8 Best Outlook CRM Software & Integrations 2021

Check our evaluation of the best Outlook CRM software that's compatible with the Microsoft product through native or third-party integration.

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:

  • HubSpot CRM (Overall Winner): Best for email activity tracking (free starting price)
  • Dynamics 365 Sales: Best CRM for premium features ($65 starting price)
  • Nimble: Best Outlook CRM for social media prospecting ($19 starting price)
  • Zoho CRM: Best for email marketing campaigns (free starting price)
  • Pipedrive: Best Outlook CRM for a visual pipeline ($12.50 starting price)
  • Method:CRM: Best for custom workflows and follow-ups ($25 starting price
  • Insightly: Best Outlook CRM for project management (free starting price)
  • Prophet CRM: Best solution for capturing website leads ($25 starting price)

How We Evaluated the Best Outlook CRM Software

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.

Evaluation Criteria

After splitting our evaluation into six categories, we assigned various weights to each one. From there, we scored all of our options based on the specific criteria within each category, which ultimately gave us a frontrunner in each category as well as an overall winner for the best Outlook CRM.

Outlook Integration:
30%
Ease of Use:
20%
Expert Score:
15%
Core Features:
15%
Customization:
10%
Pricing:
10%

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.

HubSpot CRM: Best for Email Activity Tracking

Provides advanced email activity tracking to support your next email marketing campaign.

Price Range: Free to $1,200 per month (Sales Hub)

Overall Rating star-fullstar-fullstar-fullstar-full Outlook Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Free version available
  • Useful HubSpot sidebar
  • Automated daily reporting

Cons:

  • Requires Office 365 subscription
  • Intermittent downtime
  • Mobile features are limited

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.

HubSpot CRM Pricing

  • Free Version: Support for unlimited users
  • Sales Hub Starter: $45 per month, starts at 2 paid users
  • Sales Hub Professional: $450 per month, starts at 5 paid users
  • Sales Hub Enterprise: $1,200 per month, starts at 10 paid users

HubSpot CRM Key Features

  • HubSpot Sidebar: Adding the HubSpot sidebar to Microsoft Outlook lets you view detailed contact and lead information without leaving your Outlook inbox.
  • Email Logging/Tracking: Easily log and track emails that originate in Outlook via the HubSpot CRM platform.
  • Email Sequencing: Establish a sequence of emails to take place based on certain criteria or at scheduled points throughout the lead nurturing process.
  • Email Templates: Streamline the process by using email templates and canned snippets to communicate with leads.
  • Two-Way Data Integration: Users can share data between HubSpot CRM and Microsoft Outlook as needed.

HubSpot CRM - Outlook CRM

Visit Hubspot CRM

Dynamics 365 Sales: Best for Premium Features

Ideal for current Microsoft users who want to make the most of their Outlook account through advanced features.

Price Range: $65 to $162 per user, per month

Overall Rating star-fullstar-fullstar-fullstar-fullstar-full Outlook Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full

Pros:

  • Web, desktop, and mobile versions
  • PC and Mac compatibility
  • Customizable to meet your needs

Cons:

  • Lack of third-party integrations
  • Frequent performance issues
  • Steep learning curve

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.

Dynamics 365 Sales Pricing

  • Professional: $65 per user, per month
  • Enterprise: $95 per user, per month
  • Premium: $135 per user, per month
  • Microsoft Relationship Sales: $162 per user, per month, starts at 10 paid users

Dynamics 365 Sales Key Features

  • Dynamics 365 App for Outlook: View contact and lead information, or add new records, directly from your inbox.
  • Track Outlook Contacts: Track all of your Outlook contacts within Dynamics 365 Sales and process them as necessary.
  • Folder Tracking: Drag emails to various Outlook folders for automated tracking of all future interactions.
  • Global Search: Search for specific records, keywords, or names through all of your Outlook and Dynamics 365 CRM data.
  • Server/Server-Side Sync: Data is always synced on the server as it occurs server-side, so you’ll never lose any important data.

Visit Dynamic 365 Sales

Nimble: Best CRM for Social Media Prospecting

Lets you view advanced social media insights on leads and contacts directly from your Outlook inbox.

Price Range: $19 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Outlook Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Customization star-fullstar-full star-fullstar-full Pricing star-fullstar-full star-fullstar-full

Pros:

  • Send and track emails
  • Desktop, web, and mobile versions
  • Automated triggers and notifications

Cons:

  • Frequent bugs and glitches
  • Social media data can be inaccurate
  • Lack of customizability

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.

Nimble Pricing

  • Nimble Business: $19 per user, per month
  • Free Trial: 14 days

Nimble Key Features

  • Company Insights: Pull information directly from a company’s social media presence, including industry, number of employees, revenue, address, phone number, and more.
  • People Insights: Retrieve data from personal social media profiles, too, including full names, company names, locations, academic histories, and more.
  • Create Notes & Events: Easily create notes, tasks, deals, and events within Outlook via the Nimble add-on.
  • View Live Profiles: View a comprehensive profile of leads and contacts complete with social profiles, contact info, and a visual avatar, with the Request Live Profile feature.

Visit Nimble

Zoho CRM: Best for Email Marketing Campaigns

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)

Overall Rating star-fullstar-fullstar-full star-full Outlook Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Lead management via Outlook
  • Highly customizable
  • User-friendly interface

Cons:

  • Fewer features on Mac
  • Inadequate marketing tools
  • Steep learning curve

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.

