & Integrations
Features include guided onboarding, ongoing support, and a variety of resources such as eBooks and webinars to help users maximize their investment. Insightly also offers AppConnect, a no-code integration engine that allows users to connect various applications and automate workflows easily.
Integrations include Microsoft Outlook, Google Workspace, QuickBooks, Xero, Mailchimp, Slack, Dropbox, OneDrive, Google Drive, and Box.
Pros and cons
Pros:
- Scalable for growing businesses
- Wide array of built-in marketing tools
- Guided onboarding
Cons:
- Higher cost for advanced features
- Limited customization options
Method CRM is a customer relationship management software designed to enhance business productivity and streamline sales processes. It offers integration with Outlook, allowing users to manage contacts, track communications, and automate workflows directly from their email platform. This integration facilitates real-time synchronization of customer data, ensuring that all information is up-to-date and accessible.
Why I picked Method: I chose Method for its smooth integration with QuickBooks and Xero, which ensures that accounting data is always accurate and up-to-date, minimizing errors and enhancing productivity. This integration positions Method as the best choice for businesses that rely heavily on QuickBooks and Xero for their financial management and are seeking a way to integrate a new CRM system. Features like invoice synchronization, real-time updates, and unified client data enhance productivity and help businesses avoid the hassle of managing separate systems.
Standout Features & Integrations
Features include contact management, lead management, financial management, and extensive customization options. Method CRM allows users to manage unlimited contact records, track leads, create and manage estimates, invoices, and payments, all synced with QuickBooks. The software also offers DIY customization and expert services to tailor the CRM to specific business needs.
Integrations include QuickBooks, Xero, Outlook, Gmail, Mailchimp, Google Calendar, Zapier, Shopify, WooCommerce, and PayPal.
Pros and cons
Pros:
- Real-time data synchronization
- Extensive customization options
- Deep QuickBooks integration
Cons:
- Limited advanced marketing features
- Higher starting price
eWay-CRM is a CRM plugin designed to integrate with Microsoft Outlook, enhancing productivity by allowing users to manage customer relationships directly within the familiar Outlook interface. Over 1,500 companies trust eWay-CRM and aim to streamline team communication and organization.
Why I picked eWay-CRM: I chose eWay-CRM for its integration with Microsoft Outlook, which allows users to manage customer relationships without leaving their familiar email environment. This integration minimizes the learning curve and enhances productivity by consolidating CRM and email functionalities. Additionally, eWay-CRM's project management capabilities make it stand out, ensuring that sales processes transition smoothly into delivery.
Standout Features & Integrations
Features include automatic email tracking, task conversion, and calendar synchronization, all designed to improve team collaboration and efficiency. The software also supports project management, sales pipeline management, and offers mobile access. With extensive customization options and integration capabilities with over 3,000 apps via Zapier, eWay-CRM enhances productivity and communication for teams.
Integrations include QuickBooks, Microsoft Dynamics 365, Google Analytics, Zapier, Mailchimp, Dropbox, OneDrive, Google Drive, Slack, and Trello.
Pros and cons
Pros:
- Highly customizable
- Extensive project management tools
- Consistent Outlook integration
Cons:
- Requires Outlook for full features
- Limited standalone app functionality
Nutshell is a user-friendly CRM platform designed to streamline sales processes for B2B teams. It excels in sales automation, making it the best choice for user-friendly sales automation.
Why I picked Nutshell: I chose Nutshell for its intuitive design and robust sales automation features, which stand out among other CRM software that integrates with Outlook. Its ease of use and dedicated support make it ideal for businesses looking to enhance their sales processes without a steep learning curve.
Standout Features & Integrations
Features include sales automation, email and calendar synchronization, reporting and analytics, and team collaboration tools. These features help manage pipelines and contacts efficiently, automate repetitive tasks, and enhance communication through integrated email marketing capabilities.
Integrations include Google Suite, Slack, Quickbooks, Mailchimp, Zapier, Microsoft Teams, RingCentral, Intercom, Zendesk, and Trello.
Pros and cons
Pros:
- Sales automation features and reporting capabilities
- Built-in email marketing features
- Intuitive design
Cons:
- Higher cost for premium plans
- Limited advanced features
Zoho CRM is a popular customer relationship management software designed to help businesses manage their sales, marketing, and customer support activities. It is best for customizable CRM solutions, offering a range of features that can be tailored to meet specific industry needs.
