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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 EmailMerge365?

EmailMerge365 is an Outlook add-in designed to streamline the process of crafting and sending personalized bulk emails within the Microsoft 365 ecosystem. It enables users to choose recipients from their Outlook contacts or import lists from Excel, allowing for customized content and subject lines through the use of merge fields. The add-in provides message previews and the ability to utilize reusable templates, as well as options for sending emails either right away or on a scheduled basis through the user's Microsoft 365 mailbox. Additionally, it includes optional tracking plans that offer valuable insights into email engagement metrics such as opens and link clicks, though there is a limit of 200 emails per tracked merge. This tool is perfect for individuals and organizations looking to distribute tailored announcements, newsletters, invitations, and various group communications using Outlook. Furthermore, EmailMerge365 is compatible with Classic Outlook for Windows, the New Outlook, Outlook on the web, and Outlook for Mac, making it a flexible solution for a wide range of users. Its versatility ensures users can efficiently handle their bulk emailing tasks regardless of the platform they are using. As a result, EmailMerge365 serves as a robust resource for enhancing communication and engagement through personalized outreach.

Media

Media

Integrations Supported

Constant Contact
LinkedIn
NetSuite CRM

Integrations Supported

Microsoft 365
Microsoft Excel
Microsoft Outlook

API Availability

API Availability

Pricing Information

$25.00/month/user
Billed Annually. 20 day free trial.
Free Trial Offered?

Pricing Information

$100/user/yearly
A free tier allows up to 10 emails per merge. EmailMerge365 Pro is US$100/year. The separate tracking plan is US$200/year or US$25/month and tracks up to 200 emails per merge. Multi-license discounts are available.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

SalesOutlook, Inc

Company Location

United States

Company Website

www.salesoutlook.com

Company Facts

Organization Name

Standss (South Pacific) Pte Limited

Date Founded

1995

Company Location

Fiji

Company Website

www.emailmerge365.com

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

Mail Merge

Not specified

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