Customer Relationship Management Software

CRM Software for SharePoint

Our Business CRM portal software is a digitized, cloud based or on-premises system that fits conveniently into your Office 365 SharePoint deployment. With customization and additional changes that may be required by companies in unique industries, there really isn't a reason to not get exactly what you require to get the most out of your sales staff.

Never Lose Another Sale!

By making use of our CRM portal, built for Office 365 & SharePoint, you can be rest assured that you will never miss out on closing another sale. From the portal you can track potential leads that were either captured directly from your website enquiry form or submitted manually from an incoming phone call. Due to it being an Office 365 product, syncing with Outlook and other apps is seamless and the reminders will help keep your sales team on their toes and closing deals quicker.

CRM on the GO!

With Office 365 and SharePoint's native ability to be viewed on any device, from anywhere in the world, we don't have to rely on office time to make sales. Allow staff to update leads in real time, direct from the customers premises if need be so the lead is closed in the shortest possible time. Access prices, document and information direct from your SharePoint system.

CRM Visibility

With our CRM portal you will be able to see your sales pipeline from different angles to help you predict business. You can get filtered reports so you can see data from a different perspective. The CRM portal is integrated with Power BI so that the CRM data you have can be merged with data from other CRM systems and services.

CRM Software Features

Track Sales in the CRM

• Simple yet powerful CRM
• Support entire sales cycle from lead to opportunity to closed account
• See all activity in one view, correspondence, documents, appointments, discussions, and more
• My territory workspace for reps to optimize their work
• Track sales process with stages and checklists in opportunities
• Analyze pipeline with flexible report views and dashboards

My HR Employee Portal

• Central point to access resources like collateral, media, documents templates and more
• Share tips and ideas through discussions, a knowledge base, and chat and online meetings
• Research accounts and contacts with links to web services
• Get the latest news, announcements, and meetings
• Set up industry news feeds

Integrated with the Digital Workplace

• Common user experience across Office 365 and Portal structure
• Optionally link accounts to SP Projects and SP Customer Service to see the full picture
• Integrated with Skype for Business so reps can contact clients directly and set up online meetings
• Link email, calendars, and other Office 365 tools to CRM

Easy to use, anywhere, anytime any device Marketing Features Native Office 365 and SharePoint

• Intuitive common user experience across the Digital Workplace
• No extra sign-on or passwords
• Responsive design supports any device with a browser
• Access anywhere there is Internet access, at work, with a client, on the road

• Manage and Track contact databases
• Create and track marketing campaigns, link tasks, and documents
• Document management libraries for collateral development
• ​Media library to manage and store videos, graphics, and audio
• Marketing calendars for events, campaigns, and social networking

• Manage and Track contact databases
• Create and track marketing campaigns, link tasks, and documents
• Document management libraries for collateral development
• ​Media library to manage and store videos, graphics, and audio
• Marketing calendars for events, campaigns, and social networking