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Download Outlook Customer Manager

Outlook Customer Manager

Office 365 Business Premium subscription required*.
Category Price Seller Device
Business Free Microsoft Corporation iPhone, iPad, iPod

Outlook Customer Manager helps small businesses track and grow relationships with customers. It shows customer communication history, surfaces important tasks and reminders, and tracks deal activities in one place enabling individuals and teams to stay on top of customer relationships. It is included in the Office 365 Business Premium subscription.

This mobile app gives access to customer and deal information and reminders when you are not at your desk – e.g. checking key information from outside a customer’s office, referencing last meeting notes just before an upcoming one, quickly jotting down discussion points without having to wait to get back to the office, or scanning a business card. To take advantage of all the features of this mobile companion app, we recommend first running Outlook Customer Manager on your desktop via the Outlook 2016 for Windows application.

Here are some of the features included in this app:
- View, create, and edit customer data on the go
- Automatically log customer information and updates
- Preview upcoming meetings and get task reminders to ensure you’re well prepared
- Scan business cards to capture new contacts with minimal data entry
- Link contacts and companies with deals to keep information all in one place
- Associate tasks with customers or deals to stay on top of your to-do list
- Get automatic suggested follow-ups based on your activity and the status of active deals
- Track deals by close date, dollar value, and more
- Share information with your team to keep everyone on the same page.

*Notice: Outlook Customer Manager requires an Office 365 Business Premium subscription to sign in. Office 365 Home, Personal, Student, Government and other plans are not currently supported. Please contact your IT administrator if you do not know which type of subscription you have been assigned.

Reviews

Does Not Work. July 24 2018
Kaoshq

This simply did not work. I logged on with no problem but nothing would sync. I sent history information to Microsoft with no fixes. I am not sure why Microsoft would release this without any functionality as mentioned by the other reviewers. Office 365 Business IPhone 8+ IOS 11


Does not work
Meat-ball

The punishment for choosing O365 as your business backbone is limitless. You’d have to be challenged to choose MS over g-suite. No surprise but this doesn’t work. It’s crazy to think but they actually released this knowing it didn’t work.


Not reliable
SimpleKev

I had high hopes for this app because of the advertised integration with the office 365 Business Center and other apps. I have witnessed several strange errors, but mainly the contact syncing is horrible. When I add a contact, it shows in the app as offline. As soon as the list is refreshed, the contact disappears from the app. But oddly shows in the Invoicing app. This had promise to be the ultimate productivity app for me and my business, but I am really disappointed. Maybe someday Microsoft will get there.....


Sh*t don’t work !
Tod Franklin

Contacts don't load. Why bother?


Contacts don’t sync with app
ylevinitsllc

Attempted to contact support for contacts not syncing, took a few weeks to find out the app is broken and was told to wait for the next update. Tick-tock.


Unstable
robbeaumont

Force closed every time I attempted to use it.


Slow and disappointing
Thane Thompson

I thought it might be good as it’s ms right? Slow slow slow. I assume it’s doing some synch but would like to use it quickly. Also, edges of work space don’t fit screen so cannot access controls (iPhone XS max). Switching between functions is also slow.


I love it!
DaveH Engineer/Owner

Very quickly navigated the system. Very intuitive , very powerful. Just what my company needed. This program will be so powerful!!! Very excited to run and grow with the app. No reason for us to go with sales force or other apps. Dave Hamilton


Outlook Customer Manager app doesn't work!!!
rtyfgcv

Over ten hours spent with MS tech support trying to get this app to work on my iPhone. Way too many others have same issue; can't get beyond the first screen after logging in. A broken rocketship pops up and says try again later. What a joke; I feel bad for the tech support guys who know this is a huge issue! I give the app one star only because the is no way to give it ZERO STARS!


Does not work
quarvel

Have tried to log in this app several times for 4 weeks and can’t get signed in.


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