Office 365 Business Premium subscription required*.
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.
Our regular improvement updates to include bug fixes to make Outlook Customer Manager better for you.
Ratings and ReviewsSee All
I was so looking forward to this working as planned. However on both my phone and IPAD it keeps re-entering "set up" mode. Have uninstalled and reinstalled still no use. So wish this was reliable
Developer Response ,
I'm sorry to hear the app didn't work as you planned. When you say the app is entering the set up mode you mean it shows initial screen with a spinner and a message at the bottom? Does it finish this "set up"? Every time you run the app it checks if you still have a license/access to the app. This should not take too long, initial real set up is much longer since it requires downloading the initial data for the app to work.
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.....
I love it!
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
- Microsoft Corporation
- 46.5 MB
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
English, Arabic, Catalan, Croatian, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian Bokmål, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Slovak, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese
- Age Rating
- © 2017 Microsoft
With Family Sharing set up, up to six family members can use this app.