A CRM for Outlook is a buyer relationship administration resolution that may combine with the Microsoft e-mail platform. When you’re already utilizing Outlook as an e-mail supplier, it is smart to contemplate investing in a CRM with that integration obtainable in order that what you are promoting communications and analytics are all linked. Right here’s a complete record of CRM instruments with each an Outlook integration and an identifiable use case for e-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 very best Outlook CRM must also embrace extra particular e-mail administration options. This will embrace AI-generated content material, templates, monitoring, mass emails, and extra. I’ve discovered that the very best CRM for Outlook are Dynamics 365 by Microsoft, HubSpot, Pipedrive, monday CRM, and Insightly.

Dynamics 365: Finest total CRM for Outlook

Previously generally known as Microsoft Dynamics 365, Dynamics 365 is Microsoft’s CRM resolution. Since each instruments are native Microsoft purposes, Dynamics 365 is the very best 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 resolution that may present contextual insights, AI-generated content material, and phone exercise administration. Customers can collaborate with teammates or different departments by way of numerous channels and sources, reminiscent of Microsoft Groups and Microsoft 365. This manner, your complete enterprise is linked with accessible information.

Whereas Microsoft Dynamics 365 does have a prolonged free trial, as soon as you might be able to subscribe to a premium plan, you would possibly discover the costs are greater than the business common. If you would like 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 assessment.

Dynamics 365 pricing

• Dynamics 365 Gross sales Skilled: $65 per person per thirty days.
• Dynamics 365 Gross sales Enterprise Version: $105 per person per thirty days.
• Dynamics 365 Gross sales Premium: $150 per person per thirty days.
• Microsoft Relationship Gross sales: Contact immediately 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 assist: Mechanically consumption and clear up tickets and assist calls with AI-powered chatbots.

Dynamics 365 execs and cons

HubSpot: Finest free CRM with Outlook integration

HubSpot is a particularly scalable CRM software program that additionally gives a free CRM with extra than simply core performance. HubSpot contains free instruments reminiscent of an e-mail template builder, an AI e-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 e-mail monitoring permits probably the most up-to-date data round accepted templates, e-mail sequences, and conferences.

Why I selected HubSpot

HubSpot is a well-liked CRM resolution that may act as a buyer platform to assist advertising and marketing, gross sales, and repair operations. It’s a particularly highly effective and scalable resolution that can be utilized by any measurement enterprise from startups to enterprises.

The Skilled tier is supposed to assist small and midsize companies however could be fairly costly in comparison with different Outlook CRMs on this information. If you would like 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 per thirty days, billed yearly, or $20 when billed month-to-month.
• Gross sales Hub Skilled: $90 per seat per thirty days, billed yearly, or $100 when billed month-to-month, and a one-time $1,500 onboarding price.
• Gross sales Hub Enterprise: $150 per seat per thirty days, with an annual dedication and a one-time $3,500 onboarding price.

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 total groups.
• AI e-mail author: Use AI to generate advertising and marketing and gross sales outreach emails in seconds.

HubSpot execs and cons

Pipedrive: Finest for e-mail and communication monitoring

Pipedrive can totally combine with Outlook, Gmail, or a generalized firm e-mail. The combination permits customers to verify, 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 through 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 resolution that gives numerous options to assist superior pipeline administration. Its lead qualifying, communication monitoring, a whole lot of integrations, and easy onboarding make it an amazing 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 per thirty days, billed yearly, or $24 per person when billed month-to-month.
• Superior: $34 per person per thirty days, billed yearly, or $44 per person when billed month-to-month.
• Skilled: $49 per person per thirty days, billed yearly, or $64 per person when billed month-to-month.
• Energy: $64 per person per thirty days, billed yearly, or $79 per person when billed month-to-month.
• Enterprise: $99 per person per thirty days, billed yearly, or $129 per person when billed month-to-month.

Pipedrive options

• Sensible 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.
• E 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 execs and cons

monday CRM: Finest CRM for exercise administration

monday CRM gives 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 a particularly versatile and customizable software that makes it an amazing CRM for undertaking administration. With a number of business specializations, AI-powered automation, and an emphasis on staff 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 record with extra superior options. When you’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 barely obtainable for college kids and nonprofit organizations after submitting an software.
• Primary CRM: $12 per person per thirty days when billed yearly or $15 when billed month-to-month.
• Normal CRM: $17 per person per thirty days when billed yearly or $20 when billed month-to-month.
• Professional CRM: $28 per person per thirty days 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.
• E 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

Insightly: Finest 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 gives one-off or bulk emails as soon as a template is created, so reps can ship a personalised e-mail or as much as 50 emails concurrently. One other e-mail administration software is scheduled emails, that 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 undertaking administration and productiveness options. Along with CRM software program, Insightly gives a advertising and marketing and repair software that may assist companies handle buyer relationships from lead era to ongoing assist. Insightly’s AppConnect makes it easy to combine current third-party instruments and customized programs 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. When you choose beginning with a free software, I like to recommend HubSpot.

Take a look at my Insightly assessment to study extra about its choices.

Insightly pricing

• Plus: $29 per person per thirty days, billed yearly.
• Skilled: $49 per person per thirty days, billed yearly.
• Enterprise: $99 per person per thirty days, 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 cell app.
• Workflow automation: Construct formulation that automate repetitive duties reminiscent of emails whereas additionally eliminating the chance of human error.

Insightly execs and cons

How do I select the very best Outlook CRM for my enterprise?

I’ve created this information for the very best CRM for Outlook and its advantages that can assist you slim down choices that finest match what you are promoting 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 record that pique your curiosity. It will put you in contact immediately with the software program’s gross sales staff.

Listed below are some inquiries to reply when selecting the very best Outlook CRM for what you are promoting:

• What’s the whole in-market experience on your business?
• 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 funds? Would you like a free CRM first?
• Does the CRM supply the superior options you want, reminiscent of record 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 record as an integrative software for Outlook and its generalized choices. That is accomplished with our in-house rubric, which defines standards and subcriteria for core CRM options and functionalities. From there, I recognized an excellent 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 programs:

• Value: Weighted 25% of the entire rating.
• Core options: Weighted 25% of the entire rating.
• Customizations: Weighted 15% of the entire rating.
• Integrations: Weighted 15% of the entire rating.
• Ease of use: Weighted 10% of the entire rating.
• Buyer assist: Weighted 10% of the entire rating.

Regularly requested questions (FAQs)

Which CRM does Microsoft use?

Microsoft gives its personal generalized CRM known 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 per thirty days. Microsoft does supply 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 depend upon the CRM supplier you might have. 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’ll be able to combine different add-ons and begin creating guidelines for the way the 2 programs work together.

What’s the finest CRM for Outlook?

Since Dynamics 365 and Outlook are each Microsoft properties, Dynamics 365 is the very best total CRM for Outlook. Nevertheless, suppliers like HubSpot, Pipedrive, monday CRM, and Insightly can all combine as third-party instruments with the identical administration capabilities, reminiscent of e-mail monitoring, one-off or bulk sends, and templates.