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9 Best CRMs for Outlook Users (2026)

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Outlook is where relationships actually happen.

Deals move forward in threads. Objections show up in replies. Next steps hide in calendar invites. And then… nothing gets logged. Pipelines go stale. Follow ups slip. Forecasts turn into guesswork.

The best CRM for Outlook users closes that gap. It captures emails and meetings automatically. It keeps contacts clean and enriched. It turns conversation history into action, so follow ups stay on time, handoffs stay clear, and pipeline data stays reliable.

This list ranks the best CRM options for Outlook users in 2026, with a focus on real inbox workflows: contact sync, email tracking, meeting logging, task creation, and automation that reduces admin work.

What is Outlook?

Outlook looks like “just email”. It rarely is.

Outlook is Microsoft’s communication hub for work. It brings email, calendar, contacts, and tasks into one workspace, and it usually runs on top of Exchange (Exchange Online in Microsoft 365, or Exchange Server on premises). It also exists as desktop apps, a web app, and mobile apps, so threads and meetings stay consistent across devices.

Core features cover the daily workflow:

✔️ Email management: folders, categories, rules, flags, focus filters, search, and archiving

✔️ Calendar scheduling: availability, invites, recurring meetings, shared calendars, time zones

✔️ Contacts and address book: people, distribution lists, org directory lookups

✔️ Tasks and follow ups: flagged emails, reminders, to do style tracking

✔️ Collaboration patterns: shared mailboxes, delegates, automatic meeting updates, add ins

Outlook fits teams that live in high volume conversations and meetings: sales, customer success, recruiters, account management, founders, executives, support, and ops. It becomes the system of record for relationships by default, even when another tool is “the CRM”.

Why Outlook users Need a CRM?

Outlook runs conversations. It does not run a sales process.

A deal can stay “alive” in the inbox for weeks, while the pipeline quietly breaks: no owner, no stage, no next step, no shared visibility. Email volume masks the real problem. Work stays reactive instead of controlled.

Outlook also keeps relationship context fragmented. Contacts duplicate across mailboxes. Meeting history sits in personal calendars. Important details live inside threads, not inside a shared record. When someone changes role, goes on vacation, or leaves the company, the story of the account disappears with them.

A CRM adds structure on top of the inbox. It ties emails and meetings to contacts and companies. It turns follow ups into tasks with deadlines. It creates a consistent pipeline so teams can track what moves, what stalls, and why.

What a CRM should deliver for Outlook users:

  • Automatic email and meeting logging on the right record
  • Two way contact sync, with deduplication and enrichment
  • Clear next steps: tasks, reminders, and ownership
  • A pipeline with stages, expected value, and close dates
  • Shared visibility for handoffs, notes, and account history
  • Reporting that reflects deal movement, not just activity volume

💡 folk tip: The best Outlook CRM reduces admin work instead of adding it. It captures what matters, keeps data clean, and makes collaboration possible without forwarding threads or copy pasting notes.

9 Best CRMs for Outlook users in 2026

1. Volks-CRM

Bewertung

⭐⭐⭐⭐⭐ (G2)

Überblick

folk is a lightweight, relationship-first CRM built to stay close to the inbox. It syncs Outlook emails, calendar events, and contacts so records stay up to date without constant manual logging. It fits teams that sell through conversations and warm relationships where context matters as much as stages.

Vorteile

  • Outlook sync keeps emails, meetings, and contacts attached to the right records
  • Interaction history stays readable, fast to scan, and easy to share across a team
  • Flexible pipelines and views work well for partnerships, agencies, and founder-led sales
  • Premium adds reporting, API access, and sequences for structured follow ups

Nachteile

  • No free plan, trial only

Preise

Annual billing only:

  • Standard: $17.5 per month
  • Premium: $35 per month
  • Custom: $70 per month

👉 Try folk CRM for Outlook for free

2. HubSpot Sales Hub

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

HubSpot Sales Hub is a full suite CRM and sales platform with strong Outlook support through the Office 365 add in. It logs and tracks emails from the inbox and surfaces sales tools inside Outlook, so pipeline work stays connected to day to day conversations.

It fits teams that want one system for pipeline management, sequences, reporting, and automation, and accept heavier setup as the tradeoff for breadth.

Vorteile

  • Outlook add in supports logging and tracking without leaving the inbox
  • Strong feature depth: sequences, automation, forecasting, reporting
  • Scales well for larger teams with stricter process and governance needs

Nachteile

  • Total cost rises quickly as seats and hubs add up
  • Mandatory onboarding applies on higher tiers
  • Admin overhead stays higher than lightweight CRMs

Preise

Annual billing only:

  • Sales Hub Starter: $108 per seat per year ($9 per seat per month, billed annually)
  • Sales Hub Professional: $1,080 per seat per year ($90 per seat per month, billed annually) + $1,500 one time onboarding fee
  • Sales Hub Enterprise: $1,800 per seat per year ($150 per seat per month, billed annually) + $3,500 one time onboarding fee

3. Microsoft Dynamics 365 Sales

Bewertung

⭐⭐⭐ (G2)

Überblick

Dynamics 365 Sales is Microsoft’s enterprise CRM built for teams already deep in Microsoft 365. It connects sales process data to Outlook and the broader Microsoft ecosystem, so email and meeting activity can be captured in context and tied to accounts, contacts, and opportunities.

