Four of the best: CRM software with Outlook integration

Microsoft Outlook is one of the most popular email services out there. It’s used by more than 600 million people around the world and provides great communication offering.

However, it’s not the best at helping you to manage customer relationships. So, the obvious answer to this dilemma is to discover a Customer Relationship Management (CRM) platform which can integrate with Outlook. Simple!

In this article we will look at four CRMs which can integrate with Outlook – Insightly, Zoho CRM, ActiveCampaign and amoCRM. All four boast an array of contrasting and comparable features, but most importantly they can team up with Outlook seamlessly.

Managing customer relationships can still be done via Outlook, but you may need to install a decent CRM first. Credit: Pixabay

Why is this important:

As your business grows, so will your leads and contacts. This means that you need to look at managing your customer relationships through a simple platform. It can step in where Outlook fails.

For example, with Outlook you have difficulty tracking ongoing and potential sales in a pipeline format. There is also no clear reporting function to see how teams are performing. What’s more, sharing and tracking documents can be incredibly frustrating.

So, say goodbye to sifting through email threads and choosing random keywords to find old dialogue. Get a CRM installed and revolutionise your customer relationship management – while still using the email provider you know and love.

Below is a table comparing the aforementioned CRMs, followed by background info and links for further information.

Compare CRM software with Outlook integration

Product	Insightly	Zoho CRM	ActiveCampaign	amoCRM
Best Feature	Relationship linking	AI-powered assistant	Email marketing automation	Messaging app integration
Price	See price	See price	See price	See price
Free version	Yes	15-day trial	14-day trial	14-day trial
Outlook integration	✅	✅	✅	✅
Reporting and Analytics	✅	✅	✅	✅
Mobile Apps	✅	✅	X	✅
Process Automation	Workflow, sales, lead routing, call logging	Workflow, sales and marketing	Sales and marketing	Sales
Email templates	✅	✅	✅	✅
Social Media Integration	✅	✅	✅	X
Chat bot	X	✅	X	✅
	Read more	Read more	Read more	Read more

Insightly

Insightly, a CRM platform that provides great ways to build better customer relationships, allows a wide range of integrations – including Outlook.

You can access it from your own inbox and import contacts, files and events to Insightly from the Microsoft program.

Key Features Include:

• Managing contacts
• Using Pipelines
• Generation Reports
• Easy to navigate
• Integrations
• Keep track of projects, notes, leads and milestones

The Insightly CRM and project management system allows you to manage contacts, organisations, vendors and suppliers from within its unified system.

Using this program, you can streamline everyday processes for improved business efficiency, productivity and effectiveness.

Overall, it’s a well-designed and powerful CRM and project management tool, packed with team-friendly features. Not only will it help organise client interactions for you, it will also keep track of projects, emails, notes, leads and milestones. This is all done through an easy to navigate interface which gives users a clear 360-degree view of business networks.

Zoho CRM

With Zoho CRM you can manage sales, marketing, customer support and service/inventory management via a single system.

It is based in the cloud, so no setup is required, and can be accessed from any mobile or desktop. Therefore, Zoho CRM allows team members to work collaboratively, by giving them access to the most current information available.

Key Features Include:

• Workflow management tools
• Email integration
• Mobile integration
• Google Apps integration
• Comprehensive reporting tools
• Email marketing tools

The key feature of Zoho CRM is that it can integrate with an existing email environment, in this case Outlook. Users love the fact that it can provide them with a universal platform of communication across their organisation.

Simply put, by integrating with the existing email system, users can access new messages and reply to them directly from Zoho CRM – saving time and boosting efficiency.

Zoho CRM also has the ability to connect to many third-party apps, including Microsoft Outlook. This is great for email and calendaring, while it can also integrate with Office for documents.

Overall, Zoho CRM is a powerful solution for small and medium-size businesses and is usually available for an affordable price. It has comprehensive reporting tools, advanced CRM features and good email marketing tools.

ActiveCampaign

This easy-to-use platform combines all the aspects of email marketing and seamlessly integrates with Outlook. You can therefore create engaging emails, push them to you subscribers and see the reactions and interactions in real time.

ActiveCampaign is, above all, an affordable marketing automation tool that is very straightforward to setup and use.

Key Features Include:

• Conditional content
• Event tracking
• Combine CRM, email newsletters and marketing automation
• Holds customer data in one place
• Sales automation functionalities

Event Tracking is another superb tool from the ActiveCampaign chest. It can allow you to communicate specific actions that your contacts have previously taken, then use that data to create personalised marketing.

It really goes beyond the features of a traditional email service provider. ActiveCampaign’s creators say that it ties in a variety of email and messaging features into a robust marketing automation platform.

amoCRM

QSOFT LLC’s amoCRM goes further than the traditional customer relationship management service program. This platform can eliminate lost leads and also increase sales conversions.

amoCRM provides an intuitive, cloud-based solution that is available in any location that has connection to the internet.

Key Features Include:

• Sales Management Platform
• Cloud-based
• Better insights of sales patterns
• Customisable analytics and reports
• B2B leads and sales management tool
• Mobile access
• Wealth of integrations

It integrates with a wide range of apps and services. Other than Outlook it can also connect with a host of big names, including; WordPress, Dropbox, Google, Facebook, MailChimp and LiveChat. It also has an API available.

Above all, amoCRM is a solid platform for SMBs to fully manage customer relations. It is ideally suited to sole traders and small businsesses, though the network is strong enough to support larger users.

amoCRM’s two-way email sync can pull leads from email signatures, personal or shared inboxes, templates and integrations.

Its abundance of tools assists in managing company sales and it also comes fully scalable to meet future growth needs – without the need to change platforms or retrain staff.

Conclusion,

So, we’ve heard about a selection of some real quality CRMs. They each use email in a different way, but can all integrate expertly with Outlook.

This means that you can still go on using your trusty email service, and look after your customers simultaneously. You just need to install one of these CRMs, which shouldn’t take too much stress, and you’re away.

Take a look at the individual product pages for more information. As always, FileHippo is home to some top business software download information.

As you’re here, why not take a look at our wider range of CRM software suggestions to find your perfect match?!