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What is SalesOutlook CRM?

SalesOutlook's Outlook CRM seamlessly integrates with Microsoft Outlook, delivering a robust solution for customer relationship management (CRM) alongside an efficient email marketing platform. All customer information is effortlessly synchronized with our Outlook-centric CRM, eliminating the need for a separate MS SQL server database, as all data is securely stored within the respective contact profiles. The SalesOutlook CRM leverages Microsoft Outlook for organizing and preserving all files and email exchanges, ensuring that users have everything they need in one place. With its user-friendly design, SalesOutlook Outlook CRM provides numerous features that enhance the overall experience for users. You can easily drag and drop contacts into various lead categories, such as "Opportunity" or "Customer Inquiry," directly from your email interface. By right-clicking on a customer's name, users can quickly access their contact details, making navigation straightforward and efficient. Our specialized Outlook CRM is designed to optimize user productivity by utilizing a communication medium that is widely adopted, ensuring that managing customer relationships is both effective and convenient.

What is Advanced Business ERP?

The ADV software optimizes the complete sales workflow through a unified interface, enabling tasks from budget creation to order fulfillment and invoice generation. When drafting a quote, you have the convenience of emailing it directly to the client and tracking all dispatched quotes until they successfully convert into actual sales. To start a budget, you can navigate to Launches \ OS Sales \ OS Sales and choose the New Budget option, or alternatively, right-click on the desktop, select Sales OS, and then click on New Budget. Customers can be identified by entering the initial letters of their name; to search with just the first letter, simply hit enter, and for a partial name search, click the button next to the input field. If the customer is not already registered in the system, you can easily add them by clicking on the underlined customer field. After selecting the customer, you can click the button at the top to access relevant details such as the seller, payment terms, payment type, and carrier information, ensuring you have all necessary data before finalizing the budget. This cohesive method not only boosts operational efficiency but also significantly enhances communication with clients throughout the sales journey, fostering better relationships and smoother transactions. It allows for a more organized approach to sales, leading to improved outcomes and increased customer satisfaction.

Media

Media

Integrations Supported

Constant Contact
LinkedIn
NetSuite CRM

Integrations Supported

Constant Contact
LinkedIn
NetSuite CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$25.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SalesOutlook, Inc

Company Location

United States

Company Website

www.salesoutlook.com

Company Facts

Organization Name

ADV Tecnologia

Date Founded

1994

Company Location

Brazil

Company Website

www.advtecnologia.com.br/

Categories and 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

Categories and Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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