Customer Relationship Management (CRM) Utilities

ACT!

Contact manager, integrated with Outlook for e-mail, calendar, task, and activity functions. Includes tracking of outgoing faxes, merge to HTML mail with attachments, ability to view ACT! contact databases in Outlook address book. Contact databases can be shared.

BizAutomation CRM

Customer relationship management application built on Outlook and Exchange 2000, with sales force automation, customer service, and marketing and campaign management modules. Supports access via Outlook, web browser, or Pocket Outlook on a PocketPC PDA. Integrates with QuickBooks Pro 2003. Available either for in-house installation or by subscription as a hosted application. Version 2, now supports Exchange 2003.

Commence CRM

Commence offers top rated Online CRM Software for Mid-Market and Small Enterprises (SME). Offers additional Web CRM Software solutions as a Contact Management Application for SFA, Online Marketing Management, Lead Management, Quoting, and Outlook.

eWay-CRM for Outlook

CRM solution for Outlook. Includes advanced workflow features for tasks and project management. eWay-CRM is compatible with Outlook 2003, 2007, 2010, 2013 and 2016 as well as Office 365.

Method:CRM

Method specializes in CRM for QuickBooks users and works with Outlook. Assign incoming and outgoing emails to QuickBooks customers, leads, and vendors so that they are accessible to your staff in Method. Create a sales opportunity or customer service case from an email. Access a Method Address Book to send emails to your QuickBooks contacts. Sync Outlook calendar appointments with Method Appointments.

OnContact CRM 7

CRM software with Microsoft Outlook integration. Synchronizes contacts, appointments, and tasks with CRM 7 to increase productivity and maintain an accurate history of all customer interactions. Integration between the applications is bidirectional, so that contacts, e-mails, and activities created in one may be shared with a couple clicks of the mouse.

OpusFlowCRM

Contact management tool for Outlook 2000 or later, storing information in an Access database. Tracks correspondence and other items, and shares that data with everyone in the organization. Can associate any contact with any company. Performs merges to Word and keeps a record of the documents created. Maintains a group calendar collating colleagues' appointments.

OutlookCRM

Outlook-based company/customer relationship management tool adding a custom toolbar and digital dashboard to the Outlook interface. Based on Exchange public folders (or for single users, Personal Folders .pst files), so all data is available offline. Provides synchronization between public task and calendar folders and users' personal folders, mail merge, consistent categorization, and customized searches. Separate OutlookCRM Reporter tool transfers data to Access for report development.

Pivotal Relationship CRM

Customer relation tool based using Outlook, SQL Server and Exchange Server. Heavy emphasis on the needs of mobile users. Separate SyncStream for Outlook tool also supports offline users.

SalesOutlook CRM

SalesOutlook CRM 6.0 now leverages the power of Windows Desktop Search to provide lightning fast searches of your customer data. Search for a contact and see all related data whether it is on Outlook or on your computer. If it is indexed we will find it. Also new are customizable checklists, a leads module, email templates, Crystal XI support and much more. Version 6.

TeamScope CRM

TeamScope CRM for Outlook works fully within Outlook, storing all customer information in the Outlook Contact, Task, Appointment and Journal entries you use every day. Version 5.0

W5Templates CRM

W5Templates CRM is a Microsoft Excel based CRM product with both a pc component and a mobile app. Free trial available.