A CRM for Outlook is a buyer relationship administration resolution that may combine with the Microsoft electronic mail platform. For those who’re already utilizing Outlook as an electronic mail supplier, it is smart to contemplate investing in a CRM with that integration accessible in order that your small business communications and analytics are all linked. Right here’s a complete checklist of CRM instruments with each an Outlook integration and an identifiable use case for electronic mail or exercise administration.
High CRM for Outlook comparability
Along with the usual buyer relationship administration software program options you’d anticipate, like contact administration and reporting capabilities, the perfect Outlook CRM also needs to embody extra particular electronic mail administration options. This will embody AI-generated content material, templates, monitoring, mass emails, and extra. I’ve discovered that the perfect CRM for Outlook are Dynamics 365 by Microsoft, HubSpot, Pipedrive, monday CRM, and Insightly.
| Star ranking | Beginning paid worth | Eternally free plan | Electronic mail templates | Exercise monitoring | Complete 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: Finest total CRM for Outlook
Previously referred to as Microsoft Dynamics 365, Dynamics 365 is Microsoft’s CRM resolution. Since each instruments are native Microsoft purposes, Dynamics 365 is the perfect CRM for Outlook. Along with integrating and managing info between the 2 instruments, Dynamics 365 has an AI Copilot that may be activated in Outlook. The CRM can monitor, edit, and summarize all electronic mail threads and reply drafts.
Why I selected Dynamics 365
Dynamics 365 is an AI-powered CRM resolution that may present contextual insights, AI-generated content material, and speak to exercise administration. Customers can collaborate with teammates or different departments by way of varied channels and sources, akin to Microsoft Groups and Microsoft 365. This manner, your entire enterprise is linked with accessible information.
Whereas Microsoft Dynamics 365 does have a prolonged free trial, as soon as you’re able to subscribe to a premium plan, you would possibly discover the costs are larger than the trade common. In order for you an identical CRM with AI instruments and highly effective integrations, I like to recommend HubSpot, monday CRM, or Insightly.
For extra info, learn the total Microsoft Dynamics 365 assessment.
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 instantly for a quote.
Dynamics 365 options
- Microsoft Groups: Combine with Groups with further AI-powered options with Copilot.
- Gross sales pressure automation: Entry forecasting, competitor analytics, gross sales targets, and territory administration.
- Self-service help: Robotically consumption and remedy tickets and help calls with AI-powered chatbots.
Dynamics 365 execs and cons
| Professionals | Cons |
|---|---|
| 30-day free trial. | There isn’t any forever-free plan. |
| 24/7/365 information safety assure. | Costly premium plans in comparison with others on this information. |
| Sturdy native and third-party integration and automation. | Actual customers report sophisticated person interfaces. |
HubSpot: Finest free CRM with Outlook integration
HubSpot is an especially scalable CRM software program that additionally gives a free CRM with extra than simply core performance. HubSpot consists of free instruments akin to an electronic mail template builder, an AI electronic mail author, a gathering scheduler, and stay chat software program. To ship emails by way of the Outlook integration, customers can log emails despatched from Outlook in HubSpot CRM with only one click on. Actual-time electronic mail monitoring permits probably the most up-to-date info round accredited templates, electronic mail sequences, and conferences.
Why I selected HubSpot
HubSpot is a well-liked CRM resolution that may act as a buyer platform to help advertising and marketing, gross sales, and repair operations. It’s an especially highly effective and scalable resolution that can be utilized by any measurement 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. In order for you a extra inexpensive resolution, I like to recommend Pipedrive, monday CRM, or Insightly.
For extra particulars, learn my HubSpot assessment.
HubSpot pricing
- Free CRM: Free for as much as 5 customers with contact administration, quotes, stay 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 information with firm particulars to have probably the most up to date buyer profiles.
- Template builder: Flip probably the most profitable emails into templates with personalization to share with complete groups.
- AI electronic mail author: Use AI to generate advertising and marketing and gross sales outreach emails in seconds.
HubSpot execs and cons
| Professionals | Cons |
|---|---|
| Helps over 1,500 doable integrations. | Greater-tier paid plans require a one-time onboarding charge. |
| 24/7 buyer help. | Experiences 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: Finest for electronic mail and communication monitoring
Pipedrive can absolutely combine with Outlook, Gmail, or a generalized firm electronic mail. The combination 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 interact leads by way of electronic mail with full transparency after which create new contacts and leads from these emails.
Why I selected Pipedrive
Pipedrive is a sales-forward CRM resolution that gives varied options to help superior pipeline administration. Its lead qualifying, communication monitoring, a whole lot of integrations, and easy onboarding make it a terrific CRM for small companies.
In comparison with Pipedrive, each Dynamics 365 and HubSpot supply extra AI options, integrations, and total scalability.
To study extra, head over to my Pipedrive assessment.
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 electronic mail or clicks on any hyperlink embedded within the electronic mail copy.
