SalesOutlook CRM

SalesOutlook CRM

SalesOutlook, Inc
eFiler

eFiler

Irradiant Ltd.
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About

SalesOutlook's Outlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook based CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as "Opportunity" or "Customer Inquiry" directly from the email interface. By right-clicking on a customer name, users can easily access contact information, providing instant visibility into all the necessary information related to any particular buyer. Our Outlook CRM is a specialized system that builds upon a frequently-used email medium to create a CRM that will optimize user efficiency.

About

File and Find emails from Classic Outlook or New Outlook. Easily file one or more emails at a time alongside other project-related documents. Find your colleagues emails instantly with our colour-coded indexed search tool. eFiler is an essential companion for Outlook users who are looking for an easy way to file and find Outlook emails. eFiler requires no fancy IT infrastructure and takes just minutes to get teams fully up and running. Predictive email filing makes it easy to save sent or received email messages. Indexed email search finds emails quickly. If your business relies heavily on email correspondence then eFiler is for you! Spend less time finding company emails. Forget shared mailboxes and public folders - file emails alongside other client or project documents. No more isolated emails sitting in your colleagues mailbox while they are on holiday! Filed emails become easily accessible for your entire team.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales

Audience

Legal and construction teams, Consultants, Accountants & Professional Services Companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$25.00/month/user
Free Version
Free Trial

Pricing

$8.5/user/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SalesOutlook, Inc
United States
www.salesoutlook.com

Company Information

Irradiant Ltd.
Founded: 2011
United Kingdom
efiler.co.uk

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Categories

CRM

Categories

CRM Features

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

Email Management Features

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

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
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