Outlook Customer Manager

Outlook Customer Manager

Lightweight CRM for Outlook in Office 365

4.6/5 (7916 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
5087
Excellent
2287
Very good
434
Average
67
Poor
41
Terrible

“Cloud based with the backing of massive MS network”

Used Daily for 2+ years
Reviewed on 18/07/2019
Review Source: Capterra

as of now, O-365 is a next generation solution. Apart from the doubts over security, we have the advantages stated above. The best benefit is the saving on expensive hardware, storage space, energy costs and maintenance. In fact as all the software maintenance is done by Microsoft, we get better solutions from experts at no extra costs. You don’t need to have any additional storage gadgets, as everything is on the cloud.
Depending on the purpose and the number of users, this system a scalable.
Although there are question marks over cloud applications, Microsoft has done their best to adopt highest possible defenses against threats and is continuously engaged in improvements.

Pros

The first thing that reminds me about O-365 is that it’s on the cloud. As we are still in an infant stage of cloud tech, there are both pros and negatives, but definitely in time, technology will improve to a stage, you can expect anything. Let’s assume there’s not going to be a jailbreak.
Having said that, there certainly are pros in the current scenario. You are on the cloud means you are armed with some godly powers. No servers ‘on premises’, no ‘restricted’ storage areas for servers, no maintenance costs and you have the freedom of mobility. You or your team can access O-365 anywhere on planet Earth if there is internet. One other notable advantage being on cloud is the safety against loss of data. The safety of your data if stored in an ‘on prem’ system is vulnerable to various hazards and would be lost if not backed up in a remote server. No capital investment on expensive servers, you can obtain the services for a monthly or annual subscription per user basis and the user have the ability to install O-365 up to 05 devices. Though you need subscriptions on certain advanced features, you can opt out additional services when you don’t need. When it comes to features in office tools, I doubts if there would be any more requirements to run general office matters. All MS office applications are designed with almost all features required with the experience gained during a long journey.
The system gets updated frequently and you can enjoy the benefits.

Cons

as a general rule, cloud based applications could be more vulnerable for security breaches than an ‘on-premise’ system. Certain online feature in Word, Excel has limitations compared to your own installation.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Gina K.

Great concept, needs some work

Used Daily for 1+ year
Reviewed on 09/07/2019
Review Source: Capterra

We are much more able to organize our team documents, have chat messages (with history) that we can use to communicate more effectively (instead of searching through email inboxes/folders). If they could make it so that we can have more than one tool, document, chat, etc open at a time - it would be much more useful and functional for our needs.

Pros

What I like most about this software is the ability to have a team site where you can communicate with members of the team and store/share documentation. I like that we can create a "meeting" with notes/tasks, etc within it. I work on many different projects and we are using the "Teams" sites as a way to organize our documentation for each project - have meetings that contain our notes- have team chats and even a "board" for posting items on that the whole team can view and comment on. The biggest advantage comes with the fact that we have many people working remotely and this way everything can continue as if everyone is on site.

Cons

The most frustrating part of this software is the fact that it is a single window only- you cannot open more than one item at a time. So, if I am in the middle of editing a document and someone sends me a chat message- I have to exit the document to look at the chat message (and respond) then go back into the Teams file folders and traverse back to the specific document location (because it reverts back to the main page) and once I find the correct document again- I have to re-open it to continue (unless I am editing it outside of the Teams app - which I do sometimes for this very reason). This makes it very confusing to keep track of what I was doing - I end up waiting to check a chat message until I am able to reach some point in my editing that is a logical place to save and stop. Which then kind of negates the whole timeliness advantage of using a chat over email.

Rating breakdown

Ease of Use

Likelihood to recommend

6.0/10
Daniel R.

MS Office User for many years

Used Daily for 2+ years
Reviewed on 08/06/2019
Review Source: Capterra

It's been very good overall. I would highly suggest since it is now a subscription service that there be highly skilled live representatives that you could query for guidance and allow for a simple to use remote viewing with in order to assist customers when they are having a particularly difficult time with small aspects of one of the services, which happens frequently.

