Tech Republic
The 5 Greatest CRM for Outlook Integration
Dec
A CRM for Outlook is a buyer relationship administration resolution that may combine with the Microsoft electronic mail platform. When you’re already utilizing Outlook as an electronic mail supplier, it is smart to think about investing in a CRM with that integration out there in order that your online business communications and analytics are all related. Right here’s a complete listing of CRM instruments with each an Outlook integration and an identifiable use case for electronic mail or exercise administration.
Prime CRM for Outlook comparability
Along with the usual customer relationship management software options you’d count on, like contact administration and reporting capabilities, the perfect Outlook CRM must also embody extra particular electronic mail administration options. This may embody AI-generated content material, templates, monitoring, mass emails, and extra. I’ve discovered that the perfect CRM for Outlook are Dynamics 365 by Microsoft, HubSpot, Pipedrive, monday CRM, and Insightly.
| Star score | Beginning paid value | Ceaselessly free plan | Electronic mail templates | Exercise monitoring | Complete integrations | |
|---|---|---|---|---|---|---|
| Dynamics 365 | 3.3/5 | $65 per consumer per 30 days | No | No | Restricted | 1,000+ |
| HubSpot | 4/5 | $15 per consumer per 30 days | Sure | Sure | Sure | 1,500+ |
| Pipedrive | 4.3/5 | $14 per consumer per 30 days | No | Sure | Sure | 350+ |
| monday CRM | 3.6/5 | $12 per consumer per 30 days | Restricted | Sure | Sure | 200+ |
| Insightly | 4.3/5 | $29 per consumer per 30 days | No | Sure | Sure | 1,000+ |
Dynamics 365: Greatest total CRM for Outlook
Previously referred to as Microsoft Dynamics 365, Dynamics 365 is Microsoft’s CRM resolution. Since each instruments are native Microsoft functions, Dynamics 365 is the perfect CRM for Outlook. Along with integrating and managing info between the 2 instruments, Dynamics 365 has an AI Copilot that may be activated in Outlook. The CRM can monitor, edit, and summarize all electronic mail threads and reply drafts.
Why I selected Dynamics 365
Dynamics 365 is an AI-powered CRM resolution that may present contextual insights, AI-generated content material, and contact exercise administration. Customers can collaborate with teammates or different departments via varied channels and sources, corresponding to Microsoft Groups and Microsoft 365. This fashion, the whole enterprise is related with accessible knowledge.
Whereas Microsoft Dynamics 365 does have a prolonged free trial, as soon as you’re able to subscribe to a premium plan, you would possibly discover the costs are larger than the business common. If you would like the same CRM with AI instruments and highly effective integrations, I like to recommend HubSpot, monday CRM, or Insightly.
For extra info, learn the total Microsoft Dynamics 365 review.
Dynamics 365 pricing
- Dynamics 365 Gross sales Skilled: $65 per consumer per 30 days.
- Dynamics 365 Gross sales Enterprise Version: $105 per consumer per 30 days.
- Dynamics 365 Gross sales Premium: $150 per consumer per 30 days.
- Microsoft Relationship Gross sales: Contact instantly for a quote.
Dynamics 365 options
- Microsoft Groups: Combine with Groups with extra AI-powered options with Copilot.
- Gross sales power automation: Access forecasting, competitor analytics, gross sales objectives, and territory administration.
- Self-service support: Robotically consumption and clear up tickets and assist calls with AI-powered chatbots.
Dynamics 365 execs and cons
| Professionals | Cons |
|---|---|
| 30-day free trial. | There is no such thing as a forever-free plan. |
| 24/7/365 knowledge security assure. | Costly premium plans in comparison with others on this information. |
| Sturdy native and third-party integration and automation. | Actual customers report sophisticated consumer interfaces. |
HubSpot: Greatest free CRM with Outlook integration
HubSpot is a particularly scalable CRM software program that additionally gives a free CRM with extra than simply core performance. HubSpot consists of free instruments corresponding to an electronic mail template builder, an AI electronic mail author, a gathering scheduler, and stay chat software program. To ship emails via the Outlook integration, customers can log emails despatched from Outlook in HubSpot CRM with only one click on. Actual-time electronic mail monitoring permits essentially the most up-to-date info round accepted templates, electronic mail sequences, and conferences.
Why I selected HubSpot
HubSpot is a well-liked CRM resolution that may act as a buyer platform to assist advertising, gross sales, and repair operations. It’s a particularly highly effective and scalable resolution that can be utilized by any dimension enterprise from startups to enterprises.
The Skilled tier is supposed to assist small and midsize companies however might be fairly costly in comparison with different Outlook CRMs on this information. If you would like a extra inexpensive resolution, I like to recommend Pipedrive, monday CRM, or Insightly.
For extra particulars, learn my HubSpot review.
HubSpot pricing
- Free CRM: Free for as much as 5 customers with contact administration, quotes, stay chat, and extra.
