When you start a business from scratch, it is easy to get along with the daily record-keeping and management. As time passes and your business grows, it is time to quickly shift to these best Microsoft-based CRM solutions for small businesses. These CRM tools enable you to focus more on the bigger goals and manage your small but more time-consuming business activities in a professional way. After paying a few charges, you can double your time capacity, availability, productivity, efficiency, and set your efforts in the right direction.
Deploying a CRM in the workplace of a small business is the correct choice. This makes your data safe, readily available online, and accessible from across the globe. Expand your business horizon and become more manageable. A good CRM tool can help you manage contacts, emails, conversations, track orders, transaction records, comments, and much more without putting much effort. Quitting the manual work is the right choice. Find out what options best suit your business needs here!
Top 10 Best Microsoft-Based CRM Solutions for Small Businesses
These CRM tools work with Microsoft tools such as Outlook, Teams, and Office 365. They help small teams handle daily tasks like keeping contact lists, tracking sales, protecting privacy, and planning customer meetings. The tools listed below are easy to use and work well for growing teams.
1. DejaOffice
DejaOffice CRM helps teams manage contacts, calendars, and tasks. It works with Microsoft Outlook and Office 365. This means all the customer details stay up to date on phones and computers. Everything stays in one place.
This is a secure CRM and is easy to set up and simple to use. It helps small businesses that want to stay close to Microsoft tools. DejaOffice keeps all important customer details right inside Outlook, which saves time each day.
Pros:
- Works offline on all devices
- Syncs by USB, Wi‑Fi, and cloud
- The GTD task method is included
- Built-in calendar and notes
- The free version lacks full customization
- The interface takes time to learn
- The setup process may be time-consuming
- No live chat support for free users.
2. Nimble
Nimble CRM with Microsoft 365 integration fits well with small business needs. It works with Microsoft Teams, Outlook, and OneDrive. It pulls customer information from emails and calendars and keeps it in one place.
Teams that use Nimble can see messages, tasks, and customer notes right away. It helps teams talk to customers in a simple way. Nimble is a smart choice for small businesses that want a helpful CRM with strong Microsoft support.
Pros:
- Fills contacts from email
- Social and email data combined
- Easy drag-and-drop forms
- Simple Kanban task view
Cons:
- Few custom settings are available
- No built-in calling tools
- Basic reports and stats only
- Slows with large contact lists
3. eWay-CRM
eWay-CRM for Outlook users works inside Microsoft Outlook. It helps teams manage customer details without leaving their inbox. It is a tool that makes it easy to plan sales, send emails, and track projects.
This CRM is a good choice for teams that already use Outlook every day. It lets teams keep emails, phone calls, and notes in one place. eWay-CRM makes work feel easier by keeping everything together.
Pros:
- Runs inside Microsoft Outlook
- Free version for one user
- Has strong custom field options
- Good expert support team
Cons:
- Takes time to learn
- Menu words can confuse
- May crash in Outlook use
- Mostly works in Outlook only
4. InfoFlo
InfoFlo CRM for Microsoft Office Integration is a simple tool that keeps contacts, projects, and files safe. It works with Microsoft Office and gives teams a full view of all their work. It is made for businesses that want to keep data on their own computer.
This CRM is easy to understand. It helps small businesses that do not want cloud systems. InfoFlo helps teams stay organized while using the Microsoft tools they know.
Pros:
- One-time payment, no fees
- Has Skype calling support
- Simple multi-pane view layout
- Fast setup with add-ons
Cons:
- No report scheduler tool
- No mobile or web access
- Hard to change email font
- Not easy to grow big
5. Really Simple Systems
Really Simple Systems CRM for Microsoft 365 is made for small businesses that want to work faster. It connects with Outlook and Teams and brings all emails and notes into one space. It has tools for sales and customer care.
This CRM is very easy to learn. It helps teams see what is happening with each customer. It is a smart tool for small teams that want a clear and simple Microsoft-based CRM.
Pros:
- Very easy for new users
- Good training and help guides
- Works well with CMS tools
- Fair price for small teams
Cons:
- Not for big businesses
- Advanced tools cost more
- Reports need manual work
- Email tools have issues
6. Act!
Act! CRM with Microsoft Outlook Integration gives small teams a way to track customer needs. It works with Outlook and Office 365 to share contacts and calendars. It also helps with tasks, messages, and reminders.