Why I picked Zoho CRM: I chose Zoho CRM for its exceptional customization capabilities, which allow businesses to tailor the software to their specific needs. This flexibility makes it stand out from other CRM software that integrates with Outlook. I believe Zoho CRM is best for customizable CRM solutions because it offers extensive options for customization, including custom modules, fields, and workflows, enabling businesses to create a CRM system that fits their unique processes.
Standout Features & Integrations
Features include advanced sales automation, lead management, and analytics tools. Zoho CRM also offers an AI-powered sales assistant, Zia, which provides insights and predictions to help improve sales performance.
Integrations include Microsoft Outlook, Google Workspace, Slack, Mailchimp, QuickBooks, LinkedIn, Zapier, Shopify, Zendesk, and Docusign.
Pros and cons
Pros:
- Extensive integrations
- AI-powered insights
- Highly customizable
Cons:
- Limited free plan
- Steep learning curve
Other CRM Software That Integrates With Outlook
Below is a list of additional CRM software that integrates with Outlook that we shortlisted, but did not make it to the top list. Definitely worth checking them out.
- monday.com
Best for project management integration
- Creatio
Best for low-code process automation
- HubSpot
Best for marketing automation
- Keap
Best for small business automation
- Freshdesk
Best for customer support integration
- Odoo
Best for open-source flexibility
- Capsule
Best for simple and intuitive design
- Apptivo
Best for affordability and scalability
- Salesforce Financial Services Cloud
Best for enterprise-level customization
- Pipedrive
Best for sales pipeline management
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CRM Software That Integrates With Outlook Selection Criteria
Selecting CRM software that integrates with Outlook involves evaluating functionality and meeting specific use cases that matter most. This process ensures the software aligns with buyer needs, addresses pain points, and supports intended uses. I've personally tried and researched these tools to provide a comprehensive evaluation.
Core Functionality: 25% of Total Weighting Score
- Efficiently manages and organizes contacts
- Efficiently syncs emails between CRM and Outlook
- Synchronizes calendar events and appointments
- Tracks and manages tasks directly from Outlook
- Generates reports and insights from integrated data
Additional Standout Features: 25% of Total Weighting Score
- Identifies features not offered by competitors
- Provides predictive analytics and reporting
- Offers highly customizable user interfaces
- Provides robust mobile app functionality
- Includes advanced workflow automation
- Supports extensive third-party app integrations
Usability: 10% of Total Weighting Score
- Features are implementable
- Clean, user-friendly design
- Easy access to key features and tools
- Interface is easily tailored to user needs
Onboarding: 10% of Total Weighting Score
- Getting set up and started is relatively easy
- Availability of comprehensive video tutorials
- Pre-built templates for quick setup
- Guided tours to familiarize users with features
- Immediate assistance for common queries
- Regular sessions to help users maximize the tool's potential
Customer Support: 10% of Total Weighting Score
- Offers quality customer support
- Speed of support response
- Availability of multiple support channels (chat, email, phone)
- Comprehensive and accessible documentation
- Active user communities for peer support
Value For Money: 10% of Total Weighting Score
- Cost-effectiveness of the product
- Features offered relative to price
- Pricing tiers for different business sizes are fair and flexible
- Availability of trial periods to test the product
Customer Reviews: 10% of Total Weighting Score
- Customer feedback is positive overall
- Overall satisfaction ratings
- Consideration of recurring issues
- Features frequently praised by users are highlighted
- Customer support experiences are positive overall
Trends For CRM Software That Integrates With Outlook
CRM software that integrates with Outlook is evolving rapidly. These trends highlight the latest advancements and innovations in the field.
- AI-Driven Insights: AI integration in CRM software is transforming how businesses operate. By leveraging AI, CRM systems can provide predictive analytics and personalized customer experiences. This will likely impact decision-making and operational efficiency.
- Unified CRM and ERP Systems: The unification of CRM and ERP systems is becoming more prevalent. This integration streamlines business processes by consolidating data and operations into a single platform. It is important because it reduces complexity and improves overall productivity.
