A CRM That Actually Works With Outlook
Juicy Goosey ships a native Outlook add-in via Microsoft AppSource. Two-way email sync logs every message to the matching CRM contact. The sidebar shows deal stage, last touch and next step. Send templates from the compose window, track opens, create contacts from any email. Works on Web, Desktop and Mobile.
How The Outlook Integration Works
Five steps. About 60 seconds for personal install, more if your org needs admin approval.
| Step | What Happens |
|---|---|
| 1. Install | From Microsoft AppSource (org or per-user). |
| 2. Authenticate | Entra ID single sign-on. |
| 3. Pick mailbox | Personal, shared or per-user. |
| 4. Choose auto-log | All emails or only to CRM contacts. |
| 5. Done | Every email lands on the right contact. |
What You Get In Outlook
Six features inside the Outlook client. Zero tab switching.
Sidebar With Deal Context
Stage, value, owner, next step, all visible without leaving Outlook.
One-Click Log To Any Contact
Manual log if auto-log is off.
Templates In Compose
Pull any CRM template, merge fields auto-fill.
Email Tracking
Open and link click logs on the contact record.
Create Contact From Email
Inbound from a new sender, one click creates the CRM record.
Snooze And Tasks
Convert any thread into a CRM task.
What You Get In The CRM
Full conversation history per contact, threaded and searchable
Auto-attachment capture (PDFs, proposals, invoices)
Sent email tracking
Shared mailbox view with proper team permissions
Calendar context if Outlook Calendar / Microsoft Graph is connected
Where The Add-In Works
IT compatibility table. All the way through Mobile.
| Surface | Supported |
|---|---|
| Outlook Web (OWA) | Yes |
| Outlook Desktop (Windows) | Yes |
| Outlook Desktop (Mac) | Yes |
| Outlook for iOS | Yes |
| Outlook for Android | Yes |
| Outlook Express / legacy | No |
| Hybrid Exchange | Yes (with on-prem connector) |
Juicy Goosey vs Other Outlook CRMs
Honest comparison. The Streak/Copper row is the one that decides most bake-offs.
| CRM | Native Outlook Add-In | Two-Way Sync | Sidebar | Open Tracking | Flat Rate |
|---|---|---|---|---|---|
| Juicy Goosey | Yes | Yes | Yes | Yes | Yes |
| HubSpot Sales for Outlook | Yes | Yes | Yes | Yes | Per seat |
| Salesforce Inbox | Yes | Yes | Yes | Yes | Add-on / per seat |
| Pipedrive Outlook | Limited | Yes | Limited | Yes | Per user |
| Zoho Outlook | Yes | Yes | Yes | Yes | Per user |
| Streak | NO (Gmail only) | n/a | n/a | n/a | Per user |
| Copper | NO (Gmail only) | n/a | n/a | n/a | Per user |
The Streak/Copper line matters. If a friend raves about either and you live in Outlook, they cannot help you. We can.
Common Outlook + CRM Pain Points We Solve
Forgetting to BCC the CRM — we auto-log, no BCC needed.
Add-in that slows Outlook down — we keep ours light, no bloat.
Shared inbox threading chaos — per-contact threading instead of per-inbox.
Microsoft security reviews — we pass MS Graph audits and supply SOC docs for procurement.
Gmail Users
Our Gmail integration works the same way. If you have one team on Outlook and another on Gmail, both are first-class. The CRM is the same, the sidebar matches the client.
Frequently Asked Questions
Connect Outlook In 60 Seconds.
Free 14-day trial. AppSource-verified add-in. Works on every Outlook surface.
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