Customer relationship management (CRM) and Outlook integration combines email, calendar, and contacts with lead and deal management. To determine the best CRM for Outlook integration, we compared dozens of options based on cost, functionality, and benefits (like the ability to create contacts and deals from within your inbox) to arrive at six great solutions and an overall best.
Top 6 CRM Outlook Integrations 2020
CRM Outlook Integrations | Best For |
|---|---|
(Best overall) Businesses wanting a free and simple CRM with Outlook integration | |
Account managers who want to manage both sales and projects from within Outlook inboxes | |
Marketers who want to capture and manage social media leads from Outlook email | |
Teams wanting access to robust features while using the desktop version of Outlook | |
Businesses who want to manage Outlook email within a mobile CRM app | |
Businesses using the full Microsoft ecosystem of productivity and office software | |
Last updated on 04/22/20 | |
How We Evaluated CRMs With Outlook Integration
The best Outlook CRM integrations allow users to seamlessly access the most important CRM functionality from within their inbox, like creating leads and associating emails with deals and contacts. However, an integration is only as good as the CRM it is used with, so we also considered the overall CRM features and value for the cost of both software. To learn more, take a look at our detailed list of evaluation criteria.
HubSpot: Best Overall CRM for Outlook Integration
HubSpot Outlook sidebar
What it costs: HubSpot CRM is free for unlimited users, and supports storage for up to 1 million contacts. Additional sales and marketing functionality can be added through the HubSpot Sales Hub and Marketing Hub. These additional services range from $50 per month to $800 per month.
What it does: Allows you to create leads, access contacts from Outlook, and develop automated lead generation and sales processes.
HubSpot Strengths | HubSpot Weaknesses |
|---|---|
Free plan allows for unlimited users and storage up to one million contacts | Missing advanced project management and operational CRM features |
Includes lead generation tools like smart forms and chat | Lacks workflow and marketing automation unless you pay to upgrade |
Easy Outlook integration and supports email templates | Limited customer support on the free plan |
HubSpot CRM helps you generate and manage both leads and contacts with features like smart forms and live chat on your website. It also offers robust Outlook integration that gives you quick access to CRM functions like contact creation and email tracking. You can also design templated emails that you can use for common responses.
Insightly: Best Outlook Integration for Project Management
Insightly Outlook plugin
What it costs: Insightly CRM is free for two users. Additional plans cost between $29 and $49 per user, per month.
What it does: Lets you create custom project pipelines you can use for different types of sales processes.
Insightly Strengths | Insightly Weaknesses |
|---|---|
Allows you to create custom project pipelines | Only offers email tracking on upper-level subscription plans |
Browser-based plugin for Outlook allows users to create contacts, link emails, and view contact history from within the inbox | Does not offer product catalogs or the ability to issue quotes and sales orders |
Professional plan features strong project management tools and a wide variety of third-party integrations | Does not include native social media tools or web activity tracking |
Insightly is a robust CRM that includes a browser-based Outlook plugin so users can create contacts and link emails as well as view contact history from within the inbox. You can also schedule emails through the integration, making it easy to manage timely client communications. Customizable project pipelines and lead assignment routing tools round out this project management CRM solution.
Zoho CRM: Best Outlook Integration for Social Media Lead Generation
Zoho CRM Outlook sidebar
What it costs: Zoho CRM’s free plan includes core contact management, sales opportunities, and social media integration for up to three users. Paid plans for small business are $12 and $20 per user, per month, and offer more advanced customization, lead scoring, and workflows.
What it does: Uses phone call logging and social media monitoring to allow you to track and manage leads resulting from social media engagements.
Zoho Strengths | Zoho Weaknesses |
|---|---|
Free plan includes contact management and sales opportunities for up to 3 users | Lacks sales pipeline customization options |
Paid plans integrate with Twitter and Facebook | User interface is not as intuitive as Pipedrive or HubSpot |
SalesSignals tool notifies you when emails are opened | Customer support features are limited compared to other CRMs |
Zoho CRM is a contact management tool with an Outlook plugin that gives users access to CRM features from within their inbox. Plans include lead and contact management as well as integration tools for social media channels like Twitter and Facebook. Zoho also includes a SalesSignals feature that notifies you about contact activities such as when an email is opened or when a deal is moved to a new stage.
Salesforce Essentials: Best for Outlook Integration on Desktop
Salesforce Outlook plugin. Source: Salesforce
What it costs: Salesforce is available in two editions that are designed for small businesses. The Essentials plan is moderately priced at $25 per user, per month, and includes the CRM and Service software for up to 10 users. The Professional edition adds lead scoring, forecasting tools, and campaigns for $75 per user, per month.
What it does: Offers powerful integration with the desktop and browser-based versions of Outlook, allowing you to access many of the CRM’s best features without leaving the email client.
Salesforce Strengths | Salesforce Weaknesses |
|---|---|
Gives users access to all contact records and sales opportunities | Does not offer a free plan |
Provides most robust integration with Outlook’s desktop client | Missing the ability to add more than 10 users to your account |
Salesforce Professional offers lead scoring, forecasting, advanced reporting, and extensive customization options | Features can be overwhelming |
Salesforce Essentials is a cloud-based CRM with an Outlook plugin, via the Salesforce Inbox email client, that gives you access to many of the CRM’s best features without switching applications. Features like a powerful contact management tool in your desktop inbox, as well as a robust integration with the desktop version of Outlook. The CRM includes contact management, sales opportunities, mass emails, and advanced customization of the sales process. Click here for a free demo to learn more about Salesforce Inbox.
