Outlook Customer Manager

Outlook Customer Manager

Lightweight CRM for Outlook in Office 365

4.5/5 (7339 reviews)

Outlook Customer Manager Overview

Outlook Customer Manager is a lightweight customer relationship management (CRM) tool for Outlook as part of Office 365. Currently, Outlook Customer Manager is being rolled out to Office 365 Business Premium subscribers in the First Release program, and will be released worldwide in the coming months.

Outlook Customer Manager is designed to assist small businesses in managing their customer relationships, by providing a complete view of all interactions with each customer, generating reminders for upcoming meetings and deadlines, and enabling users to track all in-progress deals and tasks. Customer information is automatically gathered from call logs, emails, and calendars within Office 365, organized and presented as a timeline alongside the Outlook inbox. Details such as calls, emails, meetings, files, notes, tasks, deals, and deadlines are all presented in the timeline, to prevent users from needing to manually enter or search for customer data. Data can be shared with other team members, enabling any user to take a customer’s call with access to all the necessary information, including recent calls, upcoming meetings, and deal stages.

Tasks in Outlook Customer Manager can be associated with a particular contact, company, or deal, and a list of the most important deals and customers is automatically generated and presented as the ‘Focused’ list, to assist users in prioritizing their time. Deals can also be listed by priority, amount, stage, and close date. The Outlook Customer Manager mobile app gives users access to customer and deal information from anywhere, allowing quick check-ins before meetings, and the creation of new contacts from scanned business cards.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish and 15 others, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish

Outlook Customer Manager Reviews

Overall rating
4.5/5
93% positive reviews
4675
Excellent
2142
Very good
419
Average
68
Poor
35
Terrible

Office 365 provides value and lowers the cost of email ownership

Used Daily for 2+ years
Reviewed on 5/8/2019
Review Source: Capterra

I have been a user of Office 365 both personally and professionally since the product's early days. I have migrated email from on-premise Exchange servers, Google Suite, and ISP Pop accounts to Office 365. Early on I used 3rd party tools for the migrations. Office 365 now offers (for a little while now) the ability to migrate with no costs (such as using a 3rd party app) and utilizes Azure storage to get the job done. Office 365 is feature rich and truly offers a lower cost of ownership.

Pros

Tight integration with Microsoft Outlook (unlike other email platforms). This is most noticeable with contacts and calendars, including sharing. The subscription-based model allows for easy updates to the latest Office software while being able to control if those updates should be deployed at all. This helps to keep all users on the same version without the concern of having to buy upgrade licenses and perform a traditional software rollout. The ability to save directly to OneDrive and/or Sharepoint with applications such as Word or Excel is extremely valuable and is a great solution for small organizations that have no local central storage or tend to save items directly on their own PCs. Email accessability is simple via web, mobile, and desktop. Storage space is sufficient and can be expanded easily (for an additional cost). Tenant management is very easy to use and navigate - most areas are very self-explanatory (help is easily accessible as well).

Cons

Office 365 has matured quite well. Early on, tenant management was a little clunky and over time features have been added. A wish-list item would be wider acceptance for OneDrive integration with 3rd party apps - similar to DropBox.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Back and Forth Conversation Emails Are a Thing of The Past!

Used Daily for 1+ year
Reviewed on 5/7/2019
Review Source: Capterra

Teams has signalled a shift in the way those in our business communicate with one another. It has meant that instead of emailing back and forth, users now use Teams to IM one another. No longer do users attach files to emails and send them to one another; now they simply share files quickly and easily through Teams. This increased communication between colleagues and departments along with increased sharing of resources and collaboration on work projects has improved productivity significantly.

Pros

Teams is a very user-friendly application that facilitates communication between individual users and whole departments. IM capabilities mean that users can message one another to collaborate on projects and share ideas. Files and documents can be shared with others, and Teams also has audio/calling conferencing capabilities (part of Microsoft's vision to deprecate Skype for Business in favour of Teams) meaning users can meet and share ideas even if they are at home or away from the office. The mobile app allows you to chat to colleagues when you aren't at your desk. If users are part of a departmental team, they can view these teams within the app; they can message other team members, share files, and use other Microsoft-specific apps such as Planner or SharePoint if they have been set up. Meeting scheduling is also available from within Teams, linking up with your Outlook calendar. For administrators, it is easy to deploy and maintain the Teams application using GPOs, and the application itself is self-updating on startup.

