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The Benefits of Using Outlook As a CRM

using outlook as a crm

There are many benefits of using Outlook as a CRM tool. Using Outlook to manage customer records reduces small decisions, streamlines repetitive tasks, and increases productivity. Here are a few of those benefits. To learn more, read on! Listed below are some of the many ways to use Outlook as a CRM. Read on to learn how. This CRM software can streamline the entire sales process and increase productivity. Use Outlook to manage customer records today!


You can set up eWay-CRM to work with Microsoft Outlook, and then link your appointments and customer emails directly into it. In addition to meeting appointments, you can link customer emails to deals, projects, and contacts so that you can easily see all the information you need for each customer and deal. Besides keeping track of your contacts, eWay-CRM also integrates with Microsoft Word and Excel.

eWay-CRM offers an online demo and a 30-day free trial. By using the demo, you can see the functionality in action and decide whether it’s right for your business. If you like what you see, you can purchase the software. But if you’d rather try it for yourself, you can sign up for a 30-day free trial and use it in your business.

Prophet CRM

The integration between Outlook and Prophet allows you to send emails and push email campaigns to your customer facing team. Prophet’s Opportunity Manager allows you to create relationships between objects, including sales opportunities. Using Outlook and Prophet in tandem, you can sort and lookup sales opportunities, and easily analyze reports. Prophet can create relational databases for tracking emails, tasks, meetings, and documents. With Prophet, you can also access and use 30+ pre-formatted reports and advanced analytics, all through Outlook.

A CRM system that integrates with Microsoft Outlook is highly useful for those who need a flexible solution for their company. Prophet can be configured for any company size and seamlessly integrates with Outlook to make it easy for your sales team to use. It can import contacts and leads quickly and easily, allowing your staff to stay organized and productive. It also provides valuable insights into the sales process, including which leads are winning and losing.


If you’re a business owner looking for CRM software, you’ve probably heard of Keap. This CRM software allows you to track leads and customers for your business. Unlike its predecessor, which was limited to a single purpose, Keap helps you automate processes from the beginning to the end. For example, it sends follow-up emails to customers automatically when new leads arrive. This automated process increases the conversion rates and profits of your business.

It’s designed to work seamlessly with your Outlook inbox, giving you access to customer information without leaving the CRM. Keap CRM can help you automate your marketing campaigns, manage sales pipelines, create landing pages, and more. And, with features such as appointment management, eCommerce integration, and quote management, you’ll have a complete picture of your business. Keap is simple to set up and offers powerful CRM tools for businesses.

Salesforce Essentials

If you are thinking of using Outlook as a CRM for your company, you may want to check out Salesforce Essentials. This small-business-friendly CRM allows you to connect Outlook and Gmail with Salesforce. With its Einstein Activity Capture, you can automatically attach emails to records in Salesforce. You can also download a free G Suite Connector, which lets you sync Google-based communications with Salesforce. There are many add-ons available on the Salesforce AppExchange, including a small business page.

Although Salesforce Essentials is designed for small-to-mid-sized businesses, it can easily scale with your company. It is free to download and has a yearly license limit of only 10 users. However, Salesforce also provides a free version for non-profit organizations with a 10-user limit. It also has powerful CRM tools, including sales automation, lead management, customer support, and more. If you’re thinking about using Salesforce as a CRM for your company, be sure to check out the free trial version and check out all the features!