A CRM for Outlook is a buyer relationship administration answer that may combine with the Microsoft e-mail platform. In case you’re already utilizing Outlook as an e-mail supplier, it is sensible to think about investing in a CRM with that integration out there in order that your corporation communications and analytics are all related. Right here’s a complete checklist of CRM instruments with each an Outlook integration and an identifiable use case for e-mail or exercise administration.
1
monday CRM
Workers per Firm Dimension
Micro (0-49), Small (50-249), Medium (250-999), Massive (1,000-4,999), Enterprise (5,000+)
Any Firm Dimension
Any Firm Dimension
Options
Calendar, Collaboration Instruments, Contact Administration, and extra
2
Creatio CRM
Workers per Firm Dimension
Micro (0-49), Small (50-249), Medium (250-999), Massive (1,000-4,999), Enterprise (5,000+)
Medium (250-999 Workers), Massive (1,000-4,999 Workers), Enterprise (5,000+ Workers)
Medium, Massive, Enterprise
Options
Dashboard, Doc Administration / Sharing, Electronic mail / Advertising and marketing Automation, and extra
3
HubSpot CRM
Workers per Firm Dimension
Micro (0-49), Small (50-249), Medium (250-999), Massive (1,000-4,999), Enterprise (5,000+)
Micro (0-49 Workers), Small (50-249 Workers), Medium (250-999 Workers), Massive (1,000-4,999 Workers)
Micro, Small, Medium, Massive
High CRM for Outlook comparability
Along with the usual buyer relationship administration software program options you’d count on, like contact administration and reporting capabilities, the most effective Outlook CRM also needs to embody extra particular e-mail administration options. This may embody AI-generated content material, templates, monitoring, mass emails, and extra. I’ve discovered that the most effective 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 | Whole integrations | |
|---|---|---|---|---|---|---|
| Dynamics 365 | 3.3/5 | $65 per person monthly | No | No | Restricted | 1,000+ |
| HubSpot | 4/5 | $15 per person monthly | Sure | Sure | Sure | 1,500+ |
| Pipedrive | 4.3/5 | $14 per person monthly | No | Sure | Sure | 350+ |
| monday CRM | 3.6/5 | $12 per person monthly | Restricted | Sure | Sure | 200+ |
| Insightly | 4.3/5 | $29 per person monthly | No | Sure | Sure | 1,000+ |
Dynamics 365: Greatest general CRM for Outlook
Previously often known as Microsoft Dynamics 365, Dynamics 365 is Microsoft’s CRM answer. Since each instruments are native Microsoft functions, Dynamics 365 is the most effective CRM for Outlook. Along with integrating and managing data between the 2 instruments, Dynamics 365 has an AI Copilot that may be activated in Outlook. The CRM can monitor, edit, and summarize all e-mail threads and reply drafts.
Why I selected Dynamics 365
Dynamics 365 is an AI-powered CRM answer that may present contextual insights, AI-generated content material, and call exercise administration. Customers can collaborate with teammates or different departments via numerous channels and sources, equivalent to Microsoft Groups and Microsoft 365. This manner, the complete enterprise is related with accessible knowledge.
Whereas Microsoft Dynamics 365 does have a prolonged free trial, as soon as you might be able to subscribe to a premium plan, you may discover the costs are larger than the trade common. If you need an analogous CRM with AI instruments and highly effective integrations, I like to recommend HubSpot, monday CRM, or Insightly.
For extra data, learn the total Microsoft Dynamics 365 evaluation.
Dynamics 365 pricing
- Dynamics 365 Gross sales Skilled: $65 per person monthly.
- Dynamics 365 Gross sales Enterprise Version: $105 per person monthly.
- Dynamics 365 Gross sales Premium: $150 per person monthly.
- Microsoft Relationship Gross sales: Contact straight for a quote.
Dynamics 365 options
- Microsoft Groups: Combine with Groups with extra AI-powered options with Copilot.
- Gross sales power automation: Entry forecasting, competitor analytics, gross sales targets, and territory administration.
- Self-service help: Routinely consumption and remedy tickets and help calls with AI-powered chatbots.