It fits orgs that need advanced customization, governance, security controls, and long term scalability, and accept heavier configuration as the tradeoff.

Vorteile

  • Native Microsoft ecosystem fit for Outlook-heavy companies
  • Strong enterprise features: customization, permissions, advanced sales process control
  • Works well for complex org structures and large pipelines

Nachteile

  • Setup and admin effort stays high compared to lightweight CRMs
  • UX can feel heavy for small teams that want speed
  • Total cost increases quickly when adding premium capabilities

Preise

Annual billing only:

  • Dynamics 365 Sales Professional: $780 per user per year ($65 per user per month, paid yearly)
  • Dynamics 365 Sales Enterprise: $1,260 per user per year ($105 per user per month, paid yearly)
  • Dynamics 365 Sales Premium: $1,800 per user per year ($150 per user per month, paid yearly)

4. Salesforce Sales Cloud

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

Salesforce Sales Cloud is an enterprise CRM built for complex pipelines, large datasets, and strict governance. Outlook integration supports email and calendar capture so account history stays connected to opportunities, activities, and forecasting.

It fits organizations that need deep customization, strong permissions, and a broad ecosystem of add ons, apps, and partner integrations.

Vorteile

  • Strong Outlook integration options for email and meeting capture
  • Very strong customization, automation, and enterprise controls
  • Best in class ecosystem for integrations and extensions

Nachteile

  • Heavy setup and admin overhead for most teams
  • UX and configuration can slow down smaller teams
  • Costs increase fast once add ons and higher tiers enter the stack

Preise

Annual billing only:

  • Starter Suite: $300 per user per year (equivalent $25 per user per month)
  • Pro Suite: $1,200 per user per year (equivalent $100 per user per month)
  • Enterprise: $2,100 per user per year (equivalent $175 per user per month)
  • Unlimited: $4,200 per user per year (equivalent $350 per user per month)
  • Agentforce 1 Sales: $6,600 per user per year (equivalent $550 per user per month)

5. Pipedrive

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

Pipedrive is a pipeline-first CRM designed for sales teams that want fast deal tracking with minimal setup. Outlook integration covers email sync and calendar sync, so messages and meetings stay attached to the right people and deals.

It fits SMB sales teams that value simplicity, clear stages, and lightweight automation over deep customization.

Vorteile

  • Pipeline UX stays clean and fast for daily deal work
  • Outlook email and calendar sync keeps activity tied to deals
  • Strong essentials: stages, tasks, reminders, basic automation
  • Large app marketplace for add ons and integrations

Nachteile

  • Advanced reporting and automation require higher tiers
  • Less suited to complex enterprise workflows and governance
  • Customization depth stays below enterprise CRMs

Preise

Annual billing only (per seat):

  • Essential: $178.80 per user per year (equivalent $14.90 per month)
  • Advanced: $334.80 per user per year (equivalent $27.90 per month)
  • Professional: $598.80 per user per year (equivalent $49.90 per month)
  • Power: $778.80 per user per year (equivalent $64.90 per month)
  • Enterprise: $1,188 per user per year (equivalent $99 per month)

6. Zoho CRM

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

Zoho CRM is a full featured CRM that pairs well with Outlook centric teams through Microsoft Outlook add ins and Microsoft 365 style workflows. Email and meeting activity can be connected to leads, contacts, and deals, so pipeline history stays tied to the inbox.

It fits SMBs that want broad CRM capabilities at a lower price point, with room to grow into automation and analytics on higher tiers.

Vorteile

  • Solid Outlook integration options for email driven workflows
  • Strong value for the feature set at each tier
  • Good customization range for SMB pipelines and fields

Nachteile

  • UI and settings can feel dense as complexity grows
  • Some advanced capabilities and AI features sit behind higher plans
  • Admin time increases when customizing deeply across teams

Preise

Annual billing only:

  • Standard: $168 per user per year (equivalent $14 per user per month)
  • Professional: $276 per user per year (equivalent $23 per user per month)
  • Enterprise: $480 per user per year (equivalent $40 per user per month)
  • Ultimate: $624 per user per year (equivalent $52 per user per month)

7. Freshsales (Freshworks)

Bewertung

⭐⭐⭐⭐ (G2)

Überblick

Freshsales is a sales CRM built for teams that want an all in one system for leads, deals, activities, and communication. Outlook support comes through an add in that surfaces contact context inside the inbox and allows quick capture and logging without constant tab switching.

It fits SMB and mid market teams that need solid pipeline management plus built in calling, email, workflows, and AI assisted features on higher tiers.

