Outlook Customer Manager

Outlook Customer Manager

Lightweight CRM for Outlook in Office 365

4.6/5 (9956 review)

Outlook Customer Manager - Overzicht

Wat is Outlook Customer Manager?

Outlook Customer Manager is a lightweight customer relationship management (CRM) tool for Outlook as part of Office 365. Currently, Outlook Customer Manager is being rolled out to Office 365 Business Premium subscribers in the First Release program, and will be released worldwide in the coming months.

Outlook Customer Manager is designed to assist small businesses in managing their customer relationships, by providing a complete view of all interactions with each customer, generating reminders for upcoming meetings and deadlines, and enabling users to track all in-progress deals and tasks. Customer information is automatically gathered from call logs, emails, and calendars within Office 365, organized and presented as a timeline alongside the Outlook inbox. Details such as calls, emails, meetings, files, notes, tasks, deals, and deadlines are all presented in the timeline, to prevent users from needing to manually enter or search for customer data. Data can be shared with other team members, enabling any user to take a customer’s call with access to all the necessary information, including recent calls, upcoming meetings, and deal stages.

Tasks in Outlook Customer Manager can be associated with a particular contact, company, or deal, and a list of the most important deals and customers is automatically generated and presented as the ‘Focused’ list, to assist users in prioritizing their time. Deals can also be listed by priority, amount, stage, and close date. The Outlook Customer Manager mobile app gives users access to customer and deal information from anywhere, allowing quick check-ins before meetings, and the creation of new contacts from scanned business cards.

Outlook Customer Manager - Overzicht

Prijzen

Vanaf
N/A

Prijsopties

Gratis proef
Abonnement
Prijs-kwaliteitverhouding

Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.


Outlook Customer Manager - Functies

Apparaten
Bedrijfsgrootte
K M G
Markten
Azië, Australië, Brazilië, Canada, China en nog 5 andere, Europa, Duitsland, India, Japan, Latijns-Amerika
Ondersteunde talen
Arabisch, Chinees (Vereenvoudigd), Chinees (Traditioneel), Tjechisch, Deens en nog 15 andere, Nederlands, Engels, Fins, Frans, Duits, Italiaans, Japans, Koreaans, Noors, Pools, Portugees, Russisch, Spaans, Zweeds, Turks

Screenshots

Schermopname van Outlook Customer Manager: Outlook Customer Manager presents a timeline of customer information alongside the Outlook inbox
Schermopname van Outlook Customer Manager: Outlook Customer Manager presents a timeline of customer information alongside the Outlook inbox Schermopname van Outlook Customer Manager: Customer information is automatically gathered from email, call log, and calendar data in Office 365 Schermopname van Outlook Customer Manager: Users can view their daily reminders and tasks in the Outlook Customer Manager mobile app Schermopname van Outlook Customer Manager: Customer information can also be accessed through the Outlook Customer Manager mobile app Schermopname van Outlook Customer Manager: Users can view and manage all of their tasks for the current day on the 'Today' tab in Outlook Customer Manager Schermopname van Outlook Customer Manager: The 'Focused' tab presents users with a list of important deals and customers to assist task prioritization Schermopname van Outlook Customer Manager: Tasks can be associated with customers, companies, or deals in Outlook Customer Manager

Outlook Customer Manager reviews

Outlook Customer Manager reviews

Totaalscore
4.6
/
5 9956 reviews
Uitstekend
6478

Zeer goed
2823

Gemiddeld
528

Slecht
78

Erg slecht
49

Prijs-kwaliteitverhouding
4.3
Functies
4.5
Gebruiksgemak
4.4
Klantenondersteuning
4.2
93% heeft deze app aanbevolen
Deba O.

The one stop software for serious business and office productivity

I have used office 365 for both personal use and for deployment for clients and I can boldly say that there is nothing quite like office 365 and clients always almost never have negatives except kudos for this suite. Many of them categorically ask for office 365 and won’t settle for another. It is a complete catalyst for productivity ouside the pricing.


Vertalen met Google
Joyce C.

I prefer office 365 to Google Suite

I prefer 365 over Google Suites and am frustrated by younger team members push for Google. I find 365 support far superior and technical support staff always helpful. I use all 365 products regularly in my work day and find it more reliable.


Vertalen met Google
Esther R.

Best Option for Automatically-Updated Office Installs, But Not the Greatest Value

Office 365 fits a very specific purpose, but it's a purpose that is very common in office environments: ensuring that you always have the latest version of Office applications available to you, including on multiple computers if you choose one of the higher-priced packages. Gone are the days of needing to purchase each new edition of Office every 3 years, because Office 365 automatically upgrades whenever a new version is released. The downside is, you're then locked into a monthly subscription, and then if you cancel it, all the money you spent leaves you with no access to the applications. This may not be a problem for everyone, but it is frustrating at times to realize you are essentially just "renting" access to the software. Its activation system is also a bit buggy, as Word regularly asks me to sign into my Microsoft account to re-activate the software, despite nothing on my account changing. If you can get beyond these issues, however, Office 365 definitely fills an important niche.


