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Businesses of all types use Microsoft Outlook for email communications. When paired with a quality full-scale CRM solution, Outlook becomes an even more powerful tool that can help capture and nurture leads, organize contacts, manage opportunities, and, in some cases, oversee the brunt of your pipeline. In this article, we examine some of the best CRM solutions that are compatible with Outlook and can contribute to the success of your business.
Here are the top eight Outlook CRM solutions for salespeople in 2021:
Our evaluation began with the overall Outlook integration — how well Outlook and each CRM solution work together. Next, we determined ease of use to ensure these options are user-friendly enough to incorporate into users’ day-to-day operations. We then gave each solution an expert score, combining our opinion with the public’s, before considering core features offered by every CRM solution, notably marketing crm functionality. Finally, we covered customization and pricing for each entry.
Note: All per-user prices require a one-year commitment unless otherwise noted.
HubSpot CRM ranks at the top of our list for best Outlook CRM software. This is mainly based on its overall level of integration and interactivity with Outlook, but its affordable pricing structure — which includes a free version — played a large part, too. For more detailed information on HubSpot CRM and all of our top options, read our full evaluation below.
Provides advanced email activity tracking to support your next email marketing campaign.
Price Range: Free to $1,200 per month (Sales Hub)
HubSpot CRM is a full-scale CRM solution that is right for those who primarily work through email. Email logging and tracking allows users to organize and monitor their Outlook emails to better manage the prospects in their pipeline. Along with email tracking, features include two-way data integration between emails in Outlook and email events in HubSpot CRM plus email sequencing and access to customizable templates, all without leaving Outlook.
Dynamics 365 Sales is a Microsoft product and the only option with native integration for Outlook. Through its premium features, Dynamics 365 Sales works with Outlook to help you search for and track your prospects using global search and folder tracking and then keep your data safe through server/server-side sync. Your data is always synchronized between the two solutions, so it’s great for companies with a high amount of records and contacts.
Nimble helps you expand your social media prospecting efforts through your Outlook inbox. Its Nimble Prospector tool works on any social media platform, helping you create and improve contact records and automatically match email addresses with individual and company social media profiles. As one of the most comprehensive social media prospecting tools that is fully compatible with Outlook, it’s great for businesses that generate leads via social media.
Integrates with Microsoft Outlook to give you full control over your email marketing campaigns.
Price Range: Free to $52 per user, per month (15-day free trial)
Zoho CRM provides all the core features you’d expect from a modern CRM, but its integration with Outlook gives you complete control over your email marketing campaigns. It allows you to link inbound and outbound emails to leads, import and export contact data, and eliminate duplicate information to get your campaigns to the right people and increase your emails’ effectiveness, making it right for those who nurture leads via email marketing campaigns.
Easily sync and visualize data between your Outlook account and Pipedrive, including emails, leads, contacts, and more.
Price Range: $14.90 to $99 per user, per month (14-day free trial)
Pipedrive is the ideal solution for users who want a simple, drag-and-drop, Kanban-style interface. Your entire team can clearly see all data (emails, leads, contacts, activities, deals, etc.) in one view. Its cloud servers allow users to schedule automatic synchronizations, keeping your data consistent between Pipedrive and Outlook and your dashboard up to date. Pipedrive helps visual teams track the pipeline and easily identify their priorities.
Create custom workflows and easily follow-up with Outlook emails via Method:CRM.
Price Range: $25 to $44 per user, per month (30-day free trial)
Method:CRM is ideal for businesses that need to customize their entire workflow. It gives you access to customer histories and past account transactions, which you can use to design (and continue to tweak) your workflow and follow-up communications according to your ever-improving processes. This means you can simplify and automate tasks and emails, saving you time so you can meet customers’ needs while pursuing new leads.
Whereas most CRMs focus on lead management, Insightly also helps you manage projects.
Price Range: Free to $99 per user, per month
Insightly simplifies project management in Microsoft Outlook. It supports team members to prioritize and complete assigned tasks by highlighting contact connections and relationships, saving and linking emails, and showing past deals to review. Insightly benefits teams that work with many different projects or contacts on a day-to-day basis and want help tracking all the moving pieces in each project to ensure they meet their own goals and their clients’.
Works with Microsoft Outlook to capture leads directly from your website and follow up with them via email.
Price Range: $25 to $75 per user, per month
Prophet CRM is ideal for capturing leads from your website. If you regularly use online forms to capture data, or if you often receive online communications through your website, Prophet CRM is the solution for you. It lets you set up forms and fields for your website visitors to fill out. Once they’re done, it then captures the data they’ve entered and immediately sends it back to your Prophet CRM database for lead nurturing via email.
If you’re running an email marketing campaign with Microsoft Outlook or you support your customers via Outlook, you need a full-scale CRM software solution to maximize your productivity. Finding one that works hand-in-hand with Outlook can help drive your efforts further and achieve your desired results faster. We’re confident one of these options will work for you according to your business goals; consider using the one you think will serve you best.