| 24-7 PersonalCRM
|
Customer relationship tool that integrates mail, contacts, workflow, and lead management. Also features spam blocking, customizable templates, automatic creation of contacts from incoming messages. |
| Account Tracking
|
Unsupported Microsoft sample form application. |
| ACCPAC CRM
|
Web and WAP-enabled customer relationship management application with two-way Outlook integration for contacts, calendar, and tasks. |
| ACT!
|
Contact manager, integrated with Outlook for e-mail, calendar, task, and activity functions. Includes tracking of outgoing faxes, merge to HTML mail with attachments, ability to view ACT! contact databases in Outlook address book. Contact databases can be shared. |
| ADAPTcrm
|
Multi-featured CRM system with two-way, live synchronization with Outlook. Back end is either Microsoft SQL Server or Pervasive.SQL. SDK available. |
| Advocate 2002
|
Case and billing management software that integrates with Outlook 2000's contacts, calendar, tasks and mail. |
| BizAutomation CRM
|
Customer relationship management application built on Outlook and Exchange 2000, with sales force automation, customer service, and marketing and campaign management modules. Supports access via Outlook, web browser, or Pocket Outlook on a PocketPC PDA. Integrates with QuickBooks Pro 2003. Available either for in-house installation or by subscription as a hosted application. Version 2, now supports Exchange 2003. |
| Business Contact Manager
|
CRM add-in for Outlook 2003 included in retail and volume license versions of Microsoft Office 2003 Professional and Small Business Edition.
Also see:Business Contact Manager FAQIntroducing Business Contact Manager Support WebCast Introduction to Business Contact Manager |
| CallPlan CRM for Outlook
|
CallPlan extends the usefulness of Outlook's Contacts to provide true CRM, and organizes tasks, opportunities, e-mail messages and documents in one efficient application. Use one tool, within Outlook, not separate tools for CRM, task management, and document organization. |
| CCS Service Request
|
CCS Service Request provides a central point for tracking and managing service requests for departments such as HR, IT, Facilities, Sales and Marketing. Tickets are submitted from an Outlook form, email or web page. The ticket is routed to the department providing the service. Department staff is assigned the request. Includes full reporting, knowledge base and flexible forms. Easy to install, run. |
| ContactGenie DataPorter
|
A contact import and automated distribution tool for Microsoft Outlook 2000/2003 enabling processing of new contact information as it's received. Supports Outlook custom forms, user-defined fields, user-defined input record selection and contact updates/deletions with field update options. Supports all major file formats including Microsoft SQL, MySQL, XML, and Outlook contact folders. Can be run via command line for unattended scheduled operation. Available in Pro, Personal, and Remote editions. |
| ContactGenie Importer
|
Import tool for Outlook contacts that lets you set up multiple field mapping templates to handle the Excel, Access, Visual FoxPro, dBase, or delimited text files that you import regularly. Can handle user-defined fields, import from Access queries or linked tables, and perform unattended imports on a schedule. |
| ContacTree
|
ContacTree is a contact organizer add-in for Microsoft Outlook that automatically generates organization charts of a contact's company for easy searching and navigation. Available in versions for personal and enterprise use, ContacTree provides very simple new intuitive input forms with extensive auto-complete functions. By splitting contact data into linked levels of Contact, Contact's Manger, Organization and Location, it also becomes easy to develop and maintain records over time. Personal and Enterprise versions available. |
| FootPrints for Exchange
|
Issue management solution for Exchange that could be used for a help desk, customer relationship management, software development, or other applications where you need to track "issues" and their resolution. User interface is via the web or custom Outlook forms. Connects to Exchange GAL and Active Directory, uses Exchange to send updates and alerts, and stores its data in SQL Server or Access. Web-based calendar can send and synchronize appointments with Outlook. |
| Gold-Vision
|
Customer relationship management application based on Outlook, Exchange, SQL Server and Internet Information Server. (Formerly CRM-Vision) |
| GoPro CRM
|
Customer relationship and case management system for Exchange 2000 for handling client interactions from phone calls to documents. WAP add-in for mobile access also available. |
| InterAction
|
Integration with the InterAction customer relationship management solution consists of a MAPI address book provider (not compatible with Outlook 98 or 2000 in Internet Mail Only mode) and a tool to synchronize between Outlook and InterAction. |
| Microsoft CRM
|
Includes sales and service modules for managing customer information and activities. Some integration with Outlook in the sales module only. Also see: Get Ready For Microsoft CRM
Microsoft CRM Uses Full Array of Outlook TechnologiesMicrosoft Unveils Partner and Product Strategy for New CRM Solution Microsoft CRM SDK |
| MX-Contact
|
Customer relationship management system for Outlook using Exchange public folders, structured like a relational database. Handles contacts, appointments, tasks, journal items, documents, and mail messages, as well as companies and opportunities. Can automatically copy contacts that a user owns from the public folder to the user's mailbox Contacts folder. Includes tool to import into Excel for reporting, plus pre-defined Crystal Reports reports. |
| OfficeClip
|
Set of intranet collaboration applications that offer synchronization with Outlook. Available for local server installation and as a hosted application. |