Vertalen met Google
Jeanne C.

50/50

I'm on the fence about Office 365. Some of the features work really well like the applications. Other features like OneDrive aren't as trustworthy as I had hoped. Our company has had issues with accessing files on OneDrive and SharePoint. Microsoft tech support usually has the problem resolved within 24 hours. But for a 24 hours facility, sometimes that's not fast enough. Ultimately the decision was not mine to move to Office 365. Had I known it wasn't very reliable, I would have waited to transition to it.


Vertalen met Google
Zied D.

Simply the best office suite

As a team manager and project manager, I do my everyday tasks with Office 365.
Teams is the best teamwork software in the market. It is complete and you can do a lot of things in the same software (Chat, work on files, have meetings, organize meetings, integrate other softwares such as Trello for example).
Word, PowerPoint and Excel, used by everyone in every company, are the most advanced and complete softwares in the market.


Vertalen met Google
Deba O.
Sector: Olie en energie
Bedrijfsgrootte: 51-200 werknemers
Vertalen met Google

The one stop software for serious business and office productivity

Dagelijks 2+ jaar lang gebruikt
Beoordeeld op 7-12-2018
Bron van de reviewer: Capterra

I have used office 365 for both personal use and for deployment for clients and I can boldly say that there is nothing quite like office 365 and clients always almost never have negatives except kudos for this suite. Many of them categorically ask for office 365 and won’t settle for another. It is a complete catalyst for productivity ouside the pricing.

Pluspunten

Microsoft is excellent in its support for office 365 and whenever I have needs to call on them, they have always responded and even for clients I cannot go to, the support from Microsoft sometimes mean that my input is not even needed to overcome their complaints.
There is a staggering volume of effective updates for office 365. I recall having an issue with outlook on a client’s platform that resulted in a system crash whenever he tries to access it. He called me and complained and I was supposed to go fix it by the weekend. Incidentally, an update was released that same day and by the time he installed the new update, that issue was magically solved and thus saved me the stress of embarking on that trip. I will never forget that because it was an already hectic period for me.
There is 1TB of secure OneDrive storage which comes with a business version of 365 which some of my clients appreciates because it saves the cost of getting additional cloud storage from other vendors.
Accessibility is very key in my line of duty and the ability to access word, excel, power point, Skype and use outlook as found in office 365 domiciled on my pc and in the cloud anywhere I am, gives me the confidence to take on many tasks.
The collaboration tools like SharePoint and Microsoft Teams is useful for teamwork and integration of processes amongst departments of large organizations.
Another amazing thing about office 356 is that the developers are consistently improving on the application.

Minpunten

It is a very bloated suite and many clients don’t make use of up to 50% of the functions embedded in it.
The suite is not completely available on some platforms. For instance, I once tried to deploy it on a client’s MAC only to find out that Microsoft publisher was not available.
Maybe it is just me but I think the pricing for office 365 is incredulous when compared to similar suites.
For slow internet, the online application for programs like Access and excel is going to test your patience especially for large tables and data.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 9.0/10

Joyce C.
Sector: Informatietechnologie en -diensten
Bedrijfsgrootte: 2-10 werknemers
Vertalen met Google

I prefer office 365 to Google Suite

Dagelijks 2+ jaar lang gebruikt
Beoordeeld op 3-12-2019
Bron van de reviewer: Capterra

I prefer 365 over Google Suites and am frustrated by younger team members push for Google. I find 365 support far superior and technical support staff always helpful. I use all 365 products regularly in my work day and find it more reliable.

Pluspunten

- ability to work from anywhere as long as I have internet
-cloud based so I have access to all my files even when on a different computer
- Access my email, files and all Microsoft programs from any location and device
-great customer support
-can work on device vs cloud and then save on device or cloud
-share documents- collaborate
- security
- no licensing issues- everyone in office has same service and upgrades at the same time

Minpunten

-since everything is cloud based if issues with internet equal issues access files
-updates can take a lot of time
-you have to purchase a subscription
- changing features
-- sometimes get "hung up" and doesn't do anything and will self shut down

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 10.0/10

Esther R.
Sector: Informatietechnologie en -diensten
Bedrijfsgrootte: Zelfstandig ondernemer
Vertalen met Google

Best Option for Automatically-Updated Office Installs, But Not the Greatest Value

Dagelijks 2+ jaar lang gebruikt
Beoordeeld op 3-12-2019
Bron van de reviewer: Capterra

Office 365 fits a very specific purpose, but it's a purpose that is very common in office environments: ensuring that you always have the latest version of Office applications available to you, including on multiple computers if you choose one of the higher-priced packages. Gone are the days of needing to purchase each new edition of Office every 3 years, because Office 365 automatically upgrades whenever a new version is released. The downside is, you're then locked into a monthly subscription, and then if you cancel it, all the money you spent leaves you with no access to the applications. This may not be a problem for everyone, but it is frustrating at times to realize you are essentially just "renting" access to the software. Its activation system is also a bit buggy, as Word regularly asks me to sign into my Microsoft account to re-activate the software, despite nothing on my account changing. If you can get beyond these issues, however, Office 365 definitely fills an important niche.

