It is very important for companies to have good customer relationships today. CRM systems help you keep and handle all your customer talk in one place. They make your talking to customers and planning for sales better.
But, if you join a CRM with your tools, like Outlook, it works even better. When you join a CRM with Outlook, it is easy to share data and manage contacts. Your work flows better.
There are a lot of CRM choices that work with Outlook. It is hard to choose the best one. This list will tell you the top 5 CRMs that work well with Outlook. We will look at what each CRM does so you can find the best one for your work.
Top 5 CRM Tools for Outlook to Help You Do More
The list has been formulated after conducting extensive practical research. The testing includes the features, pros and cons, pricing, and the audience to which the CRM suits the best. Here is the list:
1. DejaOffice
DejaOffice is easy to use. It has basic CRM things you need, like keeping track of people, tasks, and calendars. DejaOffice works with emails and helps you see how well you are doing.
This CRM is cheap because you just pay once. It is good for people who are new or do not need complex CRMs. But, it might not have some big features that other CRMs have.
It has three pricing levels. You pay just one time and the price changes if you have more people. The Standalone costs $69.95, Express $149.95, and the Professional Pro is at $299.95.
The DejaOffice suits solo workers, freelancers, and small firms who want easy, cheap CRM. It helps with customer talks, plans, and messages well. This works well for new CRM users or those who care about cost.
2. Salesforce
Salesforce has strong tools for better business. It gives CRM for leads, talks, and marketing. Its AI helps predict and give insights. You can change views and reports to make choices with data. It works well with other tools and many apps.
The tool grows with businesses of all sizes. It is easy to use and has CRM for more work and happy customers. You can make it fit your needs, and you can get to it from anywhere. But learning it takes time and training. It might cost too much for CRM for a small businesses, and it has many choices.
Big companies and those getting bigger do well with Salesforce. It has strong features and lots of changes. The tool is perfect for big CRM needs, as it has lots of data and talks. Money, health, and tech fields find Salesforce useful for strict data rules. However, tiny businesses with simple CRM needs might think it is too much and costly.
3. Dynamics 365 (Microsoft CRM)
Dynamics 365 has many CRM tools. These are for selling, helping customers, service in the field, and making marketing better. The platform works well with other Microsoft tools like Office 365 and Power BI. It makes your work better. Its advanced AI gives you good ideas, predicts things and checks customer feelings.
The system works well with other Microsoft tools. It makes it easy to use with Microsoft stuff. You can change it to fit your business well. However, it might be hard for small companies or new users to learn. It might also cost too much for some people.
Dynamics 365 is best for bigger companies that already use Microsoft. It is good for businesses that need to change a lot, connect to lots of things, and use big data. However, small companies with little money or tech help might have problems using it.
4. Zoho CRM
Zoho CRM has many tools to help with selling to customers. It helps from start to end, makes selling tasks easy, and creates good reports. The system also works well with Zoho apps. A mobile app lets you work from anywhere.
It is good because it can change as your business grows, and it has many features. But there are lots of choices that can be too much for new users. It takes time to learn how to use it well. Also, some users may think the interface is harder to use than simple CRMs with fewer features.
The CRM is good for businesses that are getting bigger and need a CRM that can grow, too. The free plan is there to try without having to pay, and the paid plans have more options if you need them. However, if a business is very small or likes things that are easy to use, Zoho CRM might be too complex. They might look at other simpler options.
5. HubSpot CRM
HubSpot CRM makes sales, marketing, and customer service easier to manage. It has important tools like email tracking, keeping track of leads, and a good pipeline system. This tool works well with HubSpot’s other products like the Marketing Hub and Sales Hub. This gives companies everything in one place. You can also change the dashboards and reports to help make decisions based on data.
One of the best things about HubSpot CRM is how easy it is to use. Teams of all sizes can use it without much training. The free version has a lot of features most CRMs charge for.
But, if you want more advanced features and to do things automatically, it will cost more, and that might not be so good for smaller businesses. Another downside is that you can’t change it as much or use it with other programs as much as you can with other CRMs like Dynamics 365.
The CRM is good for small and mid-sized companies and new startups. Its free level is great for new companies to try CRM features. Marketing and sales teams will like how HubSpot’s system works together.
Conclusion
Choosing the right CRM is very important. The system must fit with your company’s goals and how you work. It needs to work well with the tools and processes you use now. Think about what features you need.
Maybe you need good analytics, customization, or simple ways to manage leads. Your CRM must help with your company’s main problems and make work easier. Think about how easy it is to learn. A CRM that your team can use easily and quickly will help you see a return on your investment sooner.
DejaOffice is a great choice for companies that want a good price and advanced features. It does not cut corners on what it can do. The platform has great scheduling, task management, and keeping track of contacts, among other things. Its easy interface means teams can start quickly without needing to learn a lot.
Also, Dejaoffice is good at working together with other programs. It connects well with tools like Outlook, Google and more, so your business shares data easily. This CRM has important safety features to keep customer details safe, which cheap options sometimes do not have.