| ONYX Connect for Microsoft Outlook
|
Integrates Microsoft Outlook's scheduling and contact management with the ONYX Customer Center tool for managing, sharing, and viewing all customer information. |
| Opportunity Manager
|
Customer relationship manager tool for Exchange 5.5 SP4 or Exchange 2000 to manage contacts and track incoming and outgoing messages, appointments and documents. Pipeline module controls the sales process. Includes time tracking and reports, plus indexed search to find data in both documents (including .zip archives) and Outlook items. Software development kit available. In English, Danish and German. Does not trigger the Outlook Email Security Update prompts. |
| OpusFlowCRM
|
Contact management tool for Outlook 2000 or later, storing information in an Access database. Tracks correspondence and other items, and shares that data with everyone in the organization. Can associate any contact with any company. Performs merges to Word and keeps a record of the documents created. Maintains a group calendar collating colleagues' appointments. |
| OutBooks
|
Connects Outlook 2000 or 2002 to a QuickBooks Pro/Premier/Accountant 2002 database so you can send bulk mails, create Outlook contacts and distribution lists from QuickBooks customers, and create appointments, tasks, and journal entries for QuickBooks customers. |
| OutlookCRM
|
Outlook-based company/customer relationship management tool adding a custom toolbar and digital dashboard to the Outlook interface. Based totally on Exchange public folders (or for single users, Personal Folders .pst files), so all data is available offline. Provides synchronization between public task and calendar folders and users' personal folders, mail merge, consistent categorization, and customized searches. Separate OutlookCRM Reporter tool transfers data to Access for report development. New features include support for Outlook 2003, customizable toolbar, automatic folder synchronization, enhanced mail merge, and attachment processing. |
| Pivotal Relationship 99
|
Customer relation tool based using Outlook, SQL Server and Exchange Server. Heavy emphasis on the needs of mobile users. Separate SyncStream for Outlook tool also supports offline users. |
| Prophet
|
Prophet is an add-on for Microsoft Outlook users which allows users to take advantage of Outlook's task, calendar, contact and email features while adding sales tools such as opportunity management, sales reporting, and information sharing/collaboration. Prophet 5 includes improved usability and more advanced contact management features fully integrated with Outlook, eliminating the need to shift back and forth between multiple applications. Version 5.0 |
| Public Contact After Reply
|
Public Contact after Reply for Outlook (Public CAR) is an addin for Outlook which automatically creates an Outlook contact after you reply to an email. Free. |
| QwikQuote
|
Generate customized sales quotations that include Outlook data, and link the quotes back to the Outlook contact. Can be networked to maintain a central price list and generate unique quotation numbers to multiple users. |
| Real Estate Management System
|
Manage real estate contacts, property locations, and campaigns from within Outlook. |
| RealLegal Practice Manager
|
Comprehensive legal practice management software for managing clients and cases. Workflow items created in the tool appear in Outlook using Exchange Server, and vice versa. |
| Sales Tracking
|
Unsupported Microsoft sample form application. See OL98: Known Problems with the Outlook Sample Applications for a warning on how this application probably won't work in a public folder. |
| SalesCTRL 2000
|
Sales force automation database that integrates with Outlook tasks, appointments and mail, plus several accounting packages. Includes capability of doing bulk mail with attachments. |
| Salesforce.com Microsoft Outlook Edition
|
Log sent and received email messages and log them into the Salesforce.com hosted customer relationship management service. Users can also keep Outlook contacts, tasks, and activities up to date in Salesforce.com. |
| Saleslogix
|
Sales force automation and customer relationship management application using SQL Server or Oracle and providing two-way synchronization with Outlook contacts, tasks and appointments. Can also import messages and link to contacts. |
| SalesOutlook
|
Outlook and Exchange Server-based sales account, contact, opportunity and reporting tool. Workflow allows opportunities won to be turned into projects for delivery. |
| Salesplus.net
|
Contact management and customer relationship system based on Outlook, Exchange Server and SQL, and is compatible with other SFA’s/CRM’s and databases. Hosting is offered for companies without Exchange Server. A Lotus version is also available. |
| Smart Contact Manager
|
Contact manager for sales force automation and other applications with Outlook integration for email tracking; synchronizing calendar, contacts, and tasks; and creating SCM contacts directly from within Outlook. Outlook 2000 or later. For personal or group use. |
| SQLView.NET
|
SQLView.NET is the missing link between Microsoft Outlook and SQL Server, SQLView enables you to store Outlook Contacts, Tasks, Appointments and Email in a SQL database. It's the only product that lets you use SQL tables as if they were Outlook folders. You can now create forms for Outlook Contact and other items using any of the Microsoft.NET technologies. (Formerly TabTag.) |
| TeamScope CRM
|
TeamScope CRM for Outlook works fully within Outlook, storing all customer information in the Outlook Contact, Task, Appointment and Journal entries you use every day. Version 5.0 |
| UpShot.com
|
Web-based sales team management application that can synchronize tasks, contacts and appointments with Outlook and add incoming and outgoing mail messages to the CRM database.
|
E-Mail Tools 