20 Best CRM Software that Integrates with Office 365 Reviewed for 2024
Best CRM Software that Integrates with Office 365 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.
Handling customer relationships can be as challenging as picking the right software for your needs. Many companies find it hard to provide the right tools for managing customer interactions, leading to less effective communication and lost sales.
As someone specializing in CRM technology, I've noticed that more businesses want solutions that work well with their existing software, like Office 365. To help companies choose the best fit, I've checked out several top CRM software that integrate with Office 365.
Whether setting up a new system or improving what you have, my guide will help you find solutions that benefit your team and your bottom line.
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Best CRM Software that Integrates with Office 365 Summary
We’ve investigated the pricing and availability of free trials and demo versions so you can make a much simpler side-by-side comparison.
| Tools | Price | |
|---|---|---|
| CRM Creatio | From $25/user/month | Website |
| Kintone | From $24/user/month | Website |
| Apptivo | From $15/user/month (billed annually) | Website |
| Kommo | From $15/user/month | Website |
| Claritysoft | From $49/user/month (billed annually, min of 3 seats) | Website |
| Deepser | Pricing upon request | Website |
| vcita | From $29/month (billed annually) | Website |
| Spotler CRM | Pricing upon request | Website |
| NextAgency | From $50/user/month (billed annually, up to 10 users) | Website |
| InfoFlo | From $30/user/month or $99 (one-time purchase) | 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 Office 365
Remember the following points as you work through your unique software selection process.
- Integration Capabilities: Ensure the CRM integrates with Office 365 applications like Outlook, Excel, and Teams for efficient workflow. For example, some CRMs provide deep integration with Office 365, allowing users to manage emails, schedule meetings, and track tasks directly within Outlook.
- Essential Features: Look for CRM functionalities that align with your business needs, such as contact management, sales tracking, and reporting. For instance, some CRMs offer omnichannel engagement and AI-based lead scoring, which can be important for businesses looking to enhance customer interaction and sales processes.
- User Experience: Opt for a user-friendly interface to facilitate adoption among your team. Some CRMs are known for their intuitive design, making it easier for teams to get started without extensive training, thus reducing the learning curve and increasing productivity.
- Customization: Choose a CRM that allows customization to fit your specific processes and requirements. For example, some CRMs can transform Outlook into a complete CRM with customizable fields and automated workflows, enabling businesses to tailor the system to their unique needs.
- Support and Training: Evaluate the availability of customer support and training resources to assist with implementation and ongoing use. Some CRMs, for instance, offer extensive support and training materials to ensure users can fully leverage the CRM's capabilities to improve their sales and marketing efforts.
Focusing on these aspects can help you select a CRM that enhances productivity and integrates well with your existing Office 365 tools.
Best CRM Software That Integrates With Office 365 Reviews
This in-depth analysis provides overviews of each CRM software integrated with Office 365. I will discuss the pros and cons of each tool, its features, and its best use cases.
CRM Creatio is a customer relationship management software designed for businesses looking to automate workflows and manage customer data efficiently. It caters to a variety of industries, providing tools to manage sales, marketing, and service operations.
Why I picked CRM Creatio: This tool offers a no-code platform that lets your team easily create and modify business processes without needing IT expertise. With its visual designer, you can automate workflows, like customer interactions, profile creation, and other operational processes. Additionally, the built-in analytics help you track and optimize these processes over time. The system also provides templates to accelerate setup. Its integration with Office 365 allows you to sync your data across platforms, ensuring your team can access the information they need.
Standout Features & Integrations:
Features include 360-degree customer views, end-to-end workflow automation, a drag-and-drop interface for automation, contact management, KPI monitoring tools, custom dashboards, pipeline management, collaboration tools, mobile access, and privacy controls.
Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Pros and cons
Pros:
- Scalable for businesses of all sizes
- Highly customizable interface
- No-code platform
Cons:
- Customization can be time-consuming
- Learning curve for new users
Kintone is a customizable CRM platform designed to meet businesses' unique needs. It allows teams to build their own CRM solutions. It centralizes data and workflows, enabling easier collaboration and task management.
Why I picked Kintone: I chose Kintone because of its ability to offer customizable workflows, which sets it apart from other CRM software that integrates with Office 365. Kintone's flexibility allows businesses to tailor their CRM solutions to their needs, making it highly adaptable and user-friendly.