- Gross sales Hub Starter: $15 per seat per 30 days, billed yearly, or $20 when billed month-to-month.
- Gross sales Hub Skilled: $90 per seat per 30 days, billed yearly, or $100 when billed month-to-month, and a one-time $1,500 onboarding charge.
- Gross sales Hub Enterprise: $150 per seat per 30 days, with an annual dedication and a one-time $3,500 onboarding charge.
HubSpot options
- Firm insights: Populate contact data with firm particulars to have essentially the most up to date buyer profiles.
- Template builder: Flip essentially the most profitable emails into templates with personalization to share with complete groups.
- AI electronic mail author: Use AI to generate advertising and gross sales outreach emails in seconds.
HubSpot execs and cons
| Professionals | Cons |
|---|---|
| Helps over 1,500 doable integrations. | Increased-tier paid plans require a one-time onboarding charge. |
| 24/7 buyer assist. | Reviews of occasional system bugs and glitches. |
| Actual customers report an intuitive interface. | The superior paid plans are dear in comparison with others on this listing. |
Pipedrive: Greatest for electronic mail and communication monitoring
Pipedrive can absolutely combine with Outlook, Gmail, or a generalized firm electronic mail. The mixing permits customers to verify, draft, and monitor emails from the Pipedrive interface, so there isn’t a necessity to leap between software program. Pipedrive’s contact and communication monitoring makes it simple for customers to have interaction leads by way of electronic mail with full transparency after which create new contacts and leads from these emails.
Why I selected Pipedrive
Pipedrive is a sales-forward CRM resolution that provides varied options to assist superior pipeline administration. Its lead qualifying, communication monitoring, a whole lot of integrations, and easy onboarding make it an amazing CRM for small businesses.
In comparison with Pipedrive, each Dynamics 365 and HubSpot provide extra AI options, integrations, and total scalability.
To study extra, head over to my Pipedrive review.
Pipedrive pricing
- Important: $14 per consumer per 30 days, billed yearly, or $24 per consumer when billed month-to-month.
- Superior: $34 per consumer per 30 days, billed yearly, or $44 per consumer when billed month-to-month.
- Skilled: $49 per consumer per 30 days, billed yearly, or $64 per consumer when billed month-to-month.
- Energy: $64 per consumer per 30 days, billed yearly, or $79 per consumer when billed month-to-month.
- Enterprise: $99 per consumer per 30 days, billed yearly, or $129 per consumer when billed month-to-month.
Pipedrive options
- Smart Docs: Connect paperwork to emails with auto-fill sections and signature captures that may be tracked in actual time.
- Contact timeline: View a real-time dashboard that reveals all of the actions accomplished with contacts over time for follow-up.
- Electronic mail open and click on monitoring: Get notifications when a lead opens your electronic mail or clicks on any hyperlink embedded within the electronic mail copy.
Pipedrive execs and cons
| Professionals | Cons |
|---|---|
| 14-day free trial. | Doesn’t provide a eternally free plan. |
| Has a wide range of add-ons and upgrades for buy. | Restricted advertising capabilities in comparison with HubSpot or Insightly. |
| Affords 24/7 buyer assist. | Customers report restricted customizations for stories. |
monday CRM: Greatest CRM for exercise administration
monday CRM gives two-way electronic mail integrations with Gmail and Outlook. This implies monday CRM customers can ship and obtain emails and monitor electronic mail campaigns from one place. Moreover, monday CRM can log actions from one week as much as 5 years, relying on the subscription tier. These exercise administration options monitor all conferences, emails, calls, and standing updates for elevated productiveness and transparency throughout groups.
Why I selected monday CRM
monday CRM is a particularly versatile and customizable instrument that makes it an amazing CRM for project management. With a number of business specializations, AI-powered automation, and an emphasis on workforce collaboration instruments, its customers can customise their gross sales course of from starting to finish with organized knowledge syncing.
Whereas monday CRM does have some AI functionalities, there are others on this listing with extra superior options. When you’re after a top-scoring AI CRM, I like to recommend HubSpot, Pipedrive, or Dynamics 365.
Learn our monday CRM review to study extra.
monday CRM pricing
- Free model: Barebones model is simply out there for college students and nonprofit organizations after submitting an application.
- Fundamental CRM: $12 per consumer per 30 days when billed yearly or $15 when billed month-to-month.
- Customary CRM: $17 per consumer per 30 days when billed yearly or $20 when billed month-to-month.
- Professional CRM: $28 per consumer per 30 days when billed yearly or $33 when billed month-to-month.
- Enterprise CRM: Contact monday.com for a quote.
monday CRM options
- Mass electronic mail monitoring: Set the standing of each mass electronic mail marketing campaign.
- Electronic mail automation: Set customized notifications and guidelines for when the lead receives, opens, and responds to emails.
