Outlook Customer Manager

Outlook Customer Manager

Lightweight CRM for Outlook in Office 365

4.6/5 (8279 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
5293
Excellent
2413
Very good
457
Average
71
Poor
45
Terrible
Arturo M.

Good software for team communication

Used Daily for 6-12 months
Reviewed on 11/10/2019
Review Source: Capterra

overall it is a good software, capable for quick and easy meetings and lots of integration with Microsoft products.
Maybe it lacks some fancy features like the ones you can find in GoToMeeting, but Teams is already included in some Microsoft business packages, so no separated config needed.

Pros

Teams aims to be a full communication software for developements teams. With this in mind, it includes both written and audio/video chat.
Something nice about Teams it is that the written chat is not a secondary feature behind the audio/video meetings, but it is part of the main feature.
It allows to create one-to-one chats, like a direct messaging software, but also allows to create team chats, group chats and so on. Is good to indicate that the teams can be defined as a different entity from the gropus and you can invite people from different teams to a same group, or maybe ivite a whole team to chat with some other people... it is very flexible regarding this.
Another interesting feature is the posibility to share files within a chat, and that the files are stored to be downloaded at any time while the chat is not deleted. And you can check the files shared on a group by just clicking on a button.
The same thing happens with the audio/video meetings. You can call a single person or several at a time. You can share screen to present something, request control of the presenter screen and also if using a Wacom tabled or a Microsoft Surface, you can share a whiteboard where every participant can draw.
Beside this, the quality of the audio/video calls is just perfect when you've a good internet connection.

Cons

It requires a very stable internet connection. Athough this is something common in video-conference software, with Teams is a bit extra problem since a network with ver little unstability causes the audio/video quality to drop too mucha and even kick you out of the meeting, after what you need to join again.
The inexistance of a native Linux client is also a really big downside for me.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Steve F.

The only product for business and office productivity but licensing is troublesome and expensive

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

All the Office products are a requirement for creating documents that are shareable and usable with others. They are all "feature-rich" and with them you can create documents and presentations that can really impress others. However, licensing and in particular the transfer of licenses is impossible for the pre-subscription products. There is no way to move such a license to a different PC without manual intervention of Microsoft people over the phone. Microsoft really wants to force users and corporations to move to a subscription service (Office 365) instead of purchasing and installing "Office Pro 2019". And because of that, there is no "upgrade path" for any of the pre-subscription products to the next version or to a subscription (Office 365). Besides changing their type of revenue and increasing their cash flow, they have gone way to far to prevent people from pirating their software. That effort has made the maintenance of their non-subscription products so very, very unfriendly and costly. And look out - Windows will become a subscription product soon and we will we will be paying a monthly/yearly fee to use it.

Pros

It is the de facto standard for creating all types of documents for daily use in an office. With an Office 365 subscription, you always have the latest versions available without having to buy an upgrade or manually download updates.

Cons

As the versions have progressed, all the products have become increasingly harder to use and they require in-depth knowledge of the Microsoft Ribbon in order to find the functions you need. The "help" documentation is poor at best and answers to operational and use questions are almost always found on other websites, not Microsoft's sites. The ribbon has been forced onto users and there is no way to revert to older versions of command lists and menus. And Microsoft does not provide the ability to search for commands and learn where they can be found in the ribbon. This makes it impossible to learn how to use the products by using them. I've used the products for years and I still, constantly, have to "google" to find where commands are and how to use them. Also, since all the Office products are constantly "improving", Ribbon and menus change in their method of organization which quickly invalidates any help you might find on Microsoft sites and other 3rd party sites. Instructions dealing with "click this and then click this and choose this" need to change with each version and they do not. Worst of all, Microsoft had decided to make all their "apps" into "tablet friendly" ones with larger buttons and greater spacing between buttons. This has reduced the area to display commands and made the ribbon and menus more complex with several more drop-downs and several more clicks required to get to the command you which has and continues to make the products harder to use.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Tami N.

It may not be totally free for Non-Profits, but it's worth the small price!

Used Daily for 2+ years
Reviewed on 03/10/2019
Review Source: Capterra

Where many in our church wanted to, and do, use Google Docs / G Suite because they either want something free for their limited use or don't understand that you can do collaboration in Office 365, the business office of our church fought to stay with Office 365 because it's easier when you get into more than just creating text paragraphs on a page. You may not have the design level of something like Adobe InDesign, but you can create beautiful documents, tables, presentations, and a host of other items that are essential to church communications.

Pros

Years of advancements make Office the clear winner for business applications over G Suite
The templates that come with Office 365 applications and the ones you can find online
Easy offline use
Ability to use with documents created in Google Docs / G Suite by parishioners
SharePoint has great features that the G Suite collaborative environment doesn't have

Cons

Inability to create groups in Exchange that do not include email addresses outside of your domain
The one Office 365 application that hasn't advanced a great deal is PowerPoint - but it still gets the job done if you aren't trying to do anything too fancy as long as you avoide Death by PowerPoint bulleted text

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Manuel D.

Best option, Better if you use Windows OS

Used Daily for 6-12 months
Reviewed on 29/09/2019
Review Source: Capterra

The overall experience is very good, aside from the issues using it on macOS or the lack of apps for Linus systems, on windows works flawlessly and is a software we can trust to get our job done

Pros

It has many features, every update we find more features that makes the job easier, it is very stable and the sync with onedrive makes it very trust-able since the job is always on the cloud . On windows

Cons

The very most issue of this software is the lack of compatibility or compatibility issues with other systems than Microsoft Windows. Using it on MAC OS Mojave, I have found so many issues mostly with Onedrive, it stops synchronizing because of the name of the files, updates had came, for macOS and for office 365, the issue stills happens at least once a week.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10
Dan C.

Microsoft Teams crushes Slack!

Used Daily for 6-12 months
Reviewed on 30/09/2019
Review Source: Capterra

We wanted to get ahead of the sun setting of Skype for Business and realize the benefits of Teams collaboration capabilities.

Pros

Microsoft Teams provides all of the functionality of Skype for Business, but with a better user experience. The audio and video quality is excellent. The collaboration features are by far the best I've experienced. Simple to deploy, easy to use, I cannot say enough good things about Teams.

Cons

Without proper governance, this product will sprawl easily within your organization. Take some time to setup business rules and remove the default permissions, enabling the proper security and administration of the application.

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

  • 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