Standout Features & Integrations:
Features include visual reporting tools for sales insights, automated workflows for efficient process management, and integrated communication tools for discussions about leads and customers.
Integrations include Salesforce, Zapier, and Microsoft Teams.
Pros and cons
Pros:
- User-friendly interface
- Strong integration options
- Highly customizable
Cons:
- Might be overwhelming for simpler needs
- Limited offline access
Apptivo is versatile business management software that offers a suite of tools, including CRM, invoicing, and project management. It also allows businesses to tailor the software to their specific needs.
Why I picked Apptivo: I chose Apptivo for this list because it stands out for its high degree of customization, making it adaptable to various business requirements. Its integration with Office 365 and suite of tools make it a versatile choice. Apptivo allows users to modify workflows, fields, and reports to fit their unique processes.
Standout Features & Integrations:
Features include a customizable CRM, automated invoicing, and project management tools. These features enable businesses to simplify their operations and manage various aspects of their business from a single platform.
Integrations include QuickBooks, Xero, Authorize.net, PayPal, Stripe, Google Calendar, Google Tasks, Google Contacts, Google Forms, Microsoft Office 365, Google Drive, OneDrive, Sign.co, Google Maps, and Slack.
Pros and cons
Pros:
- Comprehensive tool suite
- Strong Office 365 integration
- Highly customizable
Cons:
- Learning curve for new users
- Limited offline access
Kommo is a leading CRM platform designed to enhance sales through messaging applications. It integrates with popular messaging platforms like WhatsApp and Instagram, allowing businesses to simplify communication and sales processes.
Why I picked Kommo: I chose Kommo for its focus on messaging app-based sales, which sets it apart from other CRM software that integrates with Office 365. Its ability to consolidate conversations across various channels and automate routine tasks with a sales bot makes it a good choice. Kommo prioritizes conversational sales and needs a CRM that supports multiple messaging platforms.
Standout Features & Integrations:
Features include a user-friendly CRM pipeline for managing client interactions, a unified chat inbox that consolidates conversations, and an AI-driven salesbot to automate tasks and respond to client inquiries.
Integrations include Office 365, WhatsApp, Instagram, Facebook Messenger, Slack, Google Calendar, Mailchimp, Zoom, Shopify, and Stripe.
Pros and cons
Pros:
- Unified chat inbox
- AI-driven sales bot
- Supports multiple messaging platforms
Cons:
- Limited advanced analytics
- Requires initial setup time
Claritysoft is a customer relationship management platform that simplifies sales processes and enhances business growth. It is best for user-friendly customization, allowing businesses to tailor the CRM to their needs without complexity.
Why I picked Claritysoft: I chose Claritysoft for its balance between ease of use and solid customization options. Unlike many CRM systems, which can be overwhelming, Claritysoft stands out for its intuitive interface and flexibility. It allows businesses to quickly adapt the CRM to their unique workflows and requirements.
Standout Features & Integrations:
Features include a customizable interface, sales automation, contact management, and email marketing tools. These features help businesses track and organize essential sales data, automate repetitive tasks, and build better customer relationships.
Integrations include Office 365, Outlook, QuickBooks, Mailchimp, Zapier, Google Calendar, Google Contacts, RingCentral, Twilio, and Dropbox.
Pros and cons
Pros:
- Strong email marketing tools
- Easy to use
- Customizable interface
Cons:
- Learning curve for new users
- Basic reporting features
Deepser is a CRM software that simplifies IT service management by managing customer queries and support tasks.
Why I picked Deepser: I chose Deepser for its IT service management capabilities, which set it apart from other CRM software that integrates with Office 365. Its user-friendly interface and features make it particularly effective for managing IT services. Deepser also offers specialized tools for task routing, license management, and time tracking.
Standout Features & Integrations:
Features include task routing, collaboration tools, license management, time tracking, and detailed reporting. Collectively, these features enhance the efficiency of IT service management.
Integrations include Microsoft 365, TeamViewer, and AnyDesk.
Pros and cons
Pros:
- Efficient task routing
- Detailed reporting
- User-friendly interface
Cons:
- Setup process is time-consuming
- No native app
vCita is a CRM platform designed to enhance business operations and client engagement. It is best for client management and payments as it simplifies client interactions and financial transactions.
Why I picked vCita: I chose vCita because its user-friendly interface and complete feature set make it suitable for businesses looking to improve client relationships and simplify operations. The platform's ability to handle scheduling, invoicing, and marketing in one place makes it a good choice for client management and payments.