Cons

Teams currently installs to the user's 'AppData Roaming' folder, which means that it is installed separately for every user that logs into the computer. It is quite resource intensive to run the applications compared to other communications apps. However, both of these issues have been flagged for review on the Microsoft Teams suggestions and feedback website, suggesting they will be rectified in a future release.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

9.0/10

Office is always up-to-date!

Used Daily for 2+ years
Reviewed on 4/30/2019
Review Source: Capterra

Always kept up to date with the latest features and security patches.

Pros

I love that Microsoft has invested so much on Office365 (obviously since it's a major bread-and-butter source of income for them). Given this, you really feel that MS has a great and huge team behind it. And so, I love that it keeps on improving over time via the regular updates and patches. Now, I feel that I get the new features soon after it gets released, and I feel secure as well from threats of malware, bad scripts, macros, and what have you.

Office365 is the office we have grown up with in the boom of word and spreadsheet processing. This is a must for compatibility issues as most, if not all, of my contacts use MS products. And so, to avoid incompatibilities, or having to destroy the document layout and formatting, better use the same Office365 (and oh, btw, it is also backward compatible for those left behind in the MSO standalone versions).

Office365 is also connected to my MS OneDrive, and so all my documents are readily accessible in one place. Also, this allows me to share my documents to other people and to work on them together. Pretty cool.

Cons

Compatibility with other word/spreadsheet processor apps out there like LibreOffice and GoogleDocs/Sheets. Why can't they just agree on how to save and handle documents, eh? The closed source nature of MSO365 makes it difficult at time to work with other apps mentioned as it destroys the formatting most of the time. So, I tend to share via PDF, but that is not editable.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Not the Microsoft of the mid 2000s.

Used Daily for 2+ years
Reviewed on 4/30/2019
Review Source: Capterra

I'm the Dir of Technology for a small independent elementary school. I've seen the trends and frustrations and familiarity on peoples' parts swing from Office to Google and back again. I am often challenged by how much to learn there always is when looking at all of the capabilities, but genuinely enjoy the challenges because I learn something more about how to do my job better. There are small oddities at times that will make you scratch your head because two parts that were developed separately don't quite behave perfectly when they overlap [ Create a "Faculty Notebook" in OneNote / O365 for EDU and you can add other "Admins" to it to manage or contribute. Elevate and Office 365 group to a team and OneNote notebook because a StaffNotebook, but you cannot add another teammate as an admin on it because it originated in Teams and not OneNote. ] These are the sort of unexplainable behaviors that popcorn into the back of your head when you're using getting comfortable with scripting new user account creation via PowerShell in to your Office 365 environment (something I never thought I'd do) and keep you from 100% trusting it even though you can find a hundred ways to apply things in different methods or combinations to solve any problem you throw at it. Long way to say that I love Office 365 which is why it is so frustrating when it falters because I expect better of it.

Pros

Office 365 was a powerful move to the cloud and leveraged the familiarity of the Office Suite with the connectivity and enabling of collaboration on the cloud. At first, the cloud versions of familiar software was rough around the edges and missing a lot of the functionality that people knew in the desktop versions, even if they didn't use them regularly (or ever). Over time, Office 365 has steadily improved its various offerings, added more feature parity between the desktop and online versions and begun to integrate more seamlessly with workflows for a variety of people. With some vision of what "work" looks like outside of generating letter-size pieces of paper with text and images on it, the variety of tools surrounding the classic presentation, word processing, and spreadsheet software have introduced new methods for communicating and creating content together.

Cons

Sometimes the level of options can be overwhelming. Even with a fair amount of experience, it can be tricky to stay on top of changes or know all the ins and outs. The rapidity with which they address fixing problems is also applied often to perceived problems and that can lead to feeling like the documentation is always out of date or non-applicable and no one knows the right or simple answer to things.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

Office 365 Actually Helps You to Be More Productive And Saves You Time!

Used Daily for 2+ years
Reviewed on 4/25/2019
Review Source: Capterra

My overall experience with Office 365 has been excellent since day 1. I appreciate the ability to install up to 5 licenses, the constant innovation from Microsoft to improve how I can be productive, and overall developing a platform that truly allows me to achieve more :) I fully endorse and recommend Office 365 to anyone and compared to any productivity platform world wide.

