Outlook Customer Manager

Outlook Customer Manager

Lightweight CRM for Outlook in Office 365

4.6/5 (8202 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
4.6/5
93% positive reviews
5257
Excellent
2379
Very good
450
Average
71
Poor
45
Terrible
Osamah A.

The Complete Package

Used Daily for 2+ years
Reviewed on 2019/09/10
Review Source: Capterra

I have been using Office 365 for over 7 years now and I am completely satisfied with it. It provides me with every product that I need like Word, OneDrive and PowerPoint. it runs smoothly and doesn't consume a lot of memory.

Office 365 has saved me many times when I needed to do some work and studies. I have become attached to it and I can't let it go now. it's simply my best package so far!

Pros

I am always asked to make a decent presentation, a proper and organized article, a database and many more other duties. Luckily I have Office 365. it is the absolute package that contains all of the necessary tools to get these duties accomplished.

All my favourite Softwares are gathered in one place ( Office 365 ). I use almost every product included in the package. PowerPoint to make perfect presentations to my college, Word to prepare a well-shaped article, and Excel to make some huge databases that contain tons of information and calculations!

I also use OneDrive which is a product included in Office 365 that gives you access to your files from anywhere, whether you're at home resting at your bed, or at the library studying or even in a vacation on the beach. You can access your files from literally anywhere!

One thing I like a lot about Office 365 is that once you get it, you will have it on your PC, on your phone and even on your Tablet or smartwatch!

Also, I like the fast-paced updates. with Office 365 you will always have Word, PowerPoint, OneDrive, SharePoint and many other products at the latest version as soon as it comes out!

Cons

While you can access your files at any time and from anywhere, you need an internet connection for that, so if you happen to not have an available internet connection, you will not be able to access your files at all.

Office 365 uses the latest technology and do updates for its products pretty often, Office 365 is so advanced to the point that sometimes it will not be compatible with some old systems and devices. Although you might be able to come around this problem but that process is very time-consuming.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

Microsoft meets the Web

Used Daily for 6-12 months
Reviewed on 2019/08/14
Review Source: Capterra

I like the interface, the fact that the tool is professional oriented, as great support and is still the reference when it comes to digital documents.

Pros

I've been moving away from Microsoft Office because I've been moving away from Windows for a long time, but I've never find a good Office solution that compares to Microsoft Office. Open Source solutions are a bit clunky and are not on par with the latest User Interfaces experiences, and Google Drive offers the best alternative, with less options than Microsoft Office. Since Microsoft Office offers cloud solutions as part of MS Office 365, it became a game changer. I can now properly get back to the Microsoft solution and use their tool from everywhere, knowing that I will have the proper layout in files shared with me, and vice versa. The options and tools are exactly what you could expect from Microsoft and this move toward the cloud is a very nice move.
The MS Office solution is not free, but it offers a storage of 1TB on the cloud and the licence can be shared with family members (up to 5 people).

Cons

The cloud solution still needs some improvements. I haven't been able to edit, at the same time, a document with someone else, while Google Drive offers realtime edition on any kind of files.
Microsoft offers a great solution with MS Office but seems a bit late to the "cloud party". There's still a lot to improve and I feel that it's easier now to get people on Google Drive and share documents with them, than it is on MS Office. Part of it being because MS Office doesn't offer free solution (yet).

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Michael C.

MSTeams is a top notch communication app

Used Daily for 6-12 months
Reviewed on 2019/07/28
Review Source: Capterra

Nothing but positive experiences so far and it was a welcome addition once I mentioned it was included with our sub.

Pros

- The ability to control the channels and groups
- Being able to easily get missed notifications via email
- Mobile app that is just as great as the desktop app
- Web app makes it easier for everyone to use teams with no installation
- add-ons for wiki's scheduling
- HIPAA compliant
- Able to share your screen with co-workers on the fly

Cons

- Lacks the ability to create a command like slack where you can have a bot produce a wifi code or other common knowledge that is needed from time to time

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Stefan K.

Office 365/Review

Used Daily for 1+ year
Reviewed on 2019/07/24
Review Source: Capterra

I use this program for private and business purposes, although a bit more demanding program it gives me a bit of fun while working.

Pros

The benefits of Office 365 are many, I will try to list only some.

By subscribing to Office 365 (O365), you get access to the latest versions of Office software (WORD, Excel, PoverPoint, Outlook, OneNote, etc.). Allows you to use the most advanced features in these applications that have become better at a given moment (e.g., Direct Translation of Text in a Second Language in Vord, Using Geo Cards in Excel, or Inserting 3D Visual Elements in a PoverPoint).

The full package works best with the cloud (cloud) where Microsoft gives each user a free terabyte space on their file storage servers. One terabyte is more than enough to store all the files you use on documents (photos, photos, videos, e-mails, etc.). Transferring your files to the cloud gives you several benefits:

:: Your files are available to you from any computer, tablet, and on your phones: You can share files with colleagues, even more so, work on the same file at the same time from different locations (for example, colleagues in the office and you at home, do together on the same PowerPoint presentation, and then see who made the change). These services significantly reduce the number of sent emails, then problems that arise when the organization circles several versions of the same document within the organization.

:: When all of your files are in the cloud, it means you always have a copy of your disc without the need for external disks.

Cons

There are also shortcomings in the use of O365 that some organizations can be decisive when deciding whether to switch to this service:

:: If you are not connected to the Internet, synchronization between devices will not work. This means that you may not be able to update the latest version of the file your colleague worked with using the 'cloud'.

:: Microsoft almost daily adds new features, and for some users who do not like changes, it may be a problem.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Greg P.

Has come a long ways in the past year or two

Used Daily for 2+ years
Reviewed on 2019/07/19
Review Source: Capterra

When we first started investigating Office 365 a few years ago, we could see promise in the integration possibilities, but the reality was pretty clunky, even inside of the Windows ecosytem. Now its really starting to deliver on that huge opportunity, especially between Windows, MacOS, and IOS.

Pros

Starting to realize the potential benefits of integration across Windows, MacOS, iOS

Cons

Would like to see better integration with other messaging/chat tools like Slack, etc.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

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
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • 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