Standout Features & Integrations:
Features include client management, payment collection, scheduling, marketing tools, and a client portal, all of which aim to provide exceptional client experiences and efficient business operations.
Integrations include Office 365, Google Calendar, PayPal, and Quickbooks.
Pros and cons
Pros:
- User-friendly interface
- Integrated payment processing
- Comprehensive client management
Cons:
- Inconsistent customer support quality
- Clunky mobile app interface
Spotler CRM, formerly Really Simple Systems, is a user-friendly solution for B2B marketing teams. It offers a complete suite of features, including lead management, campaign management, email marketing, and analytics, making it suitable for businesses looking to enhance their marketing efforts.
Why I picked Spotler CRM: I chose it because of its feature set, which is tailored for B2B marketing teams. Its integration with Office 365 and complete marketing tools make it stand out from other CRM software. The platform's focus on marketing automation and lead management ensures that B2B teams can efficiently manage their campaigns and track their performance.
Standout Features & Integrations
Features include lead management, campaign management, email marketing, and analytics. These tools allow businesses to track sales from inquiry to closure, automate marketing processes, and gain insights into campaign performance.
Integrations include G Suite, Office 365, Slack, QuickBooks, Xero, Dropbox, PayPal, Stripe, RingCentral, and Zapier.
Pros and cons
Pros:
- Strong Office 365 integration
- Comprehensive marketing tools
- Easy to use
Cons:
- Basic reporting may lack depth
- Limited customization options
NextAgency is an insurance agency management system designed to simplify operations for life and health agencies. It integrates CRM, marketing, and commission management tools to enhance agency efficiency and client relationships.
NextAgency is best for insurance agency management because it offers specialized features like commission tracking, customizable workflows, and client benefit management tailored to insurance agencies.
Why I picked NextAgency: I chose NextAgency for this list because it stands out with its specialized focus on insurance agencies, particularly in the life and health sectors. Unlike other CRM software, NextAgency offers commission management and customizable workflows. Its integration with Office 365 allows agencies to simplify processes and improve client management.
Standout Features & Integrations:
Features include customizable workflows, commission tracking, and client benefit management. These features allow agencies to manage operations, track commissions, and provide better client service.
Integrations include Office 365, Ease, Intulse, and Zapier.
Pros and cons
Pros:
- Customizable workflows
- Solid commission tracking
- Specialized for insurance agencies
Cons:
- Customization is limited
- Limited to the insurance sector
InfoFlo is a complete CRM software that integrates with Office 365, offering a solution for managing customer relationships. It is best known for its affordable one-time cost, making it an attractive option for businesses looking to minimize ongoing expenses.
Why I picked InfoFlo: I chose InfoFlo for its unique pricing model, which stands out in a market dominated by subscription-based services. The one-time cost makes it a cost-effective solution for businesses. Its integration with Office 365 also ensures users can manage customer relationships efficiently without switching between multiple platforms.
Standout Features & Integrations:
Features include customizable add-ons, mobile access through iPhone and Android apps, and complete Outlook integration that syncs contacts, calendar events, and emails. These features make it a versatile tool for managing customer interactions and sales pipelines.
Integrations include Microsoft Outlook, Gmail, QuickBooks, Google Calendar, Skype, LinkedIn, Dropbox, OneDrive, Google Drive, and Slack.
Pros and cons
Pros:
- Customizable add-ons
- Comprehensive Outlook integration
- One-time cost option
Cons:
- Outdated user interface design
- Limited advanced features
Other CRM Software that Integrates with Office 365
Below is a list of additional CRM software that integrates with Office 365 that I evaluated but didn’t reach the top list. It’s still worth checking them out!
- eWay-CRM
Best for Outlook integration
- Less Annoying CRM
Best for small business simplicity
- Bigin by Zoho CRM
Best for quick setup and affordability
- Zoho CRM
Best for customization options
- Salesforce CRM
Best for scalability and enterprise use
- monday.com
Best for project management features
- Maximizer CRM
Best for customer support
- HubSpot CRM
Best for marketing tools integration
- Pipedrive
Best for sales pipeline management
- Ricochet360
Best for call center integration
Related CRM Software Reviews
If you still haven't found what you're looking for here, check out these tools closely related to CRM software that we've tested and evaluated.
