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A fully customised, cloud-based Customer Relationship Management portal built on Microsoft SharePoint and Office 365. Track leads, manage your pipeline, automate follow-ups and close deals faster — all from within your existing Microsoft 365 environment.
Our Business CRM portal software is a digitised, cloud-based or on-premises system that fits conveniently into your Office 365 SharePoint deployment. Unlike expensive third-party CRM platforms that require separate licences, separate logins and complex integrations — our CRM is built directly on SharePoint, using your existing Microsoft 365 subscription.
From the portal you can track potential leads captured directly from your website enquiry form or submitted manually from an incoming phone call. Due to it being a native Office 365 product, syncing with Outlook and other Microsoft apps is seamless — and automated reminders will help keep your sales team on their toes and closing deals faster.
With customisation and additional modules tailored to your specific industry, there really isn't a reason not to get exactly what your sales team needs to perform at their best.
Every feature is included in our base CRM build — and every feature can be extended, customised or added to based on your specific sales process and industry requirements.
A simple yet powerful CRM that supports the entire sales cycle — from lead through opportunity to closed account. See all activity in one unified view.
Analyse your pipeline from different angles with flexible report views, filters and live dashboards — integrated with Power BI for advanced data visualisation.
Manage all customer accounts, contacts and interaction histories from a central hub — linked to documents, appointments and correspondence.
Never miss a follow-up again. Automated reminders keep your sales team informed and ensure no lead falls through the cracks.
All quotes, proposals, contracts and supporting documents stored securely alongside CRM records — version-controlled and instantly accessible.
A central knowledge base for your sales team — collateral, media, templates, product information and internal news all in one place.
With Office 365 and SharePoint's native ability to run on any device from anywhere in the world, your sales team doesn't need to be in the office to move deals forward. Allow staff to update leads in real time, directly from the customer's premises — so leads are captured and progressed in the shortest possible time.
Access pricing, documents, contract templates and product information directly from your SharePoint CRM system — without switching between apps or needing to call back to the office for information.
With our CRM portal you can view your sales pipeline from multiple perspectives to help you forecast revenue, identify bottlenecks and make data-driven decisions. Flexible report views mean you can filter by region, product, sales rep, lead source, industry or any custom field that matters to your business.
The CRM portal is integrated with Microsoft Power BI — meaning the sales data captured in your SharePoint CRM can be merged with data from your accounting system, ERP, marketing platform or any other data source for unified business intelligence dashboards your executive team will actually use.
A common, unified user experience across Office 365. No extra sign-on, no switching between apps, no data silos — just one connected Microsoft ecosystem.
The SharePoint CRM isn't just for your sales team — it empowers your marketing team to align campaigns with pipeline activity and measure real return on investment.
A structured, transparent process that gets your CRM live quickly and built exactly the way your sales team works — not the other way around.
We don't just configure a template — we build a CRM that is designed around your business's unique sales process, terminology and reporting needs.
Sales teams across South Africa have transformed their performance with a custom CRM built on Microsoft SharePoint.
Before the SPS CRM, leads were tracked in a spreadsheet and emails were constantly missed. Now every lead from our website goes straight into the pipeline, is assigned automatically and our close rate has improved significantly. Game changer.
The Power BI integration is what sold us. We can now see our CRM pipeline data alongside our accounting revenue data in one dashboard. Our MD finally has the full picture in real time — and our sales forecasts have become dramatically more accurate.
Our field reps update leads directly from client sites on their phones. By the time they leave a meeting, the notes are in the system and management can see the update. We've cut our reporting overhead by hours every week.