Eliminate context switching and boost CRM adoption. Manage contacts, deals, emails, and AI automation directly inside Microsoft Outlook 365.
Why most CRM implementations fail to deliver ROI
Real-time bidirectional synchronization keeps Outlook and CRM perfectly aligned
Sync instantly across platforms with one-click contact creation and lead mining from past emails.
Auto-log incoming and outgoing emails. Attach to opportunities and build complete communication history.
Two-way sync ensures meetings and availability update for all team members instantly.
Seamless synchronization so no task is missed. Keep notes tied to specific contacts or deals.
Access a complete 360-degree customer view without leaving your inbox. The Outlook side-pane displays:
Complete communication timeline
Current deal status and value
Open support cases
Scheduled appointments
Transform email into a strategic data asset
Build a permanent, centralized archive for critical communications. Support compliance and ensure continuity when employees leave.
Upload and attach files directly to CRM records with one-click saving from Outlook attachments.
Automate repetitive processes directly within Outlook for maximum efficiency.
From Microsoft Copilot integration to custom AI agents
Salesboom customizes Microsoft 365 Copilot to meet your unique business needs by connecting CRM data with Microsoft Graph.
Bespoke AI agents built using OpenAI APIs and Microsoft AutoGen for specific business tasks.
Salesboom integrates seamlessly with Microsoft's AI ecosystem while adding custom intelligence tailored to your workflows.
Rather than building competing AI, we enhance Microsoft 365 Copilot with your proprietary CRM data for accurate, context-aware insights.
$30/user/month
Paid directly to Microsoft
Unlike self-service SaaS vendors, Salesboom delivers hands-on services for long-term success
Professional onboarding, training, and guided setup for quick adoption. Reduces time-to-value significantly.
Custom workflows, calculations, and integrations. Hybrid architecture allows client-specific code without platform instability.
Access expert consultants, trainers, and developers. Continuous customization with dedicated CRM consultants assigned to your account.
Choose the edition and deployment model that fits your needs
Full data ownership and control. Choose cloud-hosted SaaS for flexibility or on-premise "Appliance" for strict data security.
Understanding the CRM landscape and where we excel
Trade-off: More complex and costly
Trade-off: High cost, rigid workflows
Trade-off: Limited enterprise depth
Boost adoption, eliminate context switching, and unlock the full potential of CRM, AI, and automation inside Microsoft Outlook 365.
Call +1-855-229-2043 | Email sales@salesboom.com
It's not just software—it's a long-term partnership that blends technology, expertise, and innovation.
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