Pipedrive: Best for Managing Outlook Email Within a Mobile CRM
Pipedrive email inbox interface
What it costs: Pipedrive plans begin at $12.50 per user, per month and include contact management, lead scoring, and visual sales pipeline. Higher-level plans are available for $24.90 and up. These plans include additional storage as well as advanced features like email scheduling and the appointment scheduler.
What it does: Offers a visual sales pipeline to track leads and deals through the sales process that is easily accessible in browsers or on mobile devices.
Pipedrive Strengths | Pipedrive Weaknesses |
|---|---|
Allows you to manage Outlook email from the browser-based interface or mobile app | Does not offer a free plan |
Includes contact management tools, visual pipeline, and configurable reporting | Does not offer an Outlook desktop plugin |
Allows you to create product catalogs and proposals so you can track and measure your products sold | Doesn’t include project management or operational functionality |
Pipedrive is a CRM built around a visual sales pipeline and includes a built-in email inbox that allows you to fully manage your two-way synced Outlook email from within your browser or the powerful mobile CRM app. Pipedrive service plans offer product catalogues, configurable reporting, and meeting scheduler to let prospects choose a time to meet based on the sales rep’s availability.
Microsoft Dynamics 365: Best for Businesses Using Microsoft’s Full Productivity Suite
Microsoft Dynamics 365 Outlook plugin. Source: Microsoft Dynamics 365
What it costs: Service plans for Microsoft Dynamics 365 range from $65 per user, per month for contact and sales opportunity management (including activity tracking) to $95 per user, per month to add territory management as well as more automation and engagement tools. Additional support can be added on to any plan, which gives users faster guaranteed support and direct advice from Dynamics 365 experts.
What it does: Seamlessly blends all Microsoft products to track and manage your contacts.
Microsoft Dynamics Strengths | Microsoft Dynamics Weaknesses |
|---|---|
Integrates with the desktop and browser-based versions of Outlook, similar to Salesforce | No free plan; paid plans are the most expensive overall option |
Users can create contacts and leads from emails, send tracked emails, schedule emails, and view contact history from within Outlook | Can be overwhelming to implement and lacks simple setup features |
Sales Enterprise plan adds territory management as well as social connections and automatic email logging | Lacks mobile-specific features like calling and call recording |
Microsoft Dynamics 365 is an enterprise resource platform (ERP) that contains a variety of applications, including a CRM for large teams with sales and general operations management functionality. As a Microsoft product, it features extensive interoperability with Outlook and other Office 365 software, including Word and Excel, making it the best choice for businesses already using the full ecosystem of Microsoft productivity apps.
How We Selected the Best CRM for Outlook Integration
There are several things to consider when choosing the best CRM to integrate with your Outlook email and contact management account. Here’s a detailed look at our evaluation criteria.
- Price and affordability: We weighed the cost for small businesses to use the CRM and whether a higher-priced plan was required to take advantage of the Outlook integration.
- Direct Outlook integration: There are many options for connecting Outlook to various software through third-party automation tools, but for this comparison, we only looked at CRMs that directly integrate with Outlook, either through Office 365 online or the desktop.
- Overall CRM feature set: We evaluated the overall set of CRM features and functionality, including leads, sales pipelines, and deal management.
- Email management: We considered features that impact how users manage their email overall, and how the integration helps streamline email management.
- Integration features: We looked at how the integration handles CRM features directly from their Outlook inbox, including email tracking, contact and lead creation, deals, and contact context.
- Ease of use: How easily an average user could set up the integration and get it running was evaluated.
- Reliability: We considered how reliable the integration is, and how the software handled errors or issues.
Bottom Line
Salespeople spend a majority of their time in their email inbox, and having a CRM integration helps streamline and simplify customer communications and keep everything in sync. The integrations we reviewed allow users to create contacts and leads, create deals, and access contact information, all from within the email inbox.
We choose HubSpot as the best CRM with an Outlook integration for its contact and deal management features in a free plan. HubSpot allows users to send and track emails, create new contacts, track sales opportunities, and win more business. HubSpot CRM is free forever, with additional sales and marketing features available in paid plans. Visit the HubSpot website to sign up for your free account today.
Tomas Prohazka
Hi,
Thank you for the great review. However, I’m missing some CRM system for really small businesses. Or at least for SME.
I have a small startup now and I’ve been using the CRM system for a couple of years. That is also because I used to work as a Consultant for eWay-CRM, an Outlook CRM, and I’m used to having a good tool to manage my clients, contacts, and projects. eWay-CRM is very intuitive since it looks like Outlook. It also has mobile and web apps.
No matter the size of the company customers usually need contact management at first. Then they come up with new needs. Therefore it is necessary to have a complex CRM that has mane functions available. It often depends on the size of your company. The more you grow, the more complex solutions you need.
eWay-CRM is always improving and so trying to make customers as happy as possible. The system is very flexible since you can use all the modules or just those that you any time you can adjust the processes as you need. It has several modules as mentioned above. You can use all of them or just those that you need at the moment. However, you can use any of them at any he basic version of eWay-CRM is for free. Outlook CRM Software that will Help Boost your Sales | eWay-CRM.
All the best,
Tom
Amanda Norman
Hi Tomas,
Thanks for visiting the site and suggesting eWay-CRM. We’ll keep that in mind for a future update!
Thanks for reading!
Mandy, Moderator
Jenny Pearson
Hi Amanda,
I am also using eWay-CRM. I have tried Salesforce and Zoho but then a friend recommended eWay because is suitable for SME. I tried the free version and after 2 months I switched to a Premium one. It is really good for my startup because it is very easy to use but also has all the functions.
Jen