Pluspunten

Always provides the latest version of all Office applications, can be used on multiple computers (depending on package purchased), offers OneDrive storage included with the packages

Minpunten

Becomes expensive over time, local installs of the applications sometimes need to be reactivated due to bugs in the activation system, locks you in to a specific software ecosystem

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak

Waarschijnlijkheid van aanbeveling: 7.0/10

Jeanne C.
Sector: Wetshandhaving
Bedrijfsgrootte: 51-200 werknemers
Vertalen met Google

50/50

Dagelijks 1+ jaar lang gebruikt
Beoordeeld op 19-1-2019
Bron van de reviewer: Capterra

I'm on the fence about Office 365. Some of the features work really well like the applications. Other features like OneDrive aren't as trustworthy as I had hoped. Our company has had issues with accessing files on OneDrive and SharePoint. Microsoft tech support usually has the problem resolved within 24 hours. But for a 24 hours facility, sometimes that's not fast enough. Ultimately the decision was not mine to move to Office 365. Had I known it wasn't very reliable, I would have waited to transition to it.

Pluspunten

SharePoint is a good function for a medium to large sized business. We use it to post documents that our staff use consistently so they can find everything in one place. The documents can get kind of buried in the file structure but it's ideally the same as Windows Explorer once you get used to it. It's nice that you can personalize the sites with background photos and text. Another great feature is the downloadable apps that you get with an E3 account. You can download the apps on a number of computers so you can use it anywhere. Additionally you can download the apps on your phone or tablet.

Minpunten

OneDrive has given me some trouble when I've got the folder linked with my computer. If you upload things to the OneDrive via internet browser, it's great. Once I added it to my desktop and opened the file window to be used in addition to the web browser, it got questionable. I would open files from the file explorer window and edit them and they wouldn't upload to OneDrive when saved. It's something you really have to keep an eye on. Maybe it was my network card or internet connection. But when you have more than one person editing the same files at different times, you never know if you're getting the most up to date version of that file. I've lost a lot of data because of this. Also when you create Groups and try to use that group for an email, you have to be sure to expand the group or it won't be sent as an email. It will send as a group message and most of the people I work with don't know how to view that.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 6.0/10

Zied D.
Sector: Machine- en installatiebouw
Bedrijfsgrootte: 201-500 werknemers
Vertalen met Google

Simply the best office suite

Dagelijks 2+ jaar lang gebruikt
Beoordeeld op 9-1-2020
Bron van de reviewer: Capterra

As a team manager and project manager, I do my everyday tasks with Office 365.
Teams is the best teamwork software in the market. It is complete and you can do a lot of things in the same software (Chat, work on files, have meetings, organize meetings, integrate other softwares such as Trello for example).
Word, PowerPoint and Excel, used by everyone in every company, are the most advanced and complete softwares in the market.

Pluspunten

Office 365 is complete. All the softwares supplied by Office 365 helps everyday doing the hundred of tasks.
Word, PowerPoint and Excel are the best softwares in the market today, against Google GSuite.
Excel is a very powerful tool for tables, dynamic tables and calculation.
Microsoft Teams is the daily software you will use to organize your team work : Shared files, grouped discussion, meeting and conferences, ...
Office is made for very small, small, big and very big companies. It is easy to works with customers, suppliers if you have Office because most of the companies uses Office.

Minpunten

Sometimes two softwares can do the same task. It can be difficult to understand which software to use.
For example, to work and shared files, you can do it with OneDrive and Teams.
An explanation of the softwares and what they do could be interesting for users.

