Clean and modern design
SalesOutlook utilizes all aspects of Outlook so you are familiar with the interface and features.
Built for mobile computing
We have multiple mobile strategies to fit your Organization. Mobile Outlook , Native apps and an Advanced Mobile Client.
Exchange Server database
We utilize your Exchange server which allows you to use the built in calendar, contacts, task list and email. This is a tremendous short cut in setting up a CRM.
Connect to your favorite social media with the Outlook social connector.
Auto filing of emails. FEATURED
One of the most requested feature of a CRM is to attach emails to a contact or opportunities. SalesOutlook can do both.
Utilize the Outlook Calendar FEATURED
Most CRM's have to integrate with an addin causing a lot of issues. SalesOutlook uses the built in calendar of Outlook..
You can customize all aspects of SalesOutlook including Accounts, Contacts, Opportunities, Customer service, Calendar, Tasks and Email. Or create your own module.
Auto file emails directly to an opportunity. New
Add the Quote number to the subject of an email and we will automatically file the email to the opportunity, Use our email button or drag and drop the email to an opportunity and we will automatically add the quote number to the subject..
New Advanced Ribbon Toolar NEW
Use our new ribbon toolbar to access almost anthing in SalesOutlook. Outlook 2010 and greater only.
Built for Mobile Computing
We have a client available for any HTML 5 compatible device such as the iPhone, iPad or Android.
- Cached mode for the Outlook client can be used online or offline.
- Use native apps with your mobile device for contacts, email, calendar and tasks.
- Advanced mobile client that works on any device: IOS, Android, Windows Phone, etc...
- Outlook can auto file emails sent and received on your mobile device.
SalesOutlook provides free email support for all versions.
The Enterprise version provides free phone support. Team editon can purchase phone support
SalesOutlook provides complete customization services to automate your business process.
No Exchange server? No Network? No problem. We will set up an Office 365 account where everone can share data.
Utilize the infrastructure you already have such as Microsoft Office and Exchange services .
Set your mobile field sales or service using our advanced mobile client and Office users can use Outlook.
Setup multiple databases for each sales group to keep things organized.