SalesOutlook Product Comparison Table
SalesOutlook comes in 3 different options, SalesOutlook CRM, SalesOutlook Small Business Edition and SalesOutlook Web client.
SalesOutlook is built natively into Microsoft Outlook® and Microsoft Exchange®. It is packed with powerful, friendly features that help everyone in your organisation be more productive and work more efficiently. It can improve the level of service your team provides to customers or prospects and enable you develop stronger more enduring relationships with them.
| Accounts |
Yes |
Yes |
Yes |
| Contacts |
Yes |
Yes |
Yes |
| Opportunities |
Yes |
Yes |
Yes |
| Notes |
Yes |
Yes |
Yes |
| Word/Excel Documents |
Yes |
Yes |
Linked documents only |
| Crystal Reports |
Yes |
Yes |
Optional |
| Real-time SQL Reporting |
Yes |
Yes |
Yes via EXOLEDB |
| Automatic Email Filing |
Yes |
Yes |
No |
| Customer Service |
Yes |
Optional |
Optional |
| Contact Mailings |
Yes |
Optional |
No |
| Qualify Leads |
Yes |
Optional |
No |
| Financials |
Yes |
Optional |
No |
| Account Alerts |
Yes |
Optional |
No |
| Global Calendar Module |
Yes |
Optional |
Optional - View only |
| Number of folders |
Unlimited |
8 - Optional for more |
1* |
| Raw Data Access |
Yes |
Yes |
Yes |
| Customisable Forms |
Yes |
Yes |
Yes |
| Active Security Module (Item Level Security) |
Optional |
Optional |
Optional |
| Advanced Sales Module |
Optional |
Optional |
Not Available |
1* = Depends on SalesOutlook Edition and License
Notes Regarding The SalesOutlook Web Client
Please note that the SalesOutlook Client for Microsoft
Outlook
® Web Access (SalesOutlook Web Client) requires
the purchase of at least one user license of the full
SalesOutlook CRM or SalesOutlook SBE edition Client
for Microsoft Office. This is needed to administer the
system. Additionally, the SalesOutlook Web Client uses
the same database as the Microsoft Outlook
®/Microsoft Office
® client, but
programming for the web is totally different than programming
for Outlook so customizations are implemented separately
from the client for Microsoft Outlook
®/Microsoft Office
®.
