Best CRM Software for Microsoft SharePoint
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Compare the Top CRM Software that integrates with Microsoft SharePoint as of June 2025
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This a list of CRM software that integrates with Microsoft SharePoint. Use the filters on the left to add additional filters for products that have integrations with Microsoft SharePoint. View the products that work with Microsoft SharePoint in the table below.
What is CRM Software for Microsoft SharePoint?
CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding. Compare and read user reviews of the best CRM software for Microsoft SharePoint currently available using the table below. This list is updated regularly.
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1
Pipeliner CRM
Pipelinersales Corp.
Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.Starting Price: $25 -
2
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.Starting Price: $34 per month -
3
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
4
Ideagen Huddle
Ideagen
Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.Starting Price: $11.00/month/user -
5
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.Starting Price: $25.00/month/user -
6
Kintone
Kintone
Kintone is a customizable digital workplace platform that lets you manage your data, tasks, and communication in one central place. Over 25,000 customers use Kintone’s no-code platform with more than 1.5 million database and workflow applications custom built for their businesses. Kintone is provided by Cybozu Inc., a Tokyo-based public company founded in 1997. Use our no-code drag-and-drop interface to create your own custom database applications that track all the data you want. Whether it’s sales leads, customer quotes, or inventory management, you can organize it in Kintone and view it all from our centralized workplace platform. Maximize Kintone’s functionality with APIs or integrations with the third-party services you rely on for other parts of your business. Browse our library of 100+ integrations to find what you need. Trusted by the largest F500 companies, Kintone's no-code platform with granular governance empowers 'citizen developers' in SMBs and team leaders iStarting Price: $15.00 per user per month -
7
Procore
Procore Technologies
Procore is a leading provider of cloud-based construction management software, designed to connect project stakeholders, including owners, general contractors, specialty contractors, and public agencies. The platform facilitates collaboration across various construction sectors such as commercial, residential, industrial, and infrastructure projects. Procore's comprehensive suite of tools covers project management, quality and safety, design coordination, BIM, field productivity tracking, project financials, invoice management, and accounting integrations, all aimed at enhancing efficiency and accountability throughout the construction lifecycle. With a commitment to advancing the construction industry, Procore serves over 16,000 customers and more than 2 million users across 150+ countries. -
8
Intellum Platform
Intellum
Intellum provides the world's largest and fastest-moving companies, including Amazon, Google, X (Twitter), Meta, Mailchimp, Gusto, Redbull, Snap Inc., Pinterest, Stripe, AirBnB, and Verizon, with an all-in-one solution for authoring, presenting, managing, tracking, and continuously improving customer, partner, and employee education initiatives at scale. Backed by a team of award-winning learning practitioners, consultants, content experts, engagement professionals, developers, and engineers, with a scientific, data-driven approach based on 20+ years of industry experience, our solutions help organizations improve product utilization, customer retention, and revenue. From our LMS to social/community learning, user journey tracking and data insights delivery, paid course and certifications support, and advanced content authoring, collaboration, and customization functionality, Intellum is uniquely positioned to provide an all-in-one EdTech for Business solution. -
9
Simpo
Simpo
Communicate with users right within your application. From automated announcements to in-app walkthroughs, Simpo lets you deliver training and knowledge directly to your users. No technical expertise needed. The independence and control you need to get things done quickly. Simpo is an easy-to-use tool that sits on top of your software and enables you to create, edit and deliver information in minutes. Push announcements, knowledge, and surveys to users directly inside the software they already use, at the point of need. No more hoping they open emails or retain hours of training. With Simpo, you can reduce the time and money it takes to manually train current and new users by automating the onboarding process and using step-by-step walkthroughs. Simpo lets you run surveys and measure NPS to understand sentiment and gather actionable feedback from users directly from within the software. -
10
NextStage
NextStage
Automate the busy work of business development so you can focus on PWin-enhancing activity. NextStage is the one-stop shop for market intelligence, task order management, capture, and proposal workflows. Search government contract opportunities from SAM.gov, FPDS, and GovWin. Manage government contract vehicle task orders from GSA eBuy and CIO-SP3. Add opportunities to the pipeline in a single click. Get notified of new opportunities with saved searches. Execute capture without spreadsheets, slide decks, and manual data entry. Track key data points about your opportunity. NextStage syncs your data with Sam.gov, eBuy, GovWin, and more. Shipley-ready pipeline and opportunity management built for your workflow. Efficient communication between BD, proposal, and executive teams in a single place. Create an accurate timeline of key milestones. Create revenue projections designed for GovCon. Customizable dashboard to track metrics that matter.Starting Price: $3,000 per year -
11
Bauwise
Bauwise
Bauwise construction cost management software is the place where project managers and management work together to understand the construction project financial performance and make sure that the project is operating within the agreed budget. Work with an up-to-date budget and monitor all changes to understand how they impact on the project’s profitability. Track the completion, compare projected and committed costs against actual expenses, and indicate budget lines that need attention. Avoid going over budget or running out of cash in the middle of a construction project. Get insights regarding the latest contracts, change orders, commitments and automatically updated budget lines with expenses form the accounting tool or get feedback from built-in daily reporting tool. Our construction job costing software eliminates the need to copy data between spreadsheets or request an updated statement from your accounting department.Starting Price: $297 per month -
12
Mobile Locker
Mobile Locker
Empowering Pharma Sales & Medical Affairs teams with a simplified, streamlined, and fully compliant digital platform. Accelerate sales by delivering the right content to the right people on any platform with complete visibility into prospect interactions. Streamlined compliance was built in from the ground up. We play well with Veeva Vault, Veeva CRM, and other common pharma utilized platforms. Our data-driven tools drive valuable insight into content performance. Seamless onboarding allows you to spend more time on sales and engagement with prospects. We know how important compliance is to your business. MobileLocker makes it easier than ever before. Whether your team is on a mobile device, desktop, online or offline, they always have access to the most current version of any asset you upload. Easily set expiration dates and distribution for all your content.Starting Price: $30 per month -
13
BUILDFitters
AlphaBOLD
BUILDFitters, the ultimate construction management software designed to streamline your projects and enhance efficiency. With BUILDFitters, you can effortlessly oversee every aspect of your construction projects, from initial planning to completion. This robust software offers a comprehensive suite of features to manage resources, schedules, budgets, and communication effectively. Seamlessly collaborate with your team, subcontractors, and clients in real-time, ensuring everyone is on the same page and projects stay on track. With BUILDFitters, you can effortlessly create detailed project plans, allocate tasks, and track progress. The intuitive interface allows you to visualize project timelines, milestones, and critical paths, enabling proactive decision-making and efficient resource allocation. Stay in control of your project finances with BuildFitters' budgeting and cost tracking tools. Monitor expenses, analyze cost trends, and generate accurate reports toStarting Price: $85/month/user -
14
Simplicate
Simplicate
Experience the most efficient flow in your company from first customer contact to invoice with our user-friendly CRM- and project software. Companies with Simplicate are demonstrably growing faster than their competitors. Optimal workflow is essential for agencies. With Simplicate, linked to Jira, we have become extremely efficient. Experience the most efficient flow from first customer contact through invoice. Imagine your company becoming even more successful. You decide what that success means. Whether you want more turnover per employee, want to make optimal use of the capacity of your team, or simply want more time to make beautiful things for your customers. We help you with that. Our mission is to simply make you more successful as a business service provider. We do this by removing unnecessary complexity from your daily business processes, from first customer contact to invoice. Keep it simple, that's why we are called Simplicate.Starting Price: Free -
15
Quiddity
Qpod Solutions
Automate and manage your different business aspects such as marketing, sales, services and projects from a single CRM software platform. You can ensure the security of your customer’s confidential data. Give required information to your customers even on the move with Quiddity mobile app. With a CRM software on your phone, you can access numerous entities while you are away from your desk. Use the Quiddity timesheet report to keep track of the time spent by your employees on completing a task. You can also keep a tab on the leave taken by the employees. Take a look at the reports generated in Quiddity and gain visibility of all business processes. You can get relevant insights about your marketing campaigns, time spent on completing any tasks, the status of leads, the number of invoices generated, and more. Deploy Quiddity CRM software into your business without any technical expertise. The step-by-step user articles and information are simple and easy to understand.Starting Price: $20 per year -
16
SP CRM
SP Marketplace
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.Starting Price: $15 per user per month -
17
FIELDBOSS
FIELDBOSS
FIELDBOSS is an end-to-end field service software solution built on the Microsoft Dynamics Platform. FIELDBOSS streamlines complex operations and is the easiest way to connect field service contractors to their customers and equipment. FIELDBOSS empowers companies to deliver exceptional customer experiences in the field while providing real-time profitability information to management. The organization is led by a team of Chartered Professional Accountants and Certified Microsoft Technology Specialists who have been providing the highest level of service in the Microsoft solution consulting industry since 1989. FIELDBOSS offices are located in Toronto, Canada and New York City, USA.Starting Price: $40 per month -
18
SmartShare
EASI
The flexible Collaboration Suite for efficient teams. SmartShare brings all crucial information about what's going on together in one single, centralized system. The famous Company Overview feature shows all possible information about a customer in one single screen: ongoing projects, deals, contracts, offerings, etc. SmartShare brings structure in the way people work and share information. Collaboration between colleagues and teams is drastically improved thanks to the centralization of information in the shared environment. Customers report a time gain of 1h per day per employee. An advanced integrated access rights management system allows to make sure that information is only accessible to persons with sufficient access rights. Access rights can be managed at multiple level: individual, team, binder, project, document, etc. Emails are managed in the shared environment, which brings a huge productivity gain and efficient collaboration. -
19
SugