Office 365 users can attest that Microsoft Outlook is the communication workhorse for anyone who sends and receives emails. There’s no denying that it’s an invaluable tool, but it lacks much functionality beyond this. That’s why integrating it with the best Outlook CRM is the perfect way to expand its usefulness and empower your sales and marketing teams.
An Office 365 Outlook CRM integration allows you to do so much more with your email service, including team collaboration, sales management, email marketing, and lead generation. In fact, bringing these formidable tools together is the ideal way to boost team efficiency and productivity across all departments.
This blog post highlights the best CRM solutions for Outlook users, breaking down their pros, cons, and pricing. We’ll also detail the benefits of using an Outlook CRM and some of the key features you should consider when looking for the best Office 365 CRM.
Our interactive worksheet compares the benefits offered by Nutshell, your existing contact management solution, and any other CRMs you’re currently evaluating.
Perhaps you’re still on the fence about an Outlook-customer relationship management (CRM) system marriage and need to know what it can do for your organization before you begin your CRM search. The benefits of implementing an Office 365 Outlook CRM within your operation are many and include the following:
As you begin your quest for the best CRM for Outlook and Office 365, you’ll need a checklist of critical features to guide you through the decision-making process. Here are some of the core features you’ll want to keep an eye out for:
Now that you have a better idea of the advantages of a great Outlook CRM and what features you should look out for, let’s dive into the best CRM options on the market for your Outlook integration.
Nutshell is the all-in-one CRM solution for teams that need an easy-to-use system that works harmoniously with Outlook and Office 365. With Nutshell, you get two solutions for Outlook integration, namely:
What’s great about Nutshell is that even users on the entry-level Foundation plan have access to this integration and add-on, unlike some of its competitors.
Nutshell integrates with tons of software, both natively and through Zapier. See if your favorites are on the list.
These are the key Nutshell features you should be aware of:
When you choose Nutshell as your CRM partner for Outlook integration, you can look forward to the following advantages:
Apart from the incredible features and pros highlighted above, Nutshell still comes with a few cons, including:
The following pricing illustrates Nutshell’s affordability:
A 14-day free trial is available (no credit card required).
Microsoft users who want their CRM system to integrate with all their Microsoft tools may consider Microsoft Dynamics 365 as an Office 365 Outlook CRM. With it, you can bring Microsoft products like Excel, OneNote, Teams, OneDrive, and more into a unified system to streamline processes.
You can expect to receive the following features when you choose Microsoft Dynamics 365:
Let’s take a look at the benefits Microsoft Dynamics 365 has to offer its users:
Here are some Microsoft Dynamics 365 pitfalls to bear in mind:
Your Microsoft Dynamics 365 pricing looks like this:
HubSpot is well-known in sales and marketing circles as one of the first enhanced CRM systems. Some of its popularity stems from the free tools and integrations it offers, in addition to its paid plans. This system lets you synchronize data, contact information, templates, and more from your CRM interface.
With HubSpot’s CRM solution, you can manage contacts either through your CRM software or directly from Outlook.
What features can you expect with the HubSpot CRM? Here are a few of the primary features that come with this software:
Some of the upsides to incorporating HubSpot CRM into your organization include:
You might want to keep the following cons in mind when considering HubSpot CRM:
You can expect the following costs associated with HubSpot CRM:
Although noted as one of the more difficult CRM platforms to use, Zoho CRM offers a free Outlook email add-in that provides several helpful features accessible directly through Outlook. Its on-platform Outlook CRM integration is also relatively robust and can be customized to meet your needs. However, those with less CRM experience will likely face a significant learning curve.
Zoho CRM offers the following useful features with Outlook integration:
Opting for Zoho CRM provides you with the following benefits:
On the downside, Zoho CRM fails to impress in the following areas:
While Zoho CRM’s pricing isn’t bad, you’ll need to upgrade to gain access to many of the essential sales and marketing features. Here’s what you can expect to pay:
Companies that want additional features to create processes and workflows for departments other than sales, marketing, and customer support may find Pipedrive a useful CRM. In fact, it has become a popular CRM for teams that want to add project management operations to their CRM system.
Pipedrive is also a reliable CRM for Outlook integration, allowing you to sync everything from emails to contact records and even scheduled video conference meetings. Let’s examine Pipedrive’s features in more detail to determine whether it’s the best Outlook CRM for your business.
When it comes to features, you’ll have access to the following in Pipedrive:
The advantages of signing up with Pipedrive for Outlook and Office 365 integration include:
Unfortunately, a few cons are associated with using Pipedrive as your chosen Office 365 Outlook CRM, such as:
Signing up with Pipedrive for Outlook integration will cost as follows:
Insightly is a CRM platform that allows sales, marketing, and project management teams to work together through one platform. With Insightly, you can synchronize Outlook and CRM data both ways, meaning you can access the information you need from both the Outlook and Insightly interfaces.
Is Insightly the best CRM for Office 365 and Outlook for your business? Let’s find out.
A few standout features you can look forward to when working with Insightly include:
These are the positives when it comes to using Insightly:
Consider these cons when looking at Insightly as an Outlook CRM option:
So, what will investing in Insightly cost you? Here’s a breakdown of the costs:
Nutshell has what you’re looking for.
Sourcing the best Office 365 Outlook CRM for your organization begins with this list of factors you should consider before making your final decision:
For an affordable CRM solution with more than just the core CRM features and comprehensive Outlook integration, look no further than Nutshell. Our CRM offers users stress-free sales and marketing features that help teams close more deals and boost revenue.
Enjoy a host of advanced CRM features packaged in one of the most user-friendly interfaces you’ll experience. In fact, because Nutshell is so easy to use, it has become one of the few CRM systems sales and marketing teams actually love using.
Apart from the broad array of features mentioned in the post, you can look forward to thousands of app integrations, incredible lead generation, competitor tracking, marketing add-ons, and award-winning customer support from our Ann Arbor-based support team.
Give Nutshell a try today, and find out why it’s one of the top-rated CRM systems on G2. Start your 14-day free trial today, or contact our sales team to discuss your needs and view a live demo.
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