SP CRM

SP CRM

SP Marketplace
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About

Deliver tailored sales experiences with in-depth contact and account management. Target your marketing. Create native HTML emails and email to specific customer segments. From lead to opportunity through to quote and close, track your deals with the sales pipeline. Automate your repetitive tasks from setting call reminders, emails, and tasks, to sending brochures and adding leads. Report on everything stored in your CRM. From activities, leads, and tasks through to sales and accounting information. Quote your client straight after your meeting with the built-in quoting system. Store your product details and photos and produce quick presentations of the products you want them to see.

About

SP CRM is a simple yet full-featured CRM built on Office 365 that provides a complete view of the sales pipeline and activities. It supports the entire life cycle from campaign to lead capture, opportunity tracking and account management. Because it's built on Office 365, Microsoft Teams and SharePoint, SP CRM becomes a natural part of your sales team's daily activities; no need to sign in to another application. As part of the Office 365 Digital Workplace, your sales reps not only track opportunities, but also have access to all of the documents, information, and knowledge they need to close the deal. Sales staff like sales engineers, sales development personnel, and sales managers work as a team using the portal collaboration features. Combine with SP Projects and SP Customer Service as an integrated customer management solution.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CRM software for sales, support and marketing teams

Audience

Sales application specifically designed for small to medium sales teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$15 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BuddyCRM
Founded: 2012
United Kingdom
buddycrm.com

Company Information

SP Marketplace
Founded: 2012
United States
www.spmarketplace.com/office-365-sharepoint-crm.html

Alternatives

Alternatives

Snapforce

Snapforce

SnapForce Technologies
Tall Emu CRM

Tall Emu CRM

Tall Emu
xpdCrm

xpdCrm

xpdoffice
iSales CRM

iSales CRM

IT IDOL Technologies

Categories

CRM

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams

Integrations

Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Claim BuddyCRM and update features and information
Claim BuddyCRM and update features and information
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Claim SP CRM and update features and information