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Free CRM for Outlook

All the sales productivity tools you need, built for Outlook.

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Speed up your sales, starting with your inbox.

Get set up in seconds, and get powerful sales tools right inside Outlook.

Get started free

Works with Outlook 2010, 2013, 2016, and Office 365

Time-saving sales tools available right in Outlook

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    Access email templates and automate your sales follow-up.

    Pull from a library of built-in email templates and documents for every step of your customer’s’ journey, or create your own template from scratch.

    With Office 365, schedule a series of timed emails to nurture prospects over time. Easily personalize emails with contact and company details from HubSpot CRM.

    You’ll save hours when you can send your most repetitive emails in seconds, all from Outlook.

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    Track email performance, and know which content closes deals.

    Stop questioning if prospects have seen your email or opened your attachments.

    With Office 365, you’ll know the second a lead opens your email, clicks a link, or views a document you’ve sent.

    Aggregate data helps you hone in on the email templates, documents, and sequences that are most effective, so you can optimize your emails to get the best results, and share top performing emails and content with your team.

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    Eliminate the back and forth of meeting scheduling.

    Put the power to book meetings in the hands of your prospects.

    HubSpot Sales connects to your Office 365 calendar and gives you personalized booking links that let anyone set an appointment with you in seconds.

    When you let prospects automatically book meetings on your calendar, you’ll save hours of time spent on unnecessary emails.

The All-in-One Sales Software Your Team Will Actually Use

Email Sequences

Put prospecting on autopilot to keep them from slipping through the cracks and free up more time to close warm leads.

Email Templates

Turn your most effective and repetitive sales emails into templates you can access inside your inbox and share with your team.

Email Tracking

Know the second a lead opens an email, clicks a link, or downloads an attachment, and surface the most relevant notifications to the top of your activity feed. Then send a perfectly timed follow-up.

Email Scheduling

Schedule emails to go out at a specified date and time, or use machine learning to deliver emails to prospects when they’re most likely to engage.

Documents

Optimize your documents and personalize your pitch by seeing who views each document and which pages they spend time on.

Meetings

Share a link that gives leads the power to choose a time that works for everyone. Works with Google Calendar, Office 365, and HubSpot CRM.

Live Chat

Connect directly with prospects when they’re actively engaging with your website. Route chat conversations to the right salesperson to build better relationships and close more deals.

Calling

Queue up a list of sales calls, make them from inside your browser, log calls to your CRM automatically, and record calls with a single click.

Sales Automation

Use workflows to automate manual, time-consuming tasks: Rotate leads, create deals and tasks, and more.

Reporting

Out-of-the-box and customizable reports and dashboards allow you to share high-level business metrics with executives, or dig into more granular metrics for your sales team.

Predictive Lead Scoring

Prioritize your outreach based on a prospect’s likelihood to become a customer so you don’t waste time trying to qualify poor-fit leads.

Salesforce Integration

Bi-directional sync with Salesforce means a record of every email, meeting, call, and more is at your fingertips.

Frequently Asked Questions

  • A CRM for Outlook automatically takes customer information like emails, contact notes, files, tasks, active deals, and meeting times and organizes them for you. It creates a timeline that you or your team can view directly within the context of your Outlook inbox, making it easy to stay on track with your ongoing conversations while getting ahead of future planning. Responding to active deals or customers is much easier when you have the additional context of your historical relationship from which to pull information.

     

    HubSpot’s CRM for Outlook gives you access to all this and more. Take advantage of the extremely powerful features of HubSpot’s CRM tools right within your native Outlook instance. Use your template library and built-in meeting scheduler right from where you’d normally write your emails.

  • Popular HubSpot CRM for Outlook features include:

    • Template library accessible right from within Outlook
    • Automatically trigger email campaigns directly from your inbox
    • Built-in meeting scheduler to take the back and forth out of getting your following conversation going
    • Analytics to understand how your emails are performing and how much revenue they may generate
    • Customer contact records available directly inline next to your conversations

  • HubSpot’s CRM for Outlook is part of Sales Hub, and you can get started with it for free. However, if you’re looking for more advanced features to help automate and scale your sales operations, HubSpot also offers premium features with its Starter, Professional, and Enterprise editions of Sales Hub.

  • CRM for Outlook is plug and play, meaning that set up is instantaneous. Connect HubSpot to your Outlook, and all of the information in your CRM will be automatically available right within Outlook.

Start Using HubSpot's Sales Software Today

Reach more leads, book more meetings, and close more deals with less work.

Get started free
Works with Gmail, G Suite, and Outlook or Office 365