Pros

As a Microsoft Office user for 12+ years, Microsoft has done a lot to innovate their productivity platform. In particular, Office 365 has tons of differentiated value:
1. You receive unlimited upgrade rights to the latest versions. No other types of productivity software provides this option.
2. The amount you receive in the suite is amazing... from Outlook to OneNote to Publisher, the Office Suite gives you the tools you need to transform your business.
3. Co-authoring - This is not just Office to help you be productive. This is Office that allows everyone to be productive at the same time. The co-authoring feature allows people to collaborate and work on documents together even if they're on the opposite sides of the world.
4. Office 365 is secure. The concept of no news is good news applies in this case from a security perspective. Microsoft does an excellent job ensuring that their user's data is secure in the cloud, and that alone is one of the most important differentiated value.
5. The UI is easy to navigate through, and I have personally taught both kids and older folks how to use Office 365 in minutes. Microsoft did a great job creating a navigation pane that is easy to go through.
6. Office Mobile is also great. As a mobile user that travels a lot, it's very helpful for me to view documents through my phone and still be able to view and edit the rich features of Office. I can't say this applies to Microsoft's competitors.

Cons

There are a few cons as it relates to Office 365:
1. For those that are finance conscious, the subscription model does not really resonate with everyone. And if you want to buy the perpetual license, it's ridiculously expensive...
2. Skype for Business needs to stop dropping users from calls in the middle of calls. It happens too often, and even though the potential solution is to move to Teams, Skype for Business in terms of quality calls, needs to stand alone and work better.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Outlook Customer Manager Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

Outlook Customer Manager Features

  • Automatic Reminders

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Outlook Customer Manager

Key features of Outlook Customer Manager

  • Auto-populated timeline
  • Automated reminders
  • Business card scanning
  • Call logs
  • Complete view of interactions with each customer
  • Contact & deal sharing with teams
  • Deal tracking
  • Emails
  • Files/documents
  • Meeting invites
  • New contact creation
  • Notes
  • Prioritizing
  • Task creation
  • Task tracking
  • Tasks associated with contacts, companies & deals
  • Timeline next to Outlook inbox
  • Upcoming meetings
  • ‘Focused’ list of important customers & deals
  • ‘Today’ page

Benefits

  • Customer information, including calls, meetings, emails, tasks, notes, files, deadlines, and deals, are automatically organized into a timeline which is displayed alongside the Outlook inbox.

  • Tasks can be associated with deals, companies, and contacts, and reminders are automatically surfaced by Outlook Customer Manager.

  • Deals can be listed according to their stage, priority, close date, and amount, and a 'Focused' list of important deals and customers is generated automatically to assist users in prioritizing their time.

  • Customer information can be shared with other team members, enabling any team member to take a call with a customer and access all of the necessary information, such as deal stage information, recent calls, and upcoming meetings.

  • The Outlook Customer Manager mobile app allows users to check customer information and recent communications on-the-go, such as before a meeting, record notes of customer interactions, and scan business cards to create new contacts.

  • Outlook Customer Manager FAQs

    Below are some frequently asked questions for Outlook Customer Manager.

    Q. What type of pricing plans does Outlook Customer Manager offer?

    Outlook Customer Manager offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

    Q. What are the main features of Outlook Customer Manager?

    Outlook Customer Manager offers the following features:

    • Auto-populated timeline
    • Automated reminders
    • Business card scanning
    • Call logs
    • Complete view of interactions with each customer
    • Contact & deal sharing with teams
    • Deal tracking
    • Emails
    • Files/documents
    • Meeting invites
    • New contact creation
    • Notes
    • Prioritizing
    • Task creation
    • Task tracking
    • Tasks associated with contacts, companies & deals
    • Timeline next to Outlook inbox
    • Upcoming meetings
    • ‘Focused’ list of important customers & deals
    • ‘Today’ page

    Q. Who are the typical users of Outlook Customer Manager?

    Outlook Customer Manager has the following typical customers:

    Small Business

    Q. What languages does Outlook Customer Manager support?

    Outlook Customer Manager supports the following languages:

    Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish

    Q. What type of pricing plans does Outlook Customer Manager offer?

    Outlook Customer Manager has the following pricing plans:

    Subscription

    Q. Does Outlook Customer Manager support mobile devices?

    We do not have any information about what devices Outlook Customer Manager supports

    Q. What other apps does Outlook Customer Manager integrate with?

    Outlook Customer Manager integrates with the following applications:

    Cliently, Office 365

    Q. What level of support does Outlook Customer Manager offer?

    Outlook Customer Manager offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support