- CPQ Software
- Sales Software
- Lead Management Software
- Business Intelligence Software
- Contract Management Software
- Revenue Management System
CRM Software that Integrates with Office 365 Selection Criteria
The criteria for choosing CRM software that integrates with Office 365 should address buyer needs and common pain points, ensuring the tool effectively serves its intended purpose. As an expert who has personally tried and researched this type of software, here are the requirements I use when evaluating these tools.
Core CRM Software Functionality: 25% of Total Weighting Score
- Efficiently manage and organize customer information
- Integrate with Office 365 for email tracking and communication
- Sync with Office 365 calendars for scheduling and reminders
- Create, assign, and track tasks within the CRM
- Generate reports and insights from customer data
Additional Standout Features: 25% of Total Weighting Score
- Predictive analytics and insights
- Highly customizable dashboards for different user roles
- Mobile apps for on-the-go access
- Advanced automation for sales processes
- Extensive integrations beyond Office 365
Usability: 10% of Total Weighting Score
- Look for clean, user-friendly interfaces
- Tools like monday.com offer drag-and-drop features for task management
- Ability to customize views and layouts to fit user preferences
- Easy configuration of role-based access controls
Onboarding: 10% of Total Weighting Score
- Availability of complete training videos
- Interactive tours for new users
- Pre-built templates for quick setup
- Regular webinars for ongoing learning and support
Customer Support: 10% of Total Weighting Score
- Availability of round-the-clock support
- Immediate assistance through live chat options
- Complete knowledge base for self-service
- Personalized support from dedicated account managers
Value For Money: 10% of Total Weighting Score
- Clear and transparent pricing models
- Availability of various plans to suit different business sizes
- Offering free trials to test the software before purchase
- Evaluating the features provided relative to the price
Customer Reviews: 10% of Total Weighting Score
- High overall user satisfaction ratings
- Positive feedback on key features
- Good reviews on customer support experiences
- High ratings for ease of use and user experience
Trends for CRM Software that Integrates with Office 365
CRM software is changing remarkably, transforming how businesses manage client relationships. As technology advances, staying informed about the latest developments is essential. Here are some key trends to watch closely that could impact your organization
- AI-Powered CRM Solutions: AI integration transforms CRM software by automating tasks, predicting customer behavior, and personalizing interactions. This trend is essential as it enhances customer satisfaction and operational efficiency, making AI a strategic necessity for businesses.
- Blockchain Technology: Blockchain ensures secure and immutable customer data and transaction recording. This technology is important because it fosters trust and loyalty by providing transparent and secure data management.
- Voice-to-CRM Solutions: Voice-to-CRM solutions simplify data entry from voice interactions, significantly improving efficiency and accuracy for sales and customer support teams. This trend is interesting as it leverages AI to enhance user experience and productivity.
- Augmented Reality (AR) and Virtual Reality (VR): AR and VR technologies, such as personalized product demonstrations and remote sales presentations, are used for immersive customer interactions. This trend is essential as it provides predictive analytics for better customer insights and engagement.
- Edge Computing: Edge computing allows CRM systems to process data closer to its source, improving real-time analytics and response times. This trend is significant as it enhances the efficiency of CRM operations, particularly in environments with prevalent IoT devices.
These trends indicate a shift towards more dynamic, secure, and customer-centric CRM solutions that leverage emerging technologies to meet transforming business needs.
What is CRM Software that Integrates with Office 365?
CRM software that integrates with Office 365 aims to simplify customer relationship management by leveraging the functionalities of Microsoft 365 applications like Outlook, Teams, and OneDrive. Businesses use it to manage contacts, track sales, automate workflows, and enhance team collaboration. This integration is essential for sales and marketing teams to improve productivity, communication, and customer engagement.
CRM platform components that primarily integrate with Office 365 include contact management, sales automation, email marketing, reporting, and team collaboration tools. These features allow users to synchronize emails, calendar events, and contacts directly within their Office 365 environment, providing a unified platform for managing customer interactions and sales processes.
Features of CRM Software that Integrates with Office 365
When choosing CRM software that integrates with Office 365, it's essential to recognize the key features that will let you manage your customer relationships more efficiently. Here are the most important features to look for.
- Calendar Sync: This feature ensures that your CRM and Office 365 calendars are always in sync, helping you keep track of meetings and deadlines.
