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OutreachCRM description
OutreachCRM is a cloud-based CRM system designed for small businesses. It offers tools to manage contacts, track quotes and jobs, and send group emails or text messages. OutreachCRM integrates with other business applications like accounting software and payment gateways. The software is developed and hosted in New Zealand.
Who is OutreachCRM best for
OutreachCRM is a cloud-based CRM designed for small businesses, particularly those in New Zealand. Users love its easy setup, user-friendly interface, and sales automation features. However, some find the reporting and automation capabilities limited. If you're a small New Zealand business seeking a simple CRM, OutreachCRM could be a good fit.
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Best fit for small to medium-sized businesses.
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Suitable for businesses based in New Zealand.
OutreachCRM features
| Supported OutreachCRM allows managing contacts, tracking client interactions, sending targeted emails or text messages, and tracking jobs or projects. |
| Supported OutreachCRM allows adding, managing, and tracking information about contacts, customers, members, or donors. |
| Supported OutreachCRM allows capturing information with custom fields such as drop-down lists, free text, multi-choice, or date fields. |
| Supported OutreachCRM enables tracking client history and office activity using date-stamped and author-signed notes with scheduled reminder emails. |
| Supported OutreachCRM allows generating reports based on various data points such as contact type, sales pipeline stage, location, or marketing campaign. |
| Supported OutreachCRM provides visual dashboards that offer a clear overview of deal flow from initial contact to closing. |
| Supported OutreachCRM allows managing interactions by tracking emails, calls, and appointments. |
OutreachCRM reviews
We've summarised 43 OutreachCRM reviews (OutreachCRM G2 reviews) and summarised the main points below.
- Easy setup and configuration
- User-friendly interface with easy data access
- Excellent for creating automated sales sequences
- Good email integration with open and click tracking
- Helpful for organizing customer communication and management
- Limited reporting capabilities
- Limited flows/automations
- Not capturing call information in call search
- Email notifications for opened emails are lacking
- Manual task adding is cumbersome
OutreachCRM pricing
The commentary is based on 3 reviews from OutreachCRM G2 reviews.
OutreachCRM's pricing is considered high by some users, especially compared to alternatives. However, many find its robust sales automation features, including email sequencing and detailed reporting, justify the cost, leading to improved lead conversion and overall ROI.
See the OutreachCRM pricing page.
BASICS
Designed for businesses or organisations that deal directly with consumers or individuals.
BUSINESS
Ideal for B2B businesses or organisations that need to separate business and contact specific information.
OutreachCRM alternatives
HubSpot Marketing HubBetter for larger companies and diverse industries. Offers more comprehensive marketing tools, including automation and analytics. However, it is more expensive and complex. Some users find the pricing model unclear.Read more
OfficeCentralBetter fit for medium-sized businesses. Includes account management, sales forecasting, inventory tracking, and integrations with accounting software. Offers mobile access and a customer portal.Read more
HubSpot Sales HubBetter for mid-sized and growing businesses. A broader industry fit. More user reviews are available. Consider this OutreachCRM competitor for its sales process automation features and integrations.Read more
ActiveCampaignBetter for larger companies and a wider range of industries. Has more momentum based on employee growth. More integrations, automation, and established features. Negative pricing sentiment.Read more
Salesforce Sales CloudBetter fit for enterprise businesses, especially in manufacturing, retail, or software industries. More established and has more momentum. Offers AI powered insights, robust automation, and extensive integrations but is more expensive and complex.Read more
Bixpand.comBetter for small to medium businesses. Free, all-in-one CRM platform including marketing automation and lead generation tools. Has significantly more momentum. Higher rated by users. Positively reviewed for pricing, customer support, and ease of use.Read more
OutreachCRM FAQ
What is OutreachCRM and what does OutreachCRM do?
OutreachCRM is a cloud-based CRM for small businesses to manage contacts, track quotes and jobs, and send group emails or texts. It integrates with other business applications and offers a user-friendly interface with automated sales sequences. Pricing starts at $95/month.
How does OutreachCRM integrate with other tools?
OutreachCRM integrates with other business applications, including accounting software and payment gateways. This streamlines workflows by connecting key business processes. It's particularly helpful for small businesses based in New Zealand seeking efficient management tools.
What the main competitors of OutreachCRM?
Top OutreachCRM competitors include HubSpot Sales Hub, ActiveCampaign, Salesforce Sales Cloud, and OfficeCentral. These alternatives offer similar CRM and sales automation functionalities for businesses seeking different solutions.
Is OutreachCRM legit?
OutreachCRM is a legitimate CRM system developed and hosted in New Zealand. User reviews highlight its ease of use and effective sales sequences. While some users mention limited reporting and automation, OutreachCRM appears to be a safe and functional option for small businesses seeking a straightforward CRM solution.
How much does OutreachCRM cost?
OutreachCRM offers tailored CRM solutions with pricing based on specific needs. Indicative plans start at NZ$95/month for "Basics" and NZ$165/month for "Business", both for up to 3 users. Additional users and add-ons incur extra costs. Contact OutreachCRM for a precise quote.
Is OutreachCRM customer service good?
OutreachCRM's customer service receives mixed reviews. Some users praise the easy-to-use interface and helpful onboarding, while others find the system overwhelming with poor data filtering. Overall, user experiences vary.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.