CRM Software

by SalesOutlookMicrosoft 365Price not published

Organizes companies, contacts, deals and activities within Microsoft 365, Teams and Outlook.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
CRM Software — screenshot from the Microsoft Marketplace listing

What it does

CRM Software organizes companies, contacts, deals and activities in Microsoft 365, Microsoft Teams and Microsoft Outlook. Folders, categories and flags organize records for follow-up, while email templates can be sent to individual or grouped contacts. The app includes notes, tasks, appointments, reminders and Excel reporting. Data is stored in Microsoft SharePoint on the Microsoft tenant.

Key capabilities

from the Microsoft Marketplace listing

Contact management

Stores contacts, companies and deals shared within a team.

Sales tracking

Tracks deals, leads, emails, notes and documents.

Email templates

Sends email templates to individual contacts or groups of contacts.

Follow-up management

Uses notes, tasks, appointments and reminders for follow-ups.

Excel reporting

Provides reporting using Microsoft Excel.

Marketing emails

Sends marketing emails inside CRM Software.

Custom fields

Supports custom and required fields with configurable field layouts.

SharePoint storage

Stores data in Microsoft SharePoint on the Microsoft tenant.

Use cases

  • Teams can share contacts, companies and deals across desktop and mobile devices.
  • A contact can be added from an email, and a lead can be converted into a deal.
  • Microsoft server location determines where the stored data is located, such as the US or Canada.

Who it's for

The product is for teams managing contacts, companies, deals and follow-ups.

How it compares

CRM Software and Best CRM for Outlook both use cloud deployment and have an unknown pricing model; CRM Software was updated on Jul 2026, while Best CRM for Outlook was updated on Jan 2026. Power-CRM Contact Management uses cloud deployment with paid pricing and was updated on Dec 2025. CRM Hub uses cloud deployment with an unknown pricing model and was updated on Aug 2026. CRM As A Service uses cloud deployment with an unknown pricing model and was updated on Dec 2025.

NamePricingDeploymentUpdated
CRM Softwarethis pluginPrice not publishedCloud
Best CRM for OutlookPrice not publishedCloud
Power-CRM Contact ManagementPaidCloud
CRM HubPrice not publishedCloud
CRM As A ServicePrice not publishedCloud

In the catalog

263 plugins in Microsoft 365 · Sales

Price distribution: 5 free, 6 freemium, 97 paid, 155 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Microsoft 365
Deployment
Cloud
Pricing
Price not published

More from SalesOutlook

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What the vendor says

«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 user-friendly interface. Use categories, folders and flags to organize your data into manageable segments for follow up. What are the unique …»

Official marketplace listing

Publisher
SalesOutlook
Updated on marketplace
Facts verified

Tags

customercontactmanager