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Description
SalesOutlook's Outlook CRM integrates with Microsoft Outlook to provide a complete customer relationship management (CRM), and email marketing system. All customer data is automatically synced to our Outlook-based CRM. SalesOutlook CRM relies on Microsoft Outlook to save all files and email correspondence. There is no need to have a dedicated MS SQL server database because all data is saved to the contact's profile.
SalesOutlook Outlook CRM's intuitive interface offers a variety of features that optimize the user experience. You can drag and drop contacts into different lead categories such as "Opportunity", or "Customer Inquiry" right from your email interface. Right-clicking on a customer's name will give users instant access to contact information. Our Outlook CRM is a specialized system which builds on an email medium that is frequently used to create a CRM that optimizes user efficiency.
Description
Outlook and Microsoft 365 privacy-focused mail merge add-in
You can send confidential internal newsletters or marketing campaigns using the same tool. Your data is never uploaded to other servers, unlike other tools. It remains with you at all times. You get great response rates from people because the emails are sent from your email address.
Outlook can be used to create your template email. You can add personalization tokens from a table or your address book. Attach any number of images and SecureMailMerge will generate your emails right in front your eyes.
Outlook 365 works on Windows, Mac, and Browser versions. A Microsoft 365 Business subscription is required. Supports Shared Mailboxes.
API Access
Has API
API Access
Has API
Integrations
Constant Contact
LinkedIn
Microsoft 365
Microsoft Outlook
NetSuite CRM
Integrations
Constant Contact
LinkedIn
Microsoft 365
Microsoft Outlook
NetSuite CRM
Pricing Details
$25.00/month/user
Free Trial
Free Version
Pricing Details
$10/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SalesOutlook, Inc
Country
United States
Website
www.salesoutlook.com
Vendor Details
Company Name
Sol Inventum OÜ
Founded
2017
Country
Estonia
Website
www.securemailmerge.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor