Upfront Conclusion

The best outlook CRM right now is Salesforce and HubSpot

There are various different CRM companies and software options for Outlook. Here, you can compare and contrast the ten best options to help you decide which one is best for your business. Each software presented here has plenty of features to help grow your business and improve sales.

Top 10 Best Outlook CRMs

  1. Salesforce – Best CRM for start-ups
  2. HubSpot CRM – Best CRM option for big businesses that use Outlook
  3. Pipedrive – Best CRM for sales reps
  4. Microsoft Dynamics 365 – Best for large companies that love the Microsoft product suite
  5. Keap – Best CRM for sorting small business contacts
  6. SalesFlare – Best CRM for B2B sales teams
  7. Zoho CRM – Best marketing-focused Outlook CRM
  8. Freshsales – Best CRM for entrepreneurs who use Outlook
  9. Kintone – Best for a more personalized Outlook CRM
  11. Insightly – Best Outlook CRM for Marketing and Sales Managers

1. Salesforce Essentials – Best CRM for start-ups

PRICING: 1 plan option

  • Billed monthly, per user – $35.00
  • Billed annually, per user – $25.00

If you’re a business owner with a small or start-up company, then the Salesforce Essentials plan is the perfect option for you. Its interface is simple but robust, and it offers plenty of integration and reporting options for a price that won’t break the bank.

KEY FEATURES:

  • Integrates with Outlook with a walk-through guide
  • Manage customer data and interactions
  • Cloud-based software keeps your team working everywhere

REASONS TO BUY:

  • Customizable reports and dashboards
  • Integration through DocuSign, DropBox, Zapier, and more
  • Email marketing ability

REASONS TO AVOID:

  • Javascript code can cause page lagging and may need to be optimized
Try Salesforce

2. HubSpot CRM – Best CRM option for big businesses that use Outlook

PRICING: 4 plan options, billed monthly

  • Free
  • Starter – $45.00
  • Professional – $450.00
  • Enterprise – $1,200.00

HubSpot makes it easy for Outlook-based customers to automate sales and marketing processes so that it’s as efficient and you can keep on top of everything, no matter how many different channels are being used.

KEY FEATURES:

  • Offers a range of tools and capabilities
  • Contact, lead, and opportunity management features
  • Campaign success tracking

REASONS TO BUY:

  • Customizable email and workflow templates
  • Customer list management
  • Real-time customer insights

REASONS TO AVOID:

  • Plan tier upgrades can jump in price quickly, so make sure you’re prepared to pay more as you grow
Try Hubspot

3. Pipedrive – Best CRM for sales reps

PRICING: 4 plan options, per user

  • Billed Monthly
    • Essential – $18.00
    • Advanced – $33.00
    • Professional – $59.00
    • Enterprise – $119.00
  • Billed Annually
    • Essential – $12.50
    • Advanced – $24.90
    • Professional – $49.90
    • Enterprise – $99.00

Pipedrive is a simple CRM that gives you real insight on how your sales team is performing. It was built with a sales-based focus, meaning it was designed by people who understand the sales workflow. With Pipedrive, it’s easy to set up a customized process for tracking leads, connecting with customers, and closing deals—all in one place.

KEY FEATURES:

  • Prioritizes contacting leads, managing relationships, and closing deals
  • Automatically import contact information from a spreadsheet
  • Create custom filters for your sales pipeline

REASONS TO BUY:

  • 24/7 chat and email support
  • Set follow-up reminders for yourself or assign tasks to colleagues
  • AI-powered tools to personalize communications and notifications when a lead opens an email

REASONS TO AVOID:

  • Email marketing isn’t supported by this software, but it does integrate with Outlook on mobile
Try Pipedrive

4. Microsoft Dynamics 365 – Best for large companies that love the Microsoft product suite

PRICING: 10 plan options, per user, billed monthly

  • Customer Data Platform – From $200.00 – $1,500.00
  • Sales – From $162.00 – $20.00
  • Service – From $20.00 – $95.00
  • Marketing – From $750.00 – $1,500.00
  • Commerce – From $30.00 – $1,000.00
  • Supply Chain – From $30.00 – $300.00
  • HR – From $30.00 – $120.00
  • Finance – From $30.00 – $180.00
  • Project Management – From $30.00 – $120.00
  • Small & Medium Business – From $20.00 – $100.00

Microsoft Dynamics 365 is a unified CRM & ERP package. It’s the best fit for larger businesses whose teams are already fully invested in using the other Microsoft suite of products. Microsoft’s extensive feature list and rich ecosystem place Microsoft Dynamics 365 above the rest.

KEY FEATURES:

  • Workflow automation options using AI
  • Access from any device with this cloud-based CRM
  • Dissolve silos by integrating all business departments within this solution

REASONS TO BUY:

  • Scalable to the size of your operation
  • Use only the features you need based on the diverse plan options
  • Ability to customize with apps and integrations

REASONS TO AVOID:

  • Can take training to set-up and is also fairly expensive per user

5. Keap – Best CRM for sorting small business contacts

PRICING: 4 plan options, billed annually

  • Free
  • Lite – $59.00 per month
  • Pro – $129.00 per month
  • Max – $199.00 per month

Using the tools in Keap, you can easily organize the contacts within your company to help grow your business. This software offers four plans for managing contacts and customers and is also a great sales pipeline management system.