Pipedrive execs and cons
| Professionals | Cons |
|---|---|
| 14-day free trial. | Doesn’t supply a endlessly free plan. |
| Has a wide range of add-ons and upgrades for buy. | Restricted advertising and marketing capabilities in comparison with HubSpot or Insightly. |
| Provides 24/7 buyer help. | Customers report restricted customizations for stories. |
monday CRM: Finest CRM for exercise administration
monday CRM gives two-way electronic mail integrations with Gmail and Outlook. This implies monday CRM customers can ship and obtain emails and monitor electronic 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 device that makes it a terrific CRM for challenge administration. With a number of trade specializations, AI-powered automation, and an emphasis on crew collaboration instruments, its customers can customise their gross sales course of from starting to finish with organized information syncing.
Whereas monday CRM does have some AI functionalities, there are others on this checklist with extra superior options. For those who’re after a top-scoring AI CRM, I like to recommend HubSpot, Pipedrive, or Dynamics 365.
Learn our monday CRM assessment to study extra.
monday CRM pricing
- Free model: Barebones model is simply accessible for college kids and nonprofit organizations after submitting an utility.
- 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 electronic mail monitoring: Set the standing of each mass electronic 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 information round deal progress with customized pipelines.
monday CRM execs and cons
| Professionals | Cons |
|---|---|
| 14-day free trial. | Free CRM is simply accessible for accredited customers. |
| Provides limitless contacts and boards in each paid plan. | Multi-level permissions are solely accessible within the Enterprise tier. |
| Has an intuitive cellular app interface. | Actual customers report occasional bugs with preset automation. |
Insightly: Finest CRM for one-off and bulk emailing
Insightly has highly effective electronic mail options for all the electronic mail suppliers it integrates with, together with Outlook and Gmail. Customers can use electronic mail templates to rapidly ship routine emails in a standardized format that’s available. Insightly additionally gives one-off or bulk emails as soon as a template is created, so reps can ship a customized electronic mail or as much as 50 emails concurrently. One other electronic mail administration device is scheduled emails, that means customers can decide the precise time an electronic mail is shipped to a buyer with out having to be on their gadget on the similar time.
Why I selected Insightly
Insightly is a cloud-based CRM system with challenge administration and productiveness options. Along with CRM software program, Insightly gives a advertising and marketing and repair device that may assist companies handle buyer relationships from lead era to ongoing help. Insightly’s AppConnect makes it easy to combine present 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. For those who want beginning with a free device, I like to recommend HubSpot.
Try my Insightly assessment 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 akin to emails whereas additionally eliminating the danger of human error.
Insightly execs and cons
| Professionals | Cons |
|---|---|
| 14-day free trial. | Restricted buyer help. |
| Provides product, worth books, and quotes software program. | Superior permissions and safety are solely accessible within the top-tier paid plans. |
| Sturdy integrations for gross sales, communication, advertising and marketing, and repair. | Provides capped file storage till the Enterprise plan. |
How do I select the perfect Outlook CRM for my enterprise?
I’ve created this information for the perfect CRM for Outlook and its advantages that will help you slim down choices that greatest match your small business 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 may put you in contact instantly with the software program’s gross sales crew.
Listed below are some inquiries to reply when selecting the perfect Outlook CRM for your small business:
- What’s the complete in-market experience on your trade?
- Is the CRM scalable and detailed sufficient to suit your enterprise measurement?
- 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 supply the superior options you want, akin 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 device for Outlook and its generalized choices. That is achieved with our in-house rubric, which defines standards and subcriteria for core CRM options and functionalities. From there, I recognized a really perfect use for every that greatest summarizes the CRM’s greatest choices.
Right here’s the precise breakdown I exploit when reviewing these CRM methods:
- Value: Weighted 25% of the overall rating.
- Core options: Weighted 25% of the overall rating.
- Customizations: Weighted 15% of the overall rating.
- Integrations: Weighted 15% of the overall rating.
- Ease of use: Weighted 10% of the overall rating.
- Buyer help: Weighted 10% of the overall rating.
Ceaselessly requested questions (FAQs)
Which CRM does Microsoft use?
Microsoft gives 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 supply onboarding and coaching help when implementing its CRM device.
How do I set up a CRM in Outlook?
The precise steps to combine your CRM with Outlook rely upon the CRM supplier you’ve got. Usually, the steps to put in your CRM with Outlook are to obtain each software program and comply with steps from the CRM to combine with the Outlook shopper. From there, you may combine different add-ons and begin creating guidelines for a way the 2 methods work together.
What’s the greatest CRM for Outlook?
Since Dynamics 365 and Outlook are each Microsoft properties, Dynamics 365 is the perfect total CRM for Outlook. Nonetheless, suppliers like HubSpot, Pipedrive, monday CRM, and Insightly can all combine as third-party instruments with the identical administration capabilities, akin to electronic mail monitoring, one-off or bulk sends, and templates.