Zoho CRM Pricing

  • Free Version: Support for three users
  • Standard: $14 per user, per month
  • Professional: $23 per user, per month
  • Enterprise: $40 per user, per month
  • Ultimate: $52 per user, per month
  • Free Trial: 15 days

Zoho CRM Key Features

  • Sync Leads: Easily connect inbound or outbound emails with specific leads so you can prioritize and manage communications.
  • Email Specific Leads: Use Zoho CRM to edit your outgoing emails or add file attachments based on the specific lead you’re contacting with Outlook.
  • Convert Emails to Cases: Create new cases for leads or add to existing Zoho CRM cases based on the emails you receive.
  • Reduce Duplicate Data: Use Zoho CRM to resolve conflicts while synchronizing data from Outlook.

Zoho CRM - Outlook CRM

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Pipedrive: Best Solution for a Visual Pipeline

Easily sync and visualize data between your Outlook account and Pipedrive, including emails, leads, contacts, and more.

Price Range: $12.50 to $99 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Outlook Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-full star-full

Pros:

  • Stable and reliable platform
  • Great mobile functionality
  • Voice recording and phone access

Cons:

  • Lack of customizability
  • Reporting needs improvement
  • Steep learning curve

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.

Pipedrive Pricing

  • Essential: $12.50 per user, per month
  • Advanced: $24.90 per user, per month
  • Professional: $49.90 per user, per month
  • Enterprise: $99 per user, per month (at least 10 users required)
  • Free Trial: 14 days

Pipedrive Key Features

  • Two-Way Data Sync: Share and sync data between Pipedrive and Microsoft Outlook. Users can schedule the process to occur automatically.
  • Cloud Servers: Users have access to Pipedrive’s cloud servers, making it easy to share data as needed. Periodic synchronizations ensure you never miss out on any data.
  • Smart Email BCC: Automatically direct incoming emails to your Pipedrive account via BCC. Easily copy these emails to deals and contacts within Pipedrive.
  • Activity Scheduling: Schedule various activities and automatically link your email contacts with relevant deals and offers.
  • Control Your Data: You’ll maintain full control over your data by regulating access to different members on your team.

Pipedrive - Outlook CRM

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Method:CRM: Best for Custom Workflows

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)

Overall Rating star-fullstar-fullstar-full star-full Outlook Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-full star-fullstar-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-fullstar-full

Pros:

  • Highly customizable interface
  • Plenty of third-party integration
  • Exceptional customer support

Cons:

  • Customization isn’t for novices
  • Platform can be slow
  • Frequent crashes and outages

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.

Method:CRM Pricing

  • Contact Management: $25 per user, per month
  • CRM Pro: $44 per user, per month
  • Free Trial: 30 days

Method:CRM Key Features

  • Outlook Email Gadget: Track your entire workflow and access all of Method:CRM’s features via the Outlook Email Gadget.
  • Workflow Customization: Customize your workflow by building custom apps that work with Microsoft Outlook and third-party apps.
  • View Customer History: View prior account transactions and interactions on a per-customer basis.
  • Create Leads: Easily create new leads and update profile information as necessary, all without leaving Microsoft Outlook.

Method CRM - Outlook CRM

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Insightly: Best CRM for Project Management

Whereas most CRMs focus on lead management, Insightly also helps you manage projects.

Price Range: Free to $99 per user, per month

Overall Rating star-fullstar-fullstar-full star-full Outlook Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-full Pricing star-fullstar-full star-fullstar-full

Pros:

  • Easily import and export data
  • Team prioritization and assignments
  • Integrated project management

Cons:

  • Requires Office 365 subscription
  • Must use Insightly sidebar
  • Lacks direct data synchronization

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’.

Insightly Pricing

  • Free Version: Support for 2 users
  • Plus: $29 per user, per month
  • Professional: $49 per user, per month
  • Enterprise: $99 per user, per month

Insightly Key Features

  • View Contact Deal History: Insightly lets you track and view your past deals on a per-contact basis.
  • Save and Link Emails: Users can easily save emails and even link them to individual contacts with one click.
  • Assign and Prioritize Tasks: Since Insightly is heavily team-oriented, it’s easy to prioritize assignments and assign different tasks to every member of your team.
  • Import and Export Data: Although it doesn’t support direct synchronization, you can easily import and export data from one platform to the other.

Visit Insightly

Prophet CRM: Best for Capturing Website Leads

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

Overall Rating star-fullstar-fullstar-full star-full Outlook Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-full star-full

Pros:

  • Native integration with Outlook
  • Online training sessions available
  • Highly customizable via OpenAPI

Cons:

  • Reporting needs improvement
  • Lack of native Mac support
  • Occasional bugs and crashes

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.

Prophet CRM Pricing

  • Contact Manager: $25 per user, per month
  • Team: $55 per user, per month
  • Enterprise: $75 per user, per month

Prophet CRM Key Features

  • Manage Data via Outlook: Prophet CRM lets you manage data related to contacts, companies, and business opportunities in your pipeline, all without leaving Outlook.
  • Capture Data via Online Forms: Use forms and other methods of online communications to capture data from leads, contacts, customers, and partners.
  • Automatic Data Input: Eliminate manual data entry by automatically sending data straight from your website to the Prophet CRM platform.
  • OpenAPI: Since it uses OpenAPI, users can customize the platform and add integrations via tools like Zapier or Informatica.

Visit Prophet CRM

Bottom Line: Best Outlook CRM Software

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.

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