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.
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.