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SalesOutlook CRM 6.01

  • Quick specs
  • Price: Free to try (30-day trial); $495.00 to buy (Buy it now)
  • Operating system: Windows 2003, Windows Vista, Windows Server 2008, Windows 7, Windows XP, Windows 2000
  • Date added: November 09, 2009
  • Total Downloads: 5,887
  • Downloads last week: 33
  • See full specifications
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CNET editors' review

Reviewed by: CNET staff on August 13, 2009

Sales managers will appreciate how this add-on exploits Outlook's powerful Contacts feature as a basis for managing existing customers and adding new ones.

Some apps adopt the typical e-mail client interface to lend a sense of familiarity and ease of use to its functions; this one adopts the client itself. If you use and like Outlook, you'll be happy. If you rely on another e-mail client, you won't be so happy. SalesOutlook installs an unobtrusive minitoolbar to Outlook's existing toolbar. It provides quick access to the add-on's tools and features and simply folds into the user's normal everyday workflow for employing e-mail. The tool performed well in our tests. Windows opened quickly, and navigating their tabbed categories was a breeze. We liked the straightforward manner of entering new contacts and assigning identifiers--divided into both Opportunity IDs and Inquiry IDs--to allow logical tracking for follow-up and decision-making. We also appreciated how SalesOutlook consolidated a number of tasks into a single app, such as the built-in features for monitoring time and mileage dedicated to each customer and project management components. Further, the add-on exploited Outlook's primary e-mail functions for creating e-mail blasts and maintaining important contact with customers--a critical element of any CRM software.

The trial period should be sufficient for any professional to determine the add-on's suitability for his or her work. The price will scare away the small-timers, but intent CRM staff members will find SalesOutlook a nice fit in their workday, particularly if they are frequently on the go.

Publisher's description

From SalesOutlook :

CRM Software for Outlook. Manage your contacts, e-mails, opportunities, calendar and more without leaving Outlook. SalesOutlook leverages the combination of Microsoft Office and Exchange Server to deliver a customizable account-focused electronic customer interaction and team collaboration system. SalesOutlook is the powerful and friendly Outlook CRM Software for Microsoft Outlook users. Start with the basics with our Small business Edition (SBE) or graduate to the full fledge CRM edition.

Version 6.0 adds support for Windows Desktop Search along with checklists and a new leads module. Crystal XI runtimes are also supported.

What's new in this version:

Version 6.01 adds new toolbar items to help with the navigation.

Create business dashboards and data presentations

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