Outlook Customer Manager

Outlook Customer Manager

Lightweight CRM for Outlook in Office 365

4.6/5 (8628 reviews)

Outlook Customer Manager Overview

What is Outlook Customer Manager?

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.

Outlook Customer Manager Overview

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

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

Screenshots

Outlook Customer Manager screenshot: Outlook Customer Manager presents a timeline of customer information alongside the Outlook inbox
Outlook Customer Manager screenshot: Outlook Customer Manager presents a timeline of customer information alongside the Outlook inbox Outlook Customer Manager screenshot: Customer information is automatically gathered from email, call log, and calendar data in Office 365 Outlook Customer Manager screenshot: Users can view their daily reminders and tasks in the Outlook Customer Manager mobile app Outlook Customer Manager screenshot: Customer information can also be accessed through the Outlook Customer Manager mobile app Outlook Customer Manager screenshot: Users can view and manage all of their tasks for the current day on the 'Today' tab in Outlook Customer Manager Outlook Customer Manager screenshot: The 'Focused' tab presents users with a list of important deals and customers to assist task prioritization Outlook Customer Manager screenshot: Tasks can be associated with customers, companies, or deals in Outlook Customer Manager

Outlook Customer Manager Reviews

Outlook Customer Manager Reviews

Overall rating
4.6
/
5 8628 reviews
Excellent
5596

Very good
2483

Average
452

Poor
66

Terrible
31

Value for Money
4.3
Features
4.5
Ease of Use
4.4
Customer Support
4.2
94% recommended this app
Verified Reviewer

Collaborative development - Microsoft teams to the rescue

It is a great software for communication. Saving a lot of effort and time. Building applications collaboratively.


Joel P.

True Seamlesss Multi-Platform Collaboration

We are a group of a dozen people across North America and expecting to grow to multiple countries in the next year. We use the group chat and video chats as a way to "walk to someone's desk" or "peek over the cubicle wall".


April L.

Office 365 for Business

Seldomly, files that are shared have become locked to the original author, without showing its locked to the authors account. The more you use this software, the more comfortable and familiar it will come. It is the most user friendly Microsoft product I have used and trial and error works to discover some functions. Microsoft is also working towards the functionality of its products with Android phones which I do use to access my office 365 account in different todo list widgets, my boomerang email app, my calenders, or organizations and personal cloud, Word & Excel etc, and your phone companion app which allows you to get texts and notifications on your windows computer, move photos from device to device, and share your phone screen.


Verified Reviewer

Sharing with and working clients and others.

I love the download version of Office 365 and use it daily. I have a few issues with the only version being slow to respond but I can use autosave which keeps all my docs on my one drive. I like being able to open the onedrive any place I'm at to access information. Powerpoint is pretty good. Excel needs updated badly.


Verified Reviewer

All the applications any organisation needed for daily use in one platform.

In the initial stage, we started using O365 globally with Skype for Business and Sharepoint Online only but after sometimes we realized that it comes with multiple other applications such as Exchange, Mobile Device Management ( Intune), Azure Active Directory and other office applications (Excel, word, etc). So little by little, we are planning to use 100% of O365 features.

At the moment we are using Skype For business and MS Teams as our main Video/Audio conference platform. Before we migrate to SFB we were using third-party vendor platform for audio calls which we paid based on the minutes and number of participants and after we migrate to O365 with Skype for Business this is only license cost per user and no additional charges, This saved a lot of money to Organization.

Sharepoint online also we are using to share documents and updates within the organization and within our business partners and customers.

Microsoft Intune we are using to manage our co-operate owned devices globally ( IOS & Android ).


Verified Reviewer
Industry: Information Technology & Services
Company size: 10,001+ Employees

Collaborative development - Microsoft teams to the rescue

Used Daily for 2+ years
Reviewed on 2/11/2019
Review Source: Capterra

It is a great software for communication. Saving a lot of effort and time. Building applications collaboratively.

Pros

It is very easy to use, convenient and user friendly. It is a very light weighted software and does not take much of your space. It is great for internal communication in a company. It supports features like polling which is very useful. It has various apps and connectors to integrate with other software. It supports sharing of all types of files. It is great for scheduling and holding meetings. It supports the functionality where different channels could be created for different departments and teams under a company and promote collaborative development. Also supports excel and other ms documents.

Cons

Sometimes while sharing files, the software freezes and have to try sharing the file multiple times. It saves the files by default to a teams folder in the system and does not ask for a path to store the file. The UI when attending demo calls should also be enhanced, it just shows the number of people in the call.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Joel P.
Industry: Information Technology & Services
Company size: 2-10 Employees

True Seamlesss Multi-Platform Collaboration

Used Daily for 1+ year
Reviewed on 18/11/2019
Review Source: Capterra

We are a group of a dozen people across North America and expecting to grow to multiple countries in the next year. We use the group chat and video chats as a way to "walk to someone's desk" or "peek over the cubicle wall".

Pros

Proper and correct syncing between multiple platforms is by far the best feature. It looks, works, and keeps track of current conversations regardless of the platform. Ability to take notes and/or schedule notes within a meeting or group chat is very valuable. All of these files are kept in sync regardless of the platform, and this syncing is seamless.

The fact that all of this is integrated fully into the rest of our Office365 package means we don't have to have multiple apps or worry that a plugin won't be supported.

Cons

What we have like least is currently in development by Microsoft.