Scoreverdeling

Prijs-kwaliteitverhouding
Gebruiksgemak
Klantenondersteuning

Waarschijnlijkheid van aanbeveling: 10.0/10

Gebruikersaanbeveling
8.7/10
Gebaseerd op 9.956 gebruikersscores
Vergelijk gebruikersaanbevelingen met alternatieven
Vergelijk met alternatieven

Prijzen van Outlook Customer Manager

Prijzen van Outlook Customer Manager

Vanaf
N/A
Gratis proef
Abonnement
Prijs-kwaliteitverhouding

Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

Prijs-kwaliteitverhouding
4.3/5
Gebaseerd op 9.956 gebruikersscores
Vergelijk scores voor prijs-kwaliteitverhouding met alternatieven
Vergelijk met alternatieven

Outlook Customer Manager - Functies

Outlook Customer Manager - Functies

API
Aangepaste velden
Aanpasbare branding
Aanpasbare rapportage
Aanpasbare sjablonen
Activiteiten volgen
Activiteitendashboard
Automatische meldingen
CRM-integratie
E-mailintegratie
Elektronische betalingen
Enquêtes en feedback
Gegevens importeren en exporteren
Herinneringen
Integratie van derden
Integratie van sociale media
Kalenderbeheer
Klantendatabase
Rapportage en statistieken
Realtime gegevens
Functies
4.5/5
Gebaseerd op 9.956 gebruikersscores
Vergelijk functiescores met alternatieven
Vergelijk met alternatieven

Categorieën

Video's en instructies

Video's en instructies

Aanvullende informatie voor Outlook Customer Manager

Aanvullende informatie voor Outlook Customer Manager

Voornaamste functies van Outlook Customer Manager

  • Auto-populated timeline
  • Automated reminders
  • Business card scanning
  • Call logs
  • Complete view of interactions with each customer
  • Contact & deal sharing with teams
  • Deal tracking
  • Emails
  • Files/documents
  • Meeting invites
  • New contact creation
  • Notes
  • Prioritizing
  • Task creation
  • Task tracking
  • Tasks associated with contacts, companies & deals
  • Timeline next to Outlook inbox
  • Upcoming meetings
  • ‘Focused’ list of important customers & deals
  • ‘Today’ page

Pluspunten

  • Customer information, including calls, meetings, emails, tasks, notes, files, deadlines, and deals, are automatically organized into a timeline which is displayed alongside the Outlook inbox.

  • Tasks can be associated with deals, companies, and contacts, and reminders are automatically surfaced by Outlook Customer Manager.

  • Deals can be listed according to their stage, priority, close date, and amount, and a 'Focused' list of important deals and customers is generated automatically to assist users in prioritizing their time.

  • Customer information can be shared with other team members, enabling any team member to take a call with a customer and access all of the necessary information, such as deal stage information, recent calls, and upcoming meetings.

  • The Outlook Customer Manager mobile app allows users to check customer information and recent communications on-the-go, such as before a meeting, record notes of customer interactions, and scan business cards to create new contacts.

  • Outlook Customer Manager - Veelgestelde vragen

    Outlook Customer Manager - Veelgestelde vragen

    Hieronder zie je enkele veelgestelde vragen over Outlook Customer Manager.

    V. Welke prijsmodellen heeft Outlook Customer Manager te bieden?

    Outlook Customer Manager kent de volgende prijsmodellen:

    Prijsmodel: Abonnement

    Gratis proef: Niet beschikbaar

    Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

    V. Wat zijn de voornaamste functies van Outlook Customer Manager?

    Outlook Customer Manager biedt de volgende functies:

    • Auto-populated timeline
    • Automated reminders
    • Business card scanning
    • Call logs
    • Complete view of interactions with each customer
    • Contact & deal sharing with teams
    • Deal tracking
    • Emails
    • Files/documents
    • Meeting invites
    • New contact creation
    • Notes
    • Prioritizing
    • Task creation
    • Task tracking
    • Tasks associated with contacts, companies & deals
    • Timeline next to Outlook inbox
    • Upcoming meetings
    • ‘Focused’ list of important customers & deals
    • ‘Today’ page

    V. Wat zijn de typische gebruikers van Outlook Customer Manager?

    Outlook Customer Manager heeft de volgende typische klanten:

    Klein bedrijf

    V. Welke talen worden door Outlook Customer Manager ondersteund?

    Outlook Customer Manager ondersteunt de volgende talen:

    Arabisch, Chinees (Vereenvoudigd), Chinees (Traditioneel), Tjechisch, Deens, Nederlands, Engels, Fins, Frans, Duits, Italiaans, Japans, Koreaans, Noors, Pools, Portugees, Russisch, Spaans, Zweeds, Turks

    V. Welke prijsmodellen heeft Outlook Customer Manager te bieden?

    Outlook Customer Manager kent de volgende prijsmodellen:

    Abonnement

    V. Biedt Outlook Customer Manager ondersteuning voor mobiele apparaten?

    We hebben geen informatie over apparaten die door Outlook Customer Manager worden ondersteund

    V. Met welke andere apps kan Outlook Customer Manager worden geïntegreerd?

    Outlook Customer Manager kan worden geïntegreerd met de volgende toepassingen:

    Cliently, Office 365

    V. Welke mate van ondersteuning heeft Outlook Customer Manager te bieden?

    Outlook Customer Manager biedt de volgende ondersteuningsopties:

    Veelgestelde vragen, Forum, Kennisbank, Online ondersteuning