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Compare SalesOutlook Product Editions    

 

 

 

 

 

The following table lists the features and capabilities of each edition of the SalesOutlook software to help you determine which edition best meets your needs. 

 

Function SalesOutlook CRM   SalesOutlook Web
Price $30 / mo  named user   $20 / named user
Platform Outlook/Office 200x   Outlook Web Access
Accounts Yes   Yes
Contacts Yes   Yes
Opportunities Yes   Yes
Notes Yes   Yes
Word / Excel / Linked Documents Yes   Linked documents only
Mail Merge / Letters / Labels / Envelopes via Microsoft Word Yes   N/A
Crystal Reports Yes   Optional
Data Mining with Microsoft Excel Yes   N/A
Real-time SQL Reporting Yes   Yes via EXOLEDB
Automatic email filing Yes   No
Outlook Contact Folder Integration Yes   No
Customer Service Yes   Optional
Contact Mailings Yes   No
Qualify Leads Yes   No
Financials Yes   No
Account Alerts -Sticky Notes Yes   No
Many to Many Relationships - Linked Accounts and Contacts Yes   No
Active Security Module (Item level security) Optional   Optional
Advanced Sales Module Optional   Not Available
Global Calendar Module Yes (4.4.0 and later)   Optional - View only
Outlook / Web Forms Source Code Access Yes
(Except for Account Profile and SalesOutlook Setup Forms)
  Yes
(ASP/JavaScript
Source Code)
Number of folders / objects (Data Tables in SalesOutlook System) Unlimited   Depends on SalesOutlook Edition and License

 

Notes Regarding The SalesOutlook Web Client

Please note that the SalesOutlook Client for Microsoft Outlook Web Access (SalesOutlook Web Client) requires the purchase of at least one user license of the full SalesOutlook CRM for Microsoft Office.  This is needed to administer the system.  Additionally, the SalesOutlook Web Client uses the same database as the Outlook / Office client, but programming for the web is totally different than programming for Outlook so customizations to SalesOutlook objects and workflows are implemented separately from the client for Microsoft Outlook / Office.

 

 

Last Update

 2/4/2012

 

 

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