Vorteile

  • Outlook add in keeps contact context and sales history close to email workflows
  • Strong core CRM: leads, deals, tasks, activity tracking, reporting
  • Built in phone and email reduce tool sprawl for smaller teams
  • Good value at the entry tier compared to broader suites

Nachteile

  • Advanced automation and governance require higher tiers
  • UI and settings can feel dense once heavily customized
  • Enterprise features still require admin time to keep data clean

Preise

Annual billing only:

  • Free: $0 per year (up to 3 users)
  • Growth: $108 per user per year (equivalent $9 per user per month)
  • Pro: $468 per user per year (equivalent $39 per user per month)

8. Close

Bewertung

⭐⭐⭐⭐⭐ (G2)

Überblick

Close is a sales CRM built around speed and high volume outreach. It syncs Microsoft email accounts, logs conversations automatically, and connects meeting activity through Microsoft 365 calendar sync, so pipeline work stays tied to real inbox and calendar activity.

It fits SMB sales teams that want built in calling, email, SMS, and automation in one place, with fewer external tools.

Vorteile

  • Two way email sync supports Microsoft accounts, with automatic activity logging
  • Microsoft 365 calendar sync keeps meetings aligned with tasks and follow ups
  • Built in calling and SMS reduce tool sprawl for outbound teams
  • Strong workflow automation on higher tiers

Nachteile

  • Less relationship-first than lightweight CRMs for networking and partnerships
  • Costs jump quickly when moving beyond the entry tier
  • Customization depth stays below enterprise suites

Preise

Annual billing only (per seat):

  • Solo: $108 per year ($9 per month, billed annually)
  • Essentials: $420 per year ($35 per month, billed annually)
  • Growth: $1,188 per year ($99 per month, billed annually)
  • Scale: $1,668 per year ($139 per month, billed annually)
  • Custom pricing: available for larger teams

9. monday sales CRM

Bewertung

⭐⭐⭐⭐⭐ (G2)

Überblick

monday sales CRM is a flexible, workflow-driven CRM built on monday.com boards. Outlook support comes through Microsoft 365 and Outlook integrations that sync emails and connect activity to CRM items, so pipeline work can sit inside customizable workflows.

It fits teams that want CRM plus process management in one place: sales ops, agencies, service businesses, and cross-functional teams that blend delivery workflows with pipeline tracking.

Vorteile

  • Highly customizable pipelines and workflows beyond classic deal stages
  • Outlook and Microsoft 365 integrations connect email activity to CRM records
  • Strong collaboration and visibility across sales and delivery teams
  • Automations reduce repetitive updates when set up well

Nachteile

  • CRM experience depends on configuration quality
  • Email centric sales teams may prefer a more native inbox-first CRM
  • Costs depend on seat count and tier, and add ons can increase total spend

Preise

Annual billing only (per seat):

  • Basic: $144 per seat per year (equivalent $12 per month)
  • Standard: $168 per seat per year (equivalent $17 per month)
  • Pro: $228 per seat per year (equivalent $28 per month)
  • Enterprise: Custom pricing

9 Best CRMs for Outlook Users: Quick Recap

Werkzeug Bewertung Best feature for Outlook users Startpreis
Volks-CRM ⭐⭐⭐⭐⭐ Inbox-first CRM with Outlook email + calendar + contact sync $17.5 per member per month (billed annually)
HubSpot-Vertriebsplattform ⭐⭐⭐⭐ Office 365 add-in for logging and tracking inside Outlook $9 per seat per month (billed annually)
Microsoft Dynamics 365 Vertrieb ⭐⭐⭐ Best fit for Microsoft 365 enterprise setups $65 per user per month (paid yearly)
Salesforce Vertriebs-Cloud ⭐⭐⭐⭐ Enterprise-grade customization + broad integration ecosystem $25 per user per month (billed annually)
Pipedrive ⭐⭐⭐⭐ Fast, pipeline-first CRM with Outlook email + calendar sync $14.90 per user per month (billed annually)
Zoho CRM ⭐⭐⭐⭐ Strong value CRM with Outlook add-ins + customization $14 per user per month (billed annually)
Freshsales (Freshworks) ⭐⭐⭐⭐ Outlook add-in + built-in calling and email for lean teams $0 (Free plan, up to 3 users)
Abschluss ⭐⭐⭐⭐⭐ Two-way email sync + calendar sync for high-volume sales $9 per seat per month (billed annually)
monday sales CRM ⭐⭐⭐⭐⭐ Custom workflows + Microsoft 365 integrations for mixed teams $12 per seat per month (billed annually)

Schlussfolgerung

Outlook keeps conversations moving. A CRM keeps revenue moving.

The best pick depends on what matters most: speed in the inbox, enterprise governance, or heavy automation. For most Outlook-first teams that want clean data, fast workflows, and a CRM people actually keep using, folk CRM stands out as the most practical option.

It stays close to email and calendar habits, keeps relationship context visible, and reduces the admin work that usually kills CRM adoption.

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