- Low-Code/No-Code Platforms: The rise of low-code and no-code platforms is making CRM customization more accessible. These platforms allow users to tailor CRM functionalities without extensive coding knowledge. This trend is significant as it democratizes technology and accelerates innovation.
- Enhanced Mobile Accessibility: Mobile accessibility in CRM software is gaining traction. With more professionals working remotely, having CRM functionalities available on mobile devices is essential. This trend is interesting as it supports the growing need for flexibility and on-the-go access.
- Ethical AI Practices: The focus on ethical AI practices in CRM software is increasing. Companies are prioritizing transparency and fairness in AI algorithms. This trend is important as it builds trust and ensures responsible use of technology.
These trends reflect the growing demand for efficiency, accessibility, and ethical technology. For businesses seeking to integrate CRM with Outlook, staying informed about AI-driven insights, unified systems, and mobile accessibility can significantly impact day-to-day operations. By embracing these innovations, you'll not only clear up processes but also create a more flexible and future-proof CRM environment that aligns with modern work dynamics.
What Is CRM Software And Why Should It Integrate With Outlook?
CRM software that integrates with Outlook is a tool that combines customer relationship management capabilities with the email and calendar functionalities of Microsoft Outlook. Sales teams, customer service representatives, and marketing professionals commonly use this software to streamline communication, manage customer interactions, and enhance productivity by consolidating tasks within a familiar interface.
The primary components of CRM software that integrate with Outlook include contact management, email synchronization, sales automation, and reporting tools. These features allow users to track customer interactions, automate follow-ups, manage sales pipelines, and generate insights from customer data, all within the Outlook environment.
Features Of CRM Software That Integrates With Outlook
Choosing the right CRM software that integrates with Outlook can significantly enhance productivity and streamline customer relationship management. Here are the most important CRM features to look for in such CRM software:
- Faultless CRM Outlook Integration: The CRM should integrate smoothly with Outlook email, allowing you to access CRM functionalities directly. This ensures that you can manage customer interactions without switching between different applications.
- Contact Management: Contact management features are essential. The CRM should automatically create and update contact records from emails and meetings, ensuring that your contact database is always up-to-date.
- Email Tracking: The ability to track email engagement from your Outlook inbox, including opens and link clicks, is crucial. This feature helps you understand how recipients interact with your emails, enabling you to follow up effectively.
- Calendar Integration: Live synchronization of calendar events between Outlook and the CRM is important. This ensures that all your meetings and appointments are accurately reflected in both systems, preventing scheduling conflicts.
- Task Management: Effective task management tools within the CRM help you stay organized. You can set reminders for follow-ups and manage your to-do lists directly from Outlook.
- Sales Pipeline Management: A visual sales pipeline within the CRM allows you to track the progress of deals and opportunities. This feature helps you manage your sales process more efficiently.
- Email Templates: The CRM should offer customizable email templates that you can use for sending messages via Outlook. This saves time and ensures consistency in your communication.
- Automation Tools: Automation capabilities, such as automated workflows and personalized email sequences, are essential. These tools help you automate routine tasks, reducing manual work and increasing efficiency.
- Reporting and Analytics: Comprehensive reporting and analytics tools within the CRM provide insights into your sales performance and customer interactions. This data helps you make informed decisions and improve your strategies.
- Mobile Accessibility: The CRM should be accessible from mobile devices, allowing you to manage customer relationships on the go. This feature is particularly important for sales teams who are often on the move.
Selecting a CRM that integrates well with Outlook and offers these features can greatly enhance your productivity and improve your customer relationship management. By choosing the right CRM, you can streamline your workflows, gain valuable insights, and ultimately drive better business outcomes.
Benefits Of CRM Software That Integrates With Outlook
In today's fast-paced business environment, integrating Customer Relationship Management (CRM) software with Outlook can significantly enhance productivity and streamline operations. This integration allows businesses to manage customer interactions more efficiently, leveraging the familiar interface of Outlook while accessing powerful CRM functionalities. Below are five primary benefits of CRM software that integrates with Outlook for users and organizations.
- Enhanced Email Management: By integrating CRM with Outlook, users can manage customer emails directly within the CRM system, ensuring that all communications are logged and easily accessible.
