Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • BrandMail Reviews & Ratings
    276 Ratings
    Company Website
  • WiseStamp Reviews & Ratings
    590 Ratings
    Company Website
  • Crexi Reviews & Ratings
    3,130 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    8,428 Ratings
    Company Website
  •  monday sales CRM Reviews & Ratings
    1,500 Ratings
    Company Website
  • Repfabric Reviews & Ratings
    52 Ratings
    Company Website
  • CallTools Reviews & Ratings
    449 Ratings
    Company Website
  • Nimbler Reviews & Ratings
    33 Ratings
    Company Website
  • CallTrackingMetrics Reviews & Ratings
    844 Ratings
    Company Website
  • EngageBay Reviews & Ratings
    1,472 Ratings
    Company Website

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 MatterLink?

Organize and oversee critical matter information while ensuring its accessibility from a centralized platform. Make it easy to access matter and contact information for documents, and facilitate the sending of matter schedule updates directly to Outlook. MatterLink is distinguished as a robust and flexible solution for managing matters. As a key component of the BEC CoreRelate Suite, MatterLink seamlessly integrates with Docket Enterprise, Schedule Express, LegalBar, and Assemble-It. Designed to serve as a comprehensive client and matter database within Microsoft Office, MatterLink offers immediate and convenient access to essential matter information right when users need it, especially during their work in Microsoft Word and Outlook. By optimizing the organization and centralization of matter information, MatterLink significantly boosts overall efficiency. Additionally, its intuitive data entry features enhance user experience, while its exceptional integration capabilities and import tools facilitate the easy transfer of existing matter data from various platforms like Word, Outlook, Excel, and manual systems directly into MatterLink. This seamless functionality not only conserves time but also enhances the precision of data management throughout the organization. Ultimately, MatterLink empowers users to work smarter and more efficiently, elevating the standard for matter management solutions.

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

BEC Legal Systems

Date Founded

1943

Company Location

United States

Company Website

www.beclegal.com/solutions/matter-contact-management/matterlink/

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

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Popular Alternatives

Popular Alternatives

Selah Central Reviews & Ratings

Selah Central

Selah Legal Technology
OfficeCalendar Reviews & Ratings

OfficeCalendar

Lookout Software
Legal Files Reviews & Ratings

Legal Files

Legal Files Software, Inc.
DragDrop Reviews & Ratings

DragDrop

HUSS
CaseMap Reviews & Ratings

CaseMap

LexisNexis
Wolters Kluwer Passport Reviews & Ratings

Wolters Kluwer Passport

Wolters Kluwer