- Deal group: Have a transparent view of dense knowledge round deal progress with customized pipelines.
monday CRM execs and cons
| Professionals | Cons |
|---|---|
| 14-day free trial. | Free CRM is simply out there for accepted customers. |
| Affords limitless contacts and boards in each paid plan. | Multi-level permissions are solely out there within the Enterprise tier. |
| Has an intuitive mobile app interface. | Actual customers report occasional bugs with preset automation. |
Insightly: Greatest CRM for one-off and bulk emailing
Insightly has highly effective electronic mail options for the entire electronic mail suppliers it integrates with, together with Outlook and Gmail. Customers can use electronic mail templates to shortly ship routine emails in a standardized format that’s available. Insightly additionally gives one-off or bulk emails as soon as a template is created, so reps can ship a personalised electronic mail or as much as 50 emails concurrently. One other electronic mail administration instrument is scheduled emails, which means customers can choose the precise time an electronic mail is distributed to a buyer with out having to be on their device on the identical time.
Why I selected Insightly
Insightly is a cloud-based CRM system with challenge administration and productiveness options. Along with CRM software program, Insightly gives a advertising and repair instrument that may assist companies handle buyer relationships from lead era to ongoing assist. Insightly’s AppConnect makes it easy to combine current third-party instruments and customized techniques with none coding.
Insightly used to supply a restricted free model of their CRM, supporting as much as two customers. That providing was terminated in September 2024. When you desire beginning with a free instrument, I like to recommend HubSpot.
Try my Insightly review to study extra about its choices.
Insightly pricing
- Plus: $29 per consumer per 30 days, billed yearly.
- Skilled: $49 per consumer per 30 days, billed yearly.
- Enterprise: $99 per consumer per 30 days, billed yearly.
Insightly options
- Pipelines: Tag different customers, view deal progress, and talk with different groups or departments.
- Cellular app: Search, ship, and monitor emails from the Insightly cellular app.
- Workflow automation: Construct formulation that automate repetitive duties corresponding to emails whereas additionally eliminating the chance of human error.
Insightly execs and cons
| Professionals | Cons |
|---|---|
| 14-day free trial. | Restricted buyer assist. |
| Affords product, value books, and quotes software program. | Superior permissions and safety are solely out there within the top-tier paid plans. |
| Sturdy integrations for gross sales, communication, advertising, and repair. | Affords capped file storage till the Enterprise plan. |
How do I select the perfect Outlook CRM for my enterprise?
I’ve created this information for the perfect CRM for Outlook and its advantages that will help you slim down choices that finest match your online business wants. I like to recommend the next step be signing up for demos, free trials, or free variations or requesting quotes from the CRM suppliers on this listing that pique your curiosity. This may put you in contact instantly with the software program’s gross sales workforce.
Listed here are some inquiries to reply when selecting the perfect Outlook CRM for your online business:
- What’s the complete in-market experience on your business?
- Is the CRM scalable and detailed sufficient to suit your enterprise dimension?
- How does the CRM pricing work for this supplier?
- Are their providers inside your finances? Would you like a free CRM first?
- Does the CRM provide the superior options you want, corresponding to listing segmentation or an AI assistant?
- Does the CRM software program combine with instruments you have already got in your tech stack?
Methodology
I’ve reviewed every supplier on this listing as an integrative instrument for Outlook and its generalized choices. That is accomplished with our in-house rubric, which defines standards and subcriteria for core CRM options and functionalities. From there, I recognized a perfect use for every that finest summarizes the CRM’s finest choices.
Right here’s the precise breakdown I exploit when reviewing these CRM techniques:
- Price: Weighted 25% of the full rating.
- Core options: Weighted 25% of the full rating.
- Customizations: Weighted 15% of the full rating.
- Integrations: Weighted 15% of the full rating.
- Ease of use: Weighted 10% of the full rating.
- Buyer assist: Weighted 10% of the full rating.
Often requested questions (FAQs)
Which CRM does Microsoft use?
Microsoft gives its personal generalized CRM referred to as Dynamics 365. It’s an AI-powered CRM with pipeline administration, next-best-action insights, and superior analytics. Its pricing begins at $65 per consumer per 30 days. Microsoft does provide onboarding and coaching help when implementing its CRM instrument.
How do I set up a CRM in Outlook?
The precise steps to combine your CRM with Outlook rely upon the CRM supplier you might have. Typically, the steps to put in your CRM with Outlook are to obtain each software program and observe steps from the CRM to combine with the Outlook shopper. From there, you may combine different add-ons and begin creating guidelines for the way the 2 techniques work together.
What’s the finest CRM for Outlook?
Since Dynamics 365 and Outlook are each Microsoft properties, Dynamics 365 is the perfect total CRM for Outlook. Nonetheless, suppliers like HubSpot, Pipedrive, monday CRM, and Insightly can all combine as third-party instruments with the identical administration capabilities, corresponding to electronic mail monitoring, one-off or bulk sends, and templates.
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