Description
Transform the way your team manages customer relationships with the CRM SharePoint App – a powerful, user-friendly solution that integrates directly into your SharePoint environment. Designed for organizations that already rely on Microsoft 365, this app brings all the essential CRM functionality you need right into the tools your team already uses.
Key Features:
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Centralized Customer Database: Store and manage customer details, interaction history, documents, and tasks in one secure, searchable SharePoint list or library.
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Sales Pipeline Tracking: Monitor leads, opportunities, and deal stages with customizable dashboards and workflows.
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Automated Workflows: Leverage Power Automate to trigger follow-ups, assign tasks, or send notifications based on customer activity or status changes.
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Customizable Interface: Tailor views, forms, and dashboards to match your business processes using SharePoint’s native customization tools and Power Apps.
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Collaboration Ready: Share insights, assign actions, and collaborate with your team in real time through integrated Microsoft Teams and Outlook connections.
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Security & Compliance: Benefit from Microsoft 365’s built-in data protection, role-based access controls, and compliance tools.
Benefits:
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Increase productivity by managing CRM tasks where your team already works
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Reduce manual data entry with automation and integration
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Gain better visibility into your sales pipeline and customer engagements
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Improve customer service with faster, more informed responses
Whether you're a small business looking for a lightweight CRM solution or a larger organization seeking to streamline customer management without investing in standalone platforms, the CRM SharePoint App is the perfect fit.
Start building better relationships today – right from your SharePoint site.