- Improved Contact Management: This integration allows for synchronization of contacts between Outlook and the CRM, ensuring that all customer information is up-to-date and readily available.
- Streamlined Scheduling and Calendar Management: Users can schedule meetings, set reminders, and manage their calendars within Outlook, with all activities automatically recorded in the CRM, enhancing time management and coordination.
- Increased Productivity: The integration reduces the need to switch between applications, allowing users to perform CRM tasks within Outlook, thus saving time and increasing overall productivity.
- Better Data Insights and Reporting: With CRM data accessible within Outlook, users can generate reports and gain insights into customer interactions and sales performance, aiding in better decision-making.
Integrating CRM software with Outlook offers numerous advantages that can help businesses improve efficiency, enhance customer relationships, and drive growth. By leveraging the familiar Outlook interface, users can easily adopt and utilize CRM functionalities, leading to a more streamlined and productive workflow.
Costs & Pricing Of CRM Software That Integrates With Outlook
This section provides an estimate of average CRM software plans and costs that integrate with Outlook. The pricing varies based on features and service levels.
Plan Comparison Table for CRM Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic contact management, email integration, limited storage, basic reporting |
| Personal Plan | $7 - $15 per user/month | Enhanced contact management, email tracking, task management, basic automation |
| Business Plan | $30 - $99 per user/month | Advanced automation, sales pipeline management, custom reporting, integrations |
| Enterprise Plan | $150 - $300 per user/month | Full automation, advanced analytics, multi-channel support, extensive integrations |
CRM Software That Integrates With Outlook FAQs
Still trying to understand how CRM software integrates with Outlook and how to choose the right tool? Here are some answers to frequently asked questions that should help:
How do I sync my Outlook contacts with my CRM software?
To sync your Outlook contacts with your CRM software, you typically need to use the integration settings within your CRM. Most CRM systems that integrate with Outlook offer a step-by-step guide to help you through the process. You may need to install a plugin or connector provided by the CRM vendor. Once installed, you can usually configure the sync settings to determine which contact information to sync and how often the sync should occur.
Can I track emails sent from Outlook in my CRM?
Yes, most CRM software that integrates with Outlook allows you to track emails sent from Outlook directly within the CRM. This is usually done through an add-in or plugin that you install in Outlook. Once installed, you can log emails to specific contacts or deals in your CRM, ensuring that all communication is recorded and easily accessible.
Is it possible to schedule CRM tasks and appointments from Outlook?
Yes, you can schedule CRM tasks and appointments directly from Outlook if your CRM software supports this feature. This is typically done through an Outlook add-in that syncs your calendar and tasks with the CRM. You can create tasks and appointments in Outlook, and they will automatically appear in your CRM, and vice versa.
How do I ensure data consistency between Outlook and my CRM?
To ensure data consistency between Outlook and your CRM, you should regularly sync your data and configure your integration settings to avoid conflicts. Most CRM systems offer options to handle duplicate records and data conflicts. It’s also a good practice to periodically review and clean your data to maintain accuracy.
Can I access CRM data from within Outlook?
Yes, many CRM systems that integrate with Outlook allow you to access CRM data directly from within Outlook. This is usually done through an add-in that provides a sidebar or panel within Outlook where you can view and interact with CRM data, such as contact details, deal information, and activity history.
What are the security implications of integrating Outlook with my CRM?
Integrating Outlook with your CRM can have security implications, such as exposing sensitive data to unauthorized access. To mitigate these risks, ensure that both your CRM and Outlook are configured with strong security settings, such as multi-factor authentication and encryption. Additionally, regularly review access permissions and audit logs to monitor for any suspicious activity.
How do I handle email templates in Outlook with my CRM integration?
Most CRM systems that integrate with Outlook allow you to use email templates stored in the CRM directly within Outlook. This is typically done through an add-in that provides access to your CRM’s email templates. You can select a template, customize it as needed, and send it from Outlook, with the email being logged in the CRM.
Can I automate workflows between Outlook and my CRM?
Yes, you can automate workflows between Outlook and your CRM using the integration features provided by your CRM software. This may include automating tasks such as creating follow-up activities, updating contact records, or triggering email sequences based on specific actions taken in Outlook. Many CRM systems offer built-in automation tools or integrations with third-party automation platforms to facilitate these workflows.
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