Pros

I feel like in recent years they have made great improvements particularly in making the products easier to use. This is especially the case with MS Excel, in which I recall having to memorize all sorts of different formulas which was very frustrating at times. They have made the interface much more user friendly which is great for those with limited experience in using Excel. Outlook hasn't changed much, which to me is a good thing as I was already very comfortable and happy with that aspect of it. Powerpoint has also become easier to use, although personally I prefer the old school Powerpoint of 2006-2010 era, but it was primarily because I knew how to do a lot of things on it that others didn't which is no longer the case.

Cons

Microsoft Word is still the most frustrating product to use and I have seen little improvement in the areas that need it the most over the last 10+ years. It seems as if Microsoft continuously makes minor changes that don't help when someone wants to, for example, edit a resume after a few years and wants to simply add or remove portions of it while keeping the structure the same. I still get caught spending hours trying to make minor changes in these sorts of situations and I have seen no improvements in Word to address this issue. Now although I mentioned Excel in my positives, there is still one large negative with it, and that is the difficulty in extracting information from other excel documents if you are working on a project that has multiple excel documents that can't be combined into one with different sheets (in the Data Collection Management World this happens frequently). I am also not a fan of the new(ish) subscription model to Office, and preferred the one time purchase, although I understand the logistical and business purposes of changing it to a subscription model.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

7.0/10

Microsoft Office 365 Review

Used Daily for 2+ years
Reviewed on 02/06/2019
Review Source: Capterra

The ulitmate best experience possible out of all software suite packages that I use!

Pros

The software suite of apps are so Robust and you have them both on the cloud and on the desktop to use whatever way you desire. The MS software apps are the best money "can't buy" - meaning you can't buy any better apps than MS provides for each category you are dealing with. Their phone and/or remote session tech support is beyond the word "fantastic", and they immediately answer the phone when you call and get righton having remote sessions and finding and fixing the issues that need to be troubleshooted and rectified. All of this support is 100% free and for every application in the suite of apps provided...from Onedrive to OneNote to MS Word...and on and on!!!

Cons

Each app is so ROBUSt that it truly takes a gargantuan amount of time to really learn how to work with them if you really want to use them to their fullest potential. There is no "easy fx for this" and you have to expend the time and energy to learn the "ins and outs" of each app to know "how to work it". Consequently, the ONLY big issue I have is with OneDrive and OneNote...as they are 2 separate apps but the reality is that they are really ONE...meaning unless OneDrive is configured properly...OneNote will NOT work...and vice-versa. Therefore, it does take time to figure this all out as a new user...but now that I'm an experienced one, with many dozens of hours of tech support history "under my belt" - I now know what to do when I have to do a "clean install" of Windows 10 and reinstall the desktop apps again....as I learned the "hard knox way" what must be done from the "get go" to get BOTH theses apps going in the right flow! I recently purchased a brand new computer and i did NOt need tech support to assist me in installing Office 365 because I had learned all the "tricks of the trade" from past experience already, and I was able to do just fine installing the entire app suite alone without getting tech support on the phone!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Your Great Helper

Used Daily for 2+ years
Reviewed on 23/05/2019
Review Source: Capterra

I immediately opened my content-managed company's website that came with Office 365 SharePoint.
It offers new opportunities to work with teams. The Internet created with SharePoint enables different people to work from different locations on the same files as intranet sites and common areas.
Office 365 works fine with almost all mobile devices. We increased our performance and efficiency by accessing your data from anywhere.

Pros

Ofice 365 with all applications I like to use. Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer and other applications, the company I work with my work in my private life. I can handle all my important work.
Ofice 365 can be operated mobile and fixed anywhere without interruption, with the ability to work independently from the device and work with similar interfaces on every device. All plans are compatible with Office 2007, Office 2008 for Mac, Office 2010, and Office 2011 for Mac.
I've been doing all my correspondence with Ms office word for years. I've used all software versions of ms office to date. I'm a 20-year-old ms office user. I never thought about using any other software.
I do all the presentations with Powerpoint for years. I've never seen a better software than that. I get excellent and professional results.
Because ms office is extremely common and good software marketing; I always had good support in technical understanding. I improved myself by easily accessing training documents and videos.

Cons

The only dislike is the charge part. In recent years, hikes have increased.
Besides, the good thing about office 365 is that it is free for students. Maybe we think it might be a bit too affordable in professional users.

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
  • 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