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Average Ratings 2 Ratings

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ease
features
design
support

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

eFiler allows you to file and find emails from Outlook. You can easily file one or more emails simultaneously alongside other documents related to your project. Our colour-coded indexed search tool makes it easy to find emails from colleagues.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autodesk Forma
Constant Contact
Egnyte
Google Drive
LinkedIn
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
NetSuite CRM

Integrations

Autodesk Forma
Constant Contact
Egnyte
Google Drive
LinkedIn
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
NetSuite CRM

Pricing Details

$25.00/month/user
Free Trial
Free Version

Pricing Details

$8.5/user/month
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

Irradiant Ltd.

Founded

2011

Country

United Kingdom

Website

efiler.co.uk

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 Management

Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

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