KEY FEATURES:

  • Sales and Marketing task, distribution, and communication automation
  • Create customized sales pipelines to help close sales
  • Handle payments and invoicing

REASONS TO BUY:

  • Can be a complete product fix for small businesses
  • Easy to use campaign builder
  • Integrates with ecommerce tools

REASONS TO AVOID:

  • Keap can be difficult to learn so it may take some training before your team can fully use it

6. SalesFlare – Best CRM for B2B sales teams

PRICING: 3 plan options, per user, billed monthly

  • Growth – $29.00
  • Pro – $49.00
  • Enterprise – $99.00

SalesFlare is a top-rated CRM for B2B companies. It pushes follow-ups on leads so you can increase sales and engagement. Salesflare makes it easy for your sales team by pulling from multiple sources so that you always have the most up-to-date information on all of your leads.

KEY FEATURES:

  • Manage your sales pipeline from prospecting through to deal close
  • Provides reporting on the performance of your sales team
  • Simple Outlook and calendar integration

REASONS TO BUY:

  • Track leads, log and analyze sales activities, and close more deals
  • Easily implement sales automations
  • Built-in mobile app

REASONS TO AVOID:

  • Gathers information from many sources and your employees fight the install process

7. Zoho CRM – Best marketing-focused Outlook CRM

PRICING: 4 plan options, per user, billed monthly

  • Standard – $14.00
  • Professional – $23.00
  • Enterprise – $40.00
  • Ultimate – $52.00

Zoho CRM assists with developing a pipeline to help manage your sales process and create targeted marketing campaigns with built-in analytics. Through this, it also provides exceptional customer service that will keep customers coming back for more.

KEY FEATURES:

  • Contact organization
  • Organize lead management and track how you’re being found
  • See sales projections

REASONS TO BUY:

  • Customize workflows
  • Marketing channel management
  • Social media lead integration

REASONS TO AVOID:

  • Getting help from their support team can be time consuming

8. Freshsales – Best CRM for entrepreneurs who use Outlook

PRICING: 4 plan options, per user, billed monthly

  • Free
  • Growth – $15.00
  • Pro – $39.00
  • Enterprise – $69.00

Freshsales enables lead capture and distribution, along with outstanding reporting capabilities. It’s so powerful that you can even make sales calls right through the software itself using the Freshcaller built-in calling service. It also integrates seamlessly with the rest of your workflow.

KEY FEATURES:

  • Integrate your customer data into Outlook
  • Access tools that help you increase sales and gain better insights on web traffic
  • Customer touchpoints such as email, phone, and chat

REASONS TO BUY:

  • Modern reporting options
  • Numerous software integrations
  • Software is newer to the market, so it is still being updated with new features

REASONS TO AVOID:

9. Kintone – Best for a more personalized Outlook CRM

PRICING: 1 plan option, per user, billed monthly

  • $24.00

Interested in a CRM that goes beyond the basics and allows you to refine your processes? Kintone is your answer. It gives you the ability to build custom apps that fit the collected data you need to review in one place. This is a great software to collect client data and follow-up with potential customers.

KEY FEATURES:

  • Develop custom forms and customize reports
  • Create and pull from custom databases
  • Review your sales process with in-depth reporting

REASONS TO BUY:

  • Cloud-based access
  • Straighten out the sales process so leads get taken care of quickly
  • Customizable user dashboards give everyone on your team a clear picture

REASONS TO AVOID:

  • The mobile app does not provide as much functionality as the desktop

10. Insightly – Best Outlook CRM for Marketing and Sales Managers

PRICING: 3 plan options, per user, billed monthly

  • Plus – $29.00
  • Professional – $49.00
  • Enterprise – $99.00

Insightly has separate functions for marketing and sales, which helps you to streamline your company’s goals into one place and helps balance the purpose of your company. By having one central location, Insightly allows you to integrate these teams into one platform where all users can access the same information at any time.

KEY FEATURES:

  • Project management capabilities for marketing and sales
  • Lead routing tool helps the right employees assist the right customers
  • Convert won leads to new projects quickly

REASONS TO BUY:

  • Create custom apps with Insightly’s APIs
  • Various software integrations
  • Mobile app to add projects or business updates in real time

REASONS TO AVOID:

  • Not the right choice for large businesses or businesses that separate their sales and marketing software

Frequently Asked Questions

What is the best Outlook customer manager?

Managing small business contacts can be a hassle, but Keap is the best option for sorting small business contacts. It has great features for marketing, sales, campaigns, and analytics.

What is the best free CRM with Outlook integration?

HubSpot and Freshsales both have free CRMs. If your business puts revenue at the center of its operations but still wants a free solution, you might want to go with HubSpot as it’s scaleable. Freshsales has some of that functionality as well, but it’s not quite as advanced as HubSpot.

References/Sources

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