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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 Project DocControl?

Project DocControl is recognized as the most comprehensive platform available for efficiently creating, managing, and tracking documents related to various projects. Crafted specifically by subcontractors for their peers, this intuitive software allows for the swift generation and dissemination of professional project documents via email. Additionally, it ensures a clear audit trail and safely stores all project data within a single, centralized database. With the MS Outlook add-in for Project DocControl, users can easily align their email correspondence with their project management tasks. When a pertinent project email arrives in Outlook, users can right-click, select the relevant project, and the system will automatically log the email into that project's communication history within the application. This efficient method minimizes the time dedicated to paperwork and email organization, enabling users to concentrate more on nurturing and building client relationships. Consequently, Project DocControl not only boosts operational efficiency but also promotes enhanced communication throughout the various stages of project lifecycles, ultimately leading to more successful project outcomes. By streamlining these processes, it empowers teams to work more collaboratively and 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

Project DocControl

Company Website

www.projectdoccontrol.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

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

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