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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 QuickFile365?

QuickFile365 is an innovative tool aimed at enhancing email management and organization within Microsoft Outlook, allowing users to effectively sort their inbox and categorize their emails into suitable folders. This solution enables users to seamlessly file messages from their inbox into designated Outlook folders, use Outlook categories as tagging mechanisms, and integrate folders with these categories to create structured workflows tailored to various clients, projects, departments, or topics. With predefined categories such as Urgent, Finance, HR, and To Review, users can swiftly identify and manage their communications. Moreover, QuickFile365 includes a Send & File feature that permits users to queue emails for filing right after they are sent, facilitating the batch filing of multiple emails simultaneously and reducing the need for tedious manual filing tasks. Compatible with Classic Outlook for Windows, New Outlook, Outlook on the Web (OWA), and Outlook for Mac, this application also offers a free plan for those eager to improve their email organization within Outlook. Consequently, QuickFile365 stands out as an essential resource for anyone aiming to optimize their email management procedures while saving time and effort. Overall, it demonstrates a commitment to enhancing productivity and efficiency in daily email interactions.

Media

Media

No images available

Integrations Supported

Constant Contact
LinkedIn
NetSuite CRM

Integrations Supported

Microsoft Outlook

API Availability

API Availability

Pricing Information

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

Pricing Information

$50/year
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS
Windows
Mac
On-Prem

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) Limited

Date Founded

1995

Company Location

Fiji

Company Website

www.standss.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

Email Management

Not specified

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