- Email Integration: Connects your CRM with Outlook, allowing you to manage customer communications directly from your Outlook inbox.
- Contact Management: Integrates your Office 365 Outlook contacts with your CRM to enhance marketing campaigns and provide a unified view of customer contact information.
- Document Management: You can manage documents within the CRM, leveraging Office 365's storage capabilities.
- Task Management: Syncs tasks between your CRM and Office 365, ensuring you get all the important to-do.
- Mobile Access: This service provides mobile access to your CRM data through Office 365 apps, enabling you to work on the go.
- Reporting and Analytics: Utilizes Office 365's solid analytics tools to generate insightful forecasting reports from your CRM data.
- Collaboration Tools: Integrates with Office 365's collaboration tools, such as Teams, enhancing team communication, business processes, and project management.
- Security Features: Leverages Office 365's security measures to protect your CRM data.
- Customizable Dashboards: This service integrates with Office 365, providing a personalized view of your business metrics.
Choosing CRM software with these features ensures your business can operate more effectively. Integrating with Office 365 also enhances functionality and provides a good user experience.
Benefits of CRM Software that Integrates with Office 365
By leveraging CRM software that integrates with Office 365, companies can enhance productivity and boost workflow efficiency. Below are five benefits of PEO software for both users and organizations.
- Enhanced Productivity Integrating CRM with Office 365 allows users to work directly within familiar Microsoft applications, reducing the need to switch between different platforms and increasing overall efficiency.
- Improved Team Collaboration The integration promotes real-time collaboration through tools like Microsoft Teams, enabling team members to access and update CRM data.
- Streamlined Communication Users can manage emails, schedules, and customer interactions directly from Outlook, ensuring all communication is centralized and easily accessible. This leads to more organized and efficient workflows.
- Better Customer Insights Marketing and sales teams can more effectively track engagement metrics and customer interactions, allowing for tailored marketing strategies and improved customer relationship management.
- Automation and Workflow Efficiency The integration supports automating repetitive tasks, such as sending follow-up emails or scheduling meetings. This reduces manual effort and ensures timely and consistent communication with customers.
By leveraging these benefits, organizations can foster better customer relationships and drive business growth.
Costs & Pricing of CRM Software that Integrates with Office 365
This section provides a detailed estimate of the average costs of CRM software that integrates with Office 365. By understanding these pricing structures, users can better assess their needs and budget considerations when choosing a CRM solution.
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic contact management, limited email integration, task management |
| Personal Plan | $12-$20/user/month | Enhanced contact management, email tracking, basic reporting, mobile access |
| Business Plan | $50-$150/user/month | Sales automation, advanced reporting, email and calendar sync, team collaboration |
| Enterprise Plan | $150-$300+/user/month | AI-powered insights, advanced customization, extensive support, full integration with Office 365 |
CRM Software that Integrates with Office 365 FAQs
Here are some commonly asked questions about CRM software integrating with Office 365.
How does CRM software that integrates with Office 365 improve email tracking?
When a CRM integrates with Office 365, users can track customer email interactions directly from Outlook. Emails sent from Office 365 are automatically recorded in the CRM under the relevant contact or account. Users can create email templates within the CRM and send them via Office 365. They can also track when emails are opened or replied to, providing insights into customer engagement.
How does CRM software that integrates with Office 365 synchronize contacts and calendars?
This feature ensures that any changes made to customer contacts in Office 365 are reflected in the CRM, and vice versa. Meetings scheduled in Office 365 are automatically synced with the CRM, allowing users to link events to customer records and view schedules across platforms. CRM tasks and reminders can also appear in Office 365’s task management tools, ensuring no critical tasks are missed.
Is data security ensured when using CRM Software that Integrates with Office 365 ?
Yes, most CRM systems take data security seriously when integrating with Office 365. These integrations typically adhere to Microsoft’s security protocols, including data encryption, two-factor authentication, and compliance with GDPR and other data protection regulations. It is important, however, to ensure that both the CRM and Office 365 are configured properly to maintain data privacy.
Does CRM software that integrates with Office 365 require technical setup?
Some CRM platforms offer out-of-the-box integrations with Office 365 that require minimal setup, while others might require technical configurations or assistance. In most cases, businesses can connect their Office 365 accounts to their CRM using built-in connectors, APIs, or third-party tools like Zapier. However, larger businesses with more complex requirements may need IT support to customize and optimize the integration.
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