---
description: Learn more about SalesOutlook CRM pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
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title: SalesOutlook CRM Pricing, Reviews & Features - Capterra Canada 2026
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Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [SalesOutlook CRM](/software/129898/salesoutlook-crm)

# SalesOutlook CRM

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> Microsoft Outlook/Teams-based CRM web add-in which offers account management, contact tracking, mobile access and easy deployment.
> 
> Verdict: Rated **4.3/5** by 71 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses SalesOutlook CRM?

People that want to use Outlook / Teams as a CRM. Any users that want to leverage investment in Microsoft Office for deployment and workgroup sharing.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 71 Reviews |
| Ease of Use | 4.2/5 | Based on overall reviews |
| Customer Support Software | 4.1/5 | Based on overall reviews |
| Value for Money | 4.3/5 | Based on overall reviews |
| Features | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: SalesOutlook
- **Location**: Roswell, US

## Commercial Context

- **Starting Price**: US$40.00
- **Pricing model**: Per User (Free version available) (Free Trial)
- **Pricing Details**: $40/Per User/Per Month (Billed Monthly)&#10;$30/Per User/Per Month (Billed Annually $360)
- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Appointment Scheduling Software
- Calendar/Reminder System
- Collaboration Tools
- Commenting/Notes
- Contact Database
- Contact Management Software
- Customizable Reports
- Data Import/Export
- Document Storage
- Email Management Software
- Interaction Tracking
- Lead Capture Software
- Lead Management Software
- Lead Qualification
- Marketing Automation Software
- Mobile Access
- Quotes/Estimates
- Reporting/Analytics
- Sales Forecasting Software
- Sales Pipeline Management
- Search/Filter
- Segmentation
- Shared Contacts
- Social Media Integration
- Task Management Software
- Third-Party Integrations

## Integrations (12 total)

- Dynamics 365 Business Central
- Mailchimp
- Microsoft 365
- Microsoft Copilot Studio
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power Automate
- Microsoft Power BI
- Microsoft Teams
- Office 365 Document Management
- Sharepoint Backup
- Zaper

## Support Options

- Email/Help Desk
- FAQs/Forum
- Phone Support
- Chat

## Category

- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)

## Related Categories

- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)
- [Small Business CRM Software](https://www.capterra.ca/directory/31583/small-business-crm/software)
- [Sales Tracking Software](https://www.capterra.ca/directory/32744/sales-tracking/software)
- [Contact Management Software](https://www.capterra.ca/directory/30016/contact-management/software)
- [IT Ticketing Systems Software](https://www.capterra.ca/directory/32623/it-ticketing-systems-software/software)

## Alternatives

1. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4481 reviews)
2. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18804 reviews)
3. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6993 reviews)
4. [Bigin by Zoho CRM](https://www.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews)
5. [Dynamics 365](https://www.capterra.ca/software/157279/dynamics-365) — 4.4/5 (5846 reviews)

## Reviews

### "OUTLOOK CRM WITH SALES" — 5.0/5

> **Patrice** | *August 21, 2025* | Insurance Software | Recommendation rating: 10.0/10
> 
> **Pros**: What I liked most about Sales Outlook is great for your business communication tool for the beginning of the day and the end of the day. It has so many advanced features to keep you organized. For example, calendar, and being able to mointor your sales performance for the business that you are prospecting for. Your able to track customers data and forecast activity throughout the day, weekly and monthly. This great added feature because this will lead to improved sales and activity and happy customers. The Sales outlook allows you to track sales productivity on a day to day basis.Great tool to use
> 
> **Cons**: What I like least is that needs to be more automation features but overtime I am sure it will improve generally.
> 
> Overall my experience using this platform is that it keeps me organized with my emails, and contacts, tasks, sales deals. I especially like the fact that you can organize folders to keep mointor on the company’s and customer that is used for your sales for the organization.

-----

### "Very good CRM system" — 5.0/5

> **Rashvinder** | *March 15, 2025* | Accounting Software | Recommendation rating: 9.0/10
> 
> **Pros**: Integration with other softwares like Quickbooks.
> 
> **Cons**: I loved the product and did not find cons while using it.
> 
> I loved the automation feature and document management the most.

-----

### "New to the program" — 4.0/5

> **Jim** | *January 9, 2025* | Hospital & Health Care | Recommendation rating: 7.0/10
> 
> **Pros**: It integrates with my EMR software program
> 
> **Cons**: It does have alot of steps in getting the data in.
> 
> It's been a learning experience that I am still working on.

-----

### "Outlook-Friendly CRM That Keeps Things Simple" — 4.0/5

> **Cindy** | *August 29, 2025* | Human Resources | Recommendation rating: 2.0/10
> 
> **Pros**: As a job recruiter what I like best is not having to switch in Outlook: Being able to turn any email or meeting into a tracked candidate or client record without leaving the inbox is the biggest win. It feels like a natural extension of Outlook rather than “another tool.”
> 
> **Cons**: Mobile use, automation and reporting need improvement.  Mobile experience is just okay: You can do essentials on the go, but heavy recruiters who live on mobile may find it cramped or slower than best-in-class mobile apps. Automation isn’t very rich: Simple workflows and reminders are fine, but advanced, branching automations, multi-step cadence builders, and lead/candidate scoring are limited without add-ons.&#10;Reporting and analytics are basic: Good for pipeline snapshots, but not for advanced forecasting, cohort analysis, or custom dashboards without exporting to Excel/Power BI.
> 
> Sales Outlook CRM is easy to use, especially if you already work in Outlook. Setup is quick, and it’s simple to turn emails and meetings into contacts, companies, and deals. The pipeline view is clear, search is fast, and basic reports are enough for weekly check-ins.&#10;&#10;It’s not great for heavy customization or complex automations, and integrations outside the Microsoft world can be limited. Mobile works but isn’t amazing.&#10;&#10;Overall, it’s a solid, no-frills CRM for teams that live in their inbox and want something straightforward without a long setup or training.&#10;Overall easy on the learning curve.

-----

### "Familiar interface and easy to use CRM" — 5.0/5

> **Anthony** | *July 10, 2025* | Construction | Recommendation rating: 3.0/10
> 
> **Pros**: How familiar it feels from using outlook for so long. It’s great not having to learn an entirely new system.
> 
> **Cons**: A CRM built directly into Outlook? What bad can I really say? No complaints from me, this have been a fantastic CRM to use
> 
> 10/10 experience using SalesOutlook CRM, would highly recommend. Nothing beats a streamlined solution.

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