SP CRMSP Marketplace
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationBuddyCRM
Founded: 2012
United Kingdom
buddycrm.com
|
Company InformationSP Marketplace
Founded: 2012
United States
www.spmarketplace.com/office-365-sharepoint-crm.html
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
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
|
|||||
|
|
|