Crm software for office 365 full#
Crm software for office 365 software#
Crm software for office 365 free#

Data enrichment with Twitter and Facebook, automated lead generation from social media, and social interaction tracking with leads and contacts.

Analytics include charts, funnels, key performance indicators (KPIs), a target meter, an anomaly detector, customizable dashboards, and workflow reports.

Higher tiers offer Zia AI, a conversational artificial intelligence (AI) assistant that provides predictions, suggestions, and recommendations.

Automated workflows and personalized customer journeys.

Customizable pages, tabs, fields, links, modules, buttons, lists, and validation rules.

SalesSignals gives you real-life notifications about your customer and contact activities.

Salesforce automation feature allows you to manage leads, accounts, deals, tasks, events, call logs, notes, reminders, and pipelines.

Zoho CRM Outlook sidebar (Source: Zoho CRM) Visit HubSpot Zoho CRM: Best Outlook Integration for Social Media Lead Generation Read our HubSpot CRM review to know more or to find out if it is the right CRM platform for your business.

Help center includes community support, a knowledge base, and video training paid tiers offer email, chat, and phone support.

Track and improve customer experience using ticketing, canned responses, surveys, and insights.

Track goals with period-based quotas and view performance metrics on the reporting dashboard.

Bulk email sending, email tracking, and templates.

Automate and personalize marketing with optimized content, social media tools, A/B testing, website traffic analytics, and campaign reporting.

Capture, understand, and engage with your leads using landing pages, live chat, conversational bots, forms, contact website activity, list segmentation, and email marketing.

Organize sales processes with deal pipelines, simple automation, custom properties, and quotes.

Contact management, website activity tracking, deal management, tasks, and meeting scheduling.

Offers five premium products: Marketing Hub, Sales Hub, Service Hub, Customer Management System (CMS) Hub, and Operations Hub.

HubSpot Outlook sidebar (Source: HubSpot)

Crm software for office 365 software#

The tabs below offer more insight into our evaluation process for selecting the best CRM software for Outlook integration:

Crm software for office 365 full#

This platform also provides you with a robust contact management feature and full visibility into your pipeline. It scored as the top CRM solution in this category because of its affordability, excellent core features, user-friendly interface, and availability of multichannel customer support.

Crm software for office 365 free#

In addition, it lets you easily log all the emails sent from Outlook.Д«ased on our research, HubSpot is the best overall choice for businesses wanting a free and simple CRM with Outlook integration. The integration of CRM with Outlook boosts your productivity by improving team collaboration, project management, and reporting capabilities. How We Evaluated CRMs With Outlook Integration Microsoft Dynamics 365: Best for companies using the full Microsoft ecosystem of productivity and office software.Insightly: Ideal for account managers who want to manage both deals and their resulting projects from within Outlook inboxes.Salesforce Essentials: Great fit for teams wanting access to robust features while using the desktop version of Outlook.Pipedrive: Great option for businesses who want to manage Outlook email within a mobile CRM app.Zoho CRM: Excellent choice for marketers who want to capture and manage social media leads from Outlook email.HubSpot CRM: Best overall for businesses wanting a free and simple CRM with Outlook integration.Our top picks, and their best uses cases, include: In this article, we compared several options based on pricing, features, ease of use, customer support, and expert scores to arrive at the top CRM platforms for Outlook integration, including the best overall. The best customer relationship management (CRM) systems that integrate with Outlook provide users with seamless access to their leads, deals, contacts, and other essential CRM functionalities from right within their inbox.