These tools enhance Microsoft Outlook by providing connections to Microsoft Exchange Server Public Folders, databases and other contact management applications. Some can be adapted not just for sales force automation, but also for project tracking and help desk. We've also included tools that don't have direct Outlook interfaces but do offer synchronization with Outlook.
For other types of contact tools, see
In addition, a list of pages containing contact tools is here.
Tools in the Spotlight
Sync Outlook BCM data with BlackBerry, iPhone, Windows Mobile and Palm OS devices. Supports syncing Google data with Outlook or your phone. | |
ITIL helpdesk with automated ticketing and issue tracking for support team to log, analyze, collaborate, track and escalate support requests in an organized and structured way in Outlook. Can auto-process incoming support requests, auto-assign technicians, enforce service level, set due date and send automated notifications to cut the overhead of manual tasks significantly. Comes with integrated Knowledge Base, Asset Tracking, SLA, Report builders and OLAP Statistical tools. Support for Skype, SMS and Phone calls. Includes Web Access sites for technicians and end-users. Improves your efficiency to enable faster response time. |
Tools
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. | |
Automatically sync Office 365 Global Address Lists, shared calendars, and Public Folder contacts and calendars, and CRM contacts from Outlook to business smartphones. CiraSync is a secure, Azure-based SaaS platform that is centrally managed, requires no installation, minimal user training, and can scale to thousands of business smartphones. Try the always fee Personal Edition, or a 30-day, 100-user trial for the Enterprise Edition (no credit card/contract needed). | |
CloudsPlus is your no software solution for synchronizing Microsoft Exchange and Salesforce data. Supports all versions of Outlook including Outlook 2010 64 bit, iPad, Mac Outlook 2011 and any device that can connect to Microsoft. Exchange. Synchronize, contacts, calendar, tasks, and log email plus more... | |
Outlook CRM is a cloud solution that is built specifically for Outlook. It provides all aspects of a traditional CRM solutions including, accounts, contacts, pipeline, issue tracking, campaigns, reporting, workflow, as well as QuickBooks integration and more! Also, works on MACs, Windows PCs or any Web Browser. | |
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. | |
A complete contact management solution that tracks, manages, and automatically links all vital contact information back to the appropriate contact, providing single click access to all information. Supports custom fields, integrates with Skype. 30 day free trial available. | |
Set of intranet collaboration applications that offer synchronization with Outlook. Available for local server installation and as a hosted application. | |
Prophet is an add-on for Microsoft Outlook users which allows users to take advantage of Outlook's task, calendar, contact and email features while adding sales tools such as opportunity management, sales reporting, and information sharing/collaboration. Prophet 5 includes improved usability and more advanced contact management features fully integrated with Outlook, eliminating the need to shift back and forth between multiple applications. Version 5.0 | |
Public Contact after Reply for Outlook (Public CAR) is an addin for Outlook which automatically creates an Outlook contact after you reply to an email. Free. | |
Generate customized sales quotations that include Outlook data, and link the quotes back to the Outlook contact. Can be networked to maintain a central price list and generate unique quotation numbers to multiple users. | |
Sales force automation database that integrates with Outlook tasks, appointments and mail, plus several accounting packages. Includes capability of doing bulk mail with attachments. | |
Log sent and received email messages and log them into the Salesforce.com hosted customer relationship management service. Users can also keep Outlook contacts, tasks, and activities up to date in Salesforce.com. | |
SalesOutlook CRM is a complete Outlook based CRM software solution built upon the Microsoft Office System. | |
SAM automatically sets the sender, signature, and folder for sent items based on several criteria. Use SAM to assign a sending account or SendOnBehalf address and signature to contacts, folders, or categories. Works with Outlook 2007, 2010 and Outlook 2013, 2016. |
More Information
- Contact Tools
- Project Management Tools
- Microsoft Access and Other Databases
- destinationCRM -- news and reviews
Tired of fumbling through business cards, looking through different lists, or combing through past emails to find someone's contact information? With all of your prospects, leads, and customers in one place you can get more done. What about other sales staff, customer service, and admin personnel that need to have access to the same contact information. Is it always up to date? With AddressTwo, everyone can access the same database of contacts simultaneously. Updates from one user are instantly accessible to all others.
Thanks, It works..
Hello
I use Outlook to store information pertaining to my home-based business. Do you know of a way to run reports of the information stored in the Contacts folder, based on user-defined criteria? For example, I might want to run a report of all of my contacts that are over 50 years of age. Or I might want to run a report of all of my contacts that have a birthday coming up this month. Or I might want to run a report of all of my contacts that I have categorized according to the service I provided for them.
You can use custom views for that sort of thing. I wouldn't call it a report but you CA copy the results to excel or notepad. VBOffice.net has report software but I'm not sure if it does this exact thing.
This is one example of a view. https://www.slipstick.com/outlook/rules/create-custom-view-list-upcoming-birthdays/
Hi Diane,
Do you know of a simple CRM or Contact Management tool that works with MAC or Outlook for MAC?
Thank you!
JP
No, sorry, I'm not aware of any for Outlook 2011. I know Microsoft doesn't have any.
I am looking for a good tool for updating a large number of contacts in Microsoft Outlook 2007 .Thank you for any suggestions!! I believe it would be a mass email sent to all of the contacts requesting current -accurate information.
Actual contacts - linked at contact tools can do that. There might be others in the list that can do it too. Or if you use plaxo, you can use it to update.
More tools are on our contact data entry and updating page.