Dynamics 365 professionals and cons
| Professionals | Cons |
|---|---|
| 30-day free trial. | There isn’t a forever-free plan. |
| 24/7/365 knowledge safety assure. | Costly premium plans in comparison with others on this information. |
| Strong native and third-party integration and automation. | Actual customers report sophisticated person interfaces. |
HubSpot: Greatest free CRM with Outlook integration
HubSpot is an especially scalable CRM software program that additionally affords a free CRM with extra than simply core performance. HubSpot contains free instruments equivalent to an e-mail template builder, an AI e-mail author, a gathering scheduler, and dwell 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 e-mail monitoring permits essentially the most up-to-date data round authorised templates, e-mail sequences, and conferences.
Why I selected HubSpot
HubSpot is a well-liked CRM answer that may act as a buyer platform to help advertising, gross sales, and repair operations. It’s an especially highly effective and scalable answer that can be utilized by any dimension enterprise from startups to enterprises.
The Skilled tier is supposed to help small and midsize companies however will be fairly costly in comparison with different Outlook CRMs on this information. If you need a extra inexpensive answer, I like to recommend Pipedrive, monday CRM, or Insightly.
For extra particulars, learn my HubSpot evaluation.
HubSpot pricing
- Free CRM: Free for as much as 5 customers with contact administration, quotes, dwell chat, and extra.
- Gross sales Hub Starter: $15 per seat monthly, billed yearly, or $20 when billed month-to-month.
- Gross sales Hub Skilled: $90 per seat monthly, billed yearly, or $100 when billed month-to-month, and a one-time $1,500 onboarding charge.
- Gross sales Hub Enterprise: $150 per seat monthly, 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 e-mail author: Use AI to generate advertising and gross sales outreach emails in seconds.
HubSpot professionals and cons
| Professionals | Cons |
|---|---|
| Helps over 1,500 attainable integrations. | Greater-tier paid plans require a one-time onboarding charge. |
| 24/7 buyer help. | Stories of occasional system bugs and glitches. |
| Actual customers report an intuitive interface. | The superior paid plans are dear in comparison with others on this checklist. |
Pipedrive: Greatest for e-mail and communication monitoring
Pipedrive can totally combine with Outlook, Gmail, or a generalized firm e-mail. The mixing permits customers to examine, 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 e-mail with full transparency after which create new contacts and leads from these emails.
Why I selected Pipedrive
Pipedrive is a sales-forward CRM answer that gives numerous options to help superior pipeline administration. Its lead qualifying, communication monitoring, a whole lot of integrations, and easy onboarding make it an incredible CRM for small companies.
In comparison with Pipedrive, each Dynamics 365 and HubSpot provide extra AI options, integrations, and general scalability.
To study extra, head over to my Pipedrive evaluation.
Pipedrive pricing
- Important: $14 per person monthly, billed yearly, or $24 per person when billed month-to-month.
- Superior: $34 per person monthly, billed yearly, or $44 per person when billed month-to-month.
- Skilled: $49 per person monthly, billed yearly, or $64 per person when billed month-to-month.
- Energy: $64 per person monthly, billed yearly, or $79 per person when billed month-to-month.
- Enterprise: $99 per person monthly, billed yearly, or $129 per person when billed month-to-month.
Pipedrive options
- Good 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 exhibits 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 e-mail or clicks on any hyperlink embedded within the e-mail copy.
Pipedrive professionals and cons
| Professionals | Cons |
|---|---|
| 14-day free trial. | Doesn’t provide a perpetually free plan. |
| Has a wide range of add-ons and upgrades for buy. | Restricted advertising capabilities in comparison with HubSpot or Insightly. |
| Provides 24/7 buyer help. | Customers report restricted customizations for studies. |
monday CRM: Greatest CRM for exercise administration
monday CRM affords two-way e-mail integrations with Gmail and Outlook. This implies monday CRM customers can ship and obtain emails and monitor e-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 an especially versatile and customizable software that makes it an incredible CRM for mission administration. With a number of trade 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 checklist with extra superior options. In case you’re after a top-scoring AI CRM, I like to recommend HubSpot, Pipedrive, or Dynamics 365.
Learn our monday CRM evaluation to study extra.
monday CRM pricing
- Free model: Barebones model is just out there for college students and nonprofit organizations after submitting an software.
- Primary CRM: $12 per person monthly when billed yearly or $15 when billed month-to-month.
