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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 FocusMe for Outlook?

Ceptara's FocusMe application is designed as an add-in for Microsoft Outlook versions 2010, 2013, and 2016, with the primary goal of improving concentration for both you and your team. This innovative tool enhances organization through features like 5D email processing and allows for efficient management of emails, tasks, appointments, documents, and notes, all categorized by project. Additionally, it includes robust support for task planning, time tracking, and timecard functionalities, catering to various productivity needs. Among its diverse task planning tools are Gantt charts, MindMaps, and a feature that displays free and busy schedules, providing a comprehensive overview of availability. Users can track actions through email delegation, ensuring that follow-up tasks are automatically linked to relevant contacts. FocusMe also integrates with our FocusSync cloud service, which guarantees that your projects, focuses, and workspaces are synchronized and accessible on multiple devices, enhancing flexibility. Moreover, the application incorporates our FocusMe for Excellence (FME) methodology, which assists in effectively organizing projects, pinpointing areas that need attention, and streamlining the processing of collections like emails and notes. By simplifying these workflows, FocusMe significantly enhances productivity while promoting improved teamwork and collaboration among team members. Ultimately, the combination of these features ensures that users can maintain peak performance and achieve their goals more effectively.

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

Ceptara

Date Founded

2002

Company Location

United States

Company Website

www.ceptara.com/products/focusme

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

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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