This CRM can be set up in many ways to match how a team works. It is best for teams that want more than just the basics. Act! Helps teams follow up with customers and keep their sales on track.
Pros:
- Outlook sync works very well
- Setup fits many business types
- Many ways to customize views
- Has both cloud and desktop
Cons:
- Not easy to begin
- Gets slow with big data
- Needs Outlook for emailing
- Hard to scale for growth
7. Vtiger
Vtiger CRM with Microsoft 365 Sync connects with Outlook and Microsoft Teams. It helps with contacts, calendars, and emails. It is a good tool for sales and customer service.
This CRM makes it easier to work on projects and talk with customers. It is helpful for small businesses that want a simple system that works with the Microsoft tools they already use.
Pros:
- The open-source version is free
- Tools for sales and service
- Budget plans are available
- Connects with Microsoft tools
Cons:
- Too many buttons and tabs
- Support replies can be slow
- May freeze during updates
- Best features cost extra
8. Less Annoying CRM
Less Annoying CRM with Outlook Compatibility is a clear and simple tool for small teams. It works with Outlook and helps track contacts and tasks. It does not have too many buttons or extras.
This CRM is easy to use even for people who are not used to computers. It is a good fit for small businesses that want a clean and simple Microsoft-based CRM without too much setup.
Pros:
- One price with no extras
- Very easy to learn
- Works well with Outlook
- Fast and simple to use
Cons:
- No invoices or quotes tools
- Few outside app links
- Some bugs in form saving
- Not built for big teams
9. Workbooks
Workbooks CRM with Microsoft Outlook Integration helps businesses follow their sales and talk to customers. It works with Outlook and Teams. This tool gives reports and keeps tasks in order.
This CRM works well for teams that want to grow. It connects with the Microsoft tools already in use and helps track everything in one space. It is helpful for staying on top of customer needs.
Pros:
- Has tools for invoices
- Great for media and tech
- Custom layout like a desktop
- Setup help is very strong
Cons:
- Setup takes more time
- Can feel too complex
- The Outlook link may be slow
- Reports are hard at first
10. Insightly
Insightly CRM with Microsoft 365 Support connects with Outlook, OneDrive, and Teams. It helps small teams handle customer info and manage projects. It is easy to set up and learn.
This is the best CRM for procurement that makes it simple to follow each job or sale. It lets teams keep all notes, files, and tasks together. Insightly works well for businesses that use Microsoft 365 each day.
Pros:
- CRM and project tools combined
- Works with many other apps
- Easy for growing teams
- Great dashboards and rules
Cons:
- Help costs extra money
- Strong tools cost much more
- Storage space is limited
- Hard to learn workflows
Comparison Table: Microsoft-Based CRM Software
| CRM Tool | Local On‑Premise Installation | One‑Time Purchase Option | Built-in GTD Tasks & Alarms | USB/Wi‑Fi/Bluetooth Sync | Works Fully Offline |
| DejaOffice | ✅ | ✅ | ✅ | ✅ | ✅ |
| Nimble | ❌ | ❌ | ❌ | ❌ | ❌ |
| eWay‑CRM | ❌ | ❌ | ❌ | ❌ | ❌ |
| InfoFlo | ✅ | ✅ | ❌ | ❌ | ✅ |
| Really Simple Systems | ❌ | ❌ | ❌ | ❌ | ❌ |
| Act! | ✅ | ✅ | ❌ | ❌ | ❌ |
| Vtiger | ❌ | ❌ | ❌ | ❌ | ❌ |
| Less Annoying CRM | ❌ | ❌ | ❌ | ❌ | ❌ |
| Workbooks | ❌ | ❌ | ❌ | ❌ | ❌ |
| Insightly | ❌ | ❌ | ❌ | ❌ | ❌ |
Conclusion
Picking a Microsoft-based CRM helps small businesses keep their work simple. It brings together tools like Outlook, Teams, and OneDrive. The right CRM can help teams answer customers faster, keep track of tasks, and grow the business.
Each CRM listed here has something special. Some are better for very small teams, while others help as the business grows. All of them work well with Microsoft tools. A business just needs to choose the one that fits its needs best.