Review Detail

 
CRM Software
by Guest     October 20, 2009    
Overall rating 
 
 
2.9
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
5.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Outlook 2007 Business Contact Manager (BCM) is a good single-user CRM

Outlook 2007 Business contact manager (BCM) is a fully functional CRM tool that is well suited for a solo operation. It does a good job of managing the prospect-to-client funnel and tracking tasks.

User Review

The Good
Outlook BCM takes outlook form a contact management system to a basic CRM system. No need to sync with Outlook - it IS outlook.
The Bad
no ability to define workflows, but add-ons are available.
The Bottom Line
Outlook BCM is now available as a stand-alone product. You don't need to buy the expensive small business suite.
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