- Commonplace CRM: $17 per person monthly when billed yearly or $20 when billed month-to-month.
- Professional CRM: $28 per person monthly when billed yearly or $33 when billed month-to-month.
- Enterprise CRM: Contact monday.com for a quote.
monday CRM options
- Mass e-mail monitoring: Set the standing of each mass e-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 professionals and cons
| Professionals | Cons |
|---|---|
| 14-day free trial. | Free CRM is just out there for authorised customers. |
| Provides limitless contacts and boards in each paid plan. | Multi-level permissions are solely out there within the Enterprise tier. |
| Has an intuitive cellular app interface. | Actual customers report occasional bugs with preset automation. |
Insightly: Greatest CRM for one-off and bulk emailing
Insightly has highly effective e-mail options for the entire e-mail suppliers it integrates with, together with Outlook and Gmail. Customers can use e-mail templates to shortly ship routine emails in a standardized format that’s available. Insightly additionally affords one-off or bulk emails as soon as a template is created, so reps can ship a customized e-mail or as much as 50 emails concurrently. One other e-mail administration software is scheduled emails, which means customers can choose the precise time an e-mail is distributed to a buyer with out having to be on their system on the similar time.
Why I selected Insightly
Insightly is a cloud-based CRM system with mission administration and productiveness options. Along with CRM software program, Insightly affords a advertising and repair software that may assist companies handle buyer relationships from lead era to ongoing help. Insightly’s AppConnect makes it easy to combine current third-party instruments and customized methods 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. In case you desire beginning with a free software, I like to recommend HubSpot.
Take a look at my Insightly evaluation to study extra about its choices.
Insightly pricing
- Plus: $29 per person monthly, billed yearly.
- Skilled: $49 per person monthly, billed yearly.
- Enterprise: $99 per person monthly, billed yearly.
Insightly options
- Pipelines: Tag different customers, view deal progress, and talk with different groups or departments.
- Cell app: Search, ship, and monitor emails from the Insightly cellular app.
- Workflow automation: Construct formulation that automate repetitive duties equivalent to emails whereas additionally eliminating the danger of human error.
Insightly professionals and cons
| Professionals | Cons |
|---|---|
| 14-day free trial. | Restricted buyer help. |
| Provides product, value books, and quotes software program. | Superior permissions and safety are solely out there within the top-tier paid plans. |
| Strong integrations for gross sales, communication, advertising, and repair. | Provides capped file storage till the Enterprise plan. |
How do I select the most effective Outlook CRM for my enterprise?
I’ve created this information for the most effective CRM for Outlook and its advantages that will help you slender down choices that finest match your corporation 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 checklist that pique your curiosity. This can put you in contact straight with the software program’s gross sales workforce.
Listed below are some inquiries to reply when selecting the most effective Outlook CRM for your corporation:
- What’s the complete in-market experience in your trade?
- Is the CRM scalable and detailed sufficient to suit your enterprise dimension?
- How does the CRM pricing work for this supplier?
- Are their companies inside your finances? Would you like a free CRM first?
- Does the CRM provide the superior options you want, equivalent to checklist 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 checklist as an integrative software for Outlook and its generalized choices. That is completed 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 take advantage of when reviewing these CRM methods:
- Value: Weighted 25% of the whole rating.
- Core options: Weighted 25% of the whole rating.
- Customizations: Weighted 15% of the whole rating.
- Integrations: Weighted 15% of the whole rating.
- Ease of use: Weighted 10% of the whole rating.
- Buyer help: Weighted 10% of the whole rating.
Regularly requested questions (FAQs)
Which CRM does Microsoft use?
Microsoft affords 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 person monthly. Microsoft does provide onboarding and coaching help when implementing its CRM software.
How do I set up a CRM in Outlook?
The precise steps to combine your CRM with Outlook rely on 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 consumer. From there, you possibly can combine different add-ons and begin creating guidelines for a way the 2 methods work together.
What’s the finest CRM for Outlook?
Since Dynamics 365 and Outlook are each Microsoft properties, Dynamics 365 is the most effective general CRM for Outlook. Nevertheless, suppliers like HubSpot, Pipedrive, monday CRM, and Insightly can all combine as third-party instruments with the identical administration capabilities, equivalent to e-mail monitoring, one-off or bulk sends, and templates.