Best CRM for Outlook
Adds shared CRM features for contacts, sales, marketing, and projects to Microsoft Outlook for PC, Mac, web, and mobile.
eWay-CRMPrice not published
Anywhere CRM
by SalesOutlookMicrosoft 365Price not published
Organize companies, contacts, deals and activities across Microsoft Teams, Outlook and Microsoft 365.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Organizes companies, contacts, deals and activities in a Microsoft Outlook-style interface across Microsoft Teams, Microsoft Outlook and Microsoft 365. Records can be grouped with categories, folders and flags for follow-up. The CRM supports email templates, automated workflows, reporting through built-in tools, Microsoft Excel and Microsoft Power BI, and SharePoint data storage. It works with Exchange Online mailboxes and does not support Outlook.com.
Key capabilities
from the Microsoft Marketplace listingContact and company tracking
Tracks contacts, companies, deals and related activities.
Folders and categories
Uses Outlook-style folders, categories and flags to organize records and follow-ups.
Email templates
Sends email templates to individual contacts or groups of contacts.
Workflow automation
Creates simple workflows, rules, approvals and reminders.
Sales management
Keeps deals and leads in one place and can add contacts from emails.
Reporting tools
Provides built-in reporting and supports Microsoft Excel and Microsoft Power BI dashboards.
SharePoint storage
Stores CRM data in Microsoft SharePoint on the Microsoft tenant.
Custom fields
Supports custom and required fields and configurable field layouts.
Use cases
- Sales teams can manage leads and deals alongside emails, notes, documents and follow-up tasks.
- Marketing users can send emails from the CRM and convert leads into deals.
- Administrators can manage the app globally without installing it on each client.
How it compares
Anywhere CRM and Best CRM for Outlook both use cloud deployment and have an unknown pricing model; Anywhere CRM was updated on Aug 2026, while Best CRM for Outlook was updated on Jan 2026. Revenue Inbox for Salesforce also uses cloud deployment, but its pricing model is paid and its update date is Aug 2026. Zoho CRM Connector uses cloud deployment with an unknown pricing model and was updated on Apr 2025.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| Best CRM for Outlook | Price not published | Cloud | |
| Revenue Inbox for Salesforce | Paid | Cloud | |
| Zoho CRM Connector | Price not published | Cloud |
In the catalog
265 plugins in Power BI · Sales
Price distribution: 5 free, 6 freemium, 99 paid, 155 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Power BI
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Our CRM software is a modern tool for Microsoft 365, Microsoft Teams and Microsoft Outlook that allows you to organize your sales data including companies, contacts and deals with a Microsoft Outlook style interface. Use categories, folders and flags to organize your data into manageable segments for follow up. What …»