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Guide to Microsoft Outlook CRM

Guide to Microsoft Outlook CRM


Pricing (single user, as of February 2023): 

  • Microsoft 365 Business Basic: $6/month 
  • Microsoft 365 Business Standard: $12.50/month 
  • Microsoft 365 Business Premium: $22/month

Consultant experiences and comments on Microsoft Outlook

Name of consultant: Ulrich Riedel

Comments: I tried Hubspot, then talked to a Hubspot advisor. We realized that for my needs Hubspot doesn’t work. But MS Outlook does. I would recommend it, but only if someone does NOT use automatization to reach out to prospects/clients.

I use Outlook Contacts for all my business relationships. Tracking the CRM stages of those relationships is one of many dimensions I capture, track and update with any contact. I track relationships with my contacts outside project opps, as part of tracking the contact itself. I record discussion notes, in the “Notes” section of the contact, with time, participants and circumstances. I schedule a task for myself to reach out periodically. 

Everyone need some form of CRM tool. Unless you have 10 repeat clients, and that’s it.

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