At the moment, we cannot undock a video chat window from the regular chats. We also cannot have multiple chat windows going. It would be great to be able to continue a live video conference and have a chat window on another part of the screen or use the whiteboard or note taking features all at the same time.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 10.0/10

April L.
Industry: Nonprofit Organisation Management
Company size: 201-500 Employees

Office 365 for Business

Used Daily for 2+ years
Reviewed on 17/11/2019
Review Source: Capterra

Seldomly, files that are shared have become locked to the original author, without showing its locked to the authors account. The more you use this software, the more comfortable and familiar it will come. It is the most user friendly Microsoft product I have used and trial and error works to discover some functions. Microsoft is also working towards the functionality of its products with Android phones which I do use to access my office 365 account in different todo list widgets, my boomerang email app, my calenders, or organizations and personal cloud, Word & Excel etc, and your phone companion app which allows you to get texts and notifications on your windows computer, move photos from device to device, and share your phone screen.

Pros

Microsoft offers a Web Portal, or integration into your Outlook app, as well as the ability to sync your Onedrive with Windows File Explorer.

There are many useful tools that you can add-on such as To-Do, a note taking app that can sync with android phones and where you can flag emails to show up in a to do list; Boomerang, which can resend emails to the top of your inbox when you want it or you can schedule emails to send to your contacts at a later time; Skype for Business, and many more. With all of the functionality these add-ons bring, all of the basics are covered in the apps that are already included such as Outlook, Word & Excel & the other apps (online apps), Calendar, Onedrive, SharePoint (or Sites), Teams. The online versions of Word, Excel, PowerPoint, & Publisher do have limited functionality, but most business level subscriptions also provides access to the desktop apps where your files will sync real time. There is no longer a reason to download documents, edit, and resend to everyone else who needs to edit info. If you're accounts are all synced, those files will remain intact. Multiple people can work on them at the same time and changes with be automatically synced and saved.

Cons

There have been many updates to the look, feel, and general usability of OneDrive and SharePoint. SharePoint lacks some organization and doesn't always accurately show who uploaded, or edited documents. OneDrive is a great tool for saving all your files to the cloud, however, when others share files with just you, you are not given the function to sort, or organize this section, making it hard to find live files.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Internet
Company size: Self Employed

Sharing with and working clients and others.

Used Daily for 1+ year
Reviewed on 14/11/2019
Review Source: Capterra

I love the download version of Office 365 and use it daily. I have a few issues with the only version being slow to respond but I can use autosave which keeps all my docs on my one drive. I like being able to open the onedrive any place I'm at to access information. Powerpoint is pretty good. Excel needs updated badly.

Pros

My favorite feature is sharing documents with a proofreader, client(s) or project member(s) which all us all the ability to adjust to document information and make changes together. We can all open the same document at the same time and work together to get the information how it needs to be. We often do a conference call with one main editor of the document. We can all watch the editing live. Other times we take turns editing the document. We can do in an hour what used to take us days of sending the documents back and forth. Plus word is something everyone understands so there is very little learning curve.

Cons

Excel badly needs build in Macros, shortcut features. I had a big product that while needed to move pdf information to Excel and it was a nightmare. I ended up download other software to put the information in the spreadsheet then copy and paste to Excel.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Logistics & Supply Chain
Company size: 5,001-10,000 Employees

All the applications any organisation needed for daily use in one platform.

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

In the initial stage, we started using O365 globally with Skype for Business and Sharepoint Online only but after sometimes we realized that it comes with multiple other applications such as Exchange, Mobile Device Management ( Intune), Azure Active Directory and other office applications (Excel, word, etc). So little by little, we are planning to use 100% of O365 features.

At the moment we are using Skype For business and MS Teams as our main Video/Audio conference platform. Before we migrate to SFB we were using third-party vendor platform for audio calls which we paid based on the minutes and number of participants and after we migrate to O365 with Skype for Business this is only license cost per user and no additional charges, This saved a lot of money to Organization.

Sharepoint online also we are using to share documents and updates within the organization and within our business partners and customers.

Microsoft Intune we are using to manage our co-operate owned devices globally ( IOS & Android ).

Pros

Easy to access from anywhere in the world if you have an internet connection.
Possible of access online and edit or change any documents (Excel, Word, PowerPoint, etc.).
Can access from any device to your account.
Skype for Business or MS Teams can use as a Video/Audio Conference tool.
O365 comes with Microsoft Intune which helps to manage your organization's mobiles and Portable devices( ex.IPADs).
Sharepoint Online helps you to create own Website to share documents, updates, etc within an organization or with external parties.
O365 is one of the greatest solution provided by Microsoft for any Organization which will cover at least 80% of the most needed applications in one platform.( Based on the licenses you purchased.)

Cons

Microsoft Intune limitation to setup Emails on an Android platform using a Fully managed profile when you have a none third party exchange platform that is not connected to Exchange Online.
Only "Gmail" and "Ninework" works with Intune Android emails.
New Sharepoint Online some features complex compared to the previous version for users who used to the previous version.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.7/10
Based on 8,628 user ratings
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Outlook Customer Manager Pricing

Outlook Customer Manager Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

Value for Money
4.3/5
Based on 8,628 user ratings
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Outlook Customer Manager Features

Outlook Customer Manager Features

Reminders
API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Mobile Integration
Real Time Data
Reporting & Statistics
Social Media Integration
Third Party Integration
Features
4.5/5
Based on 8,628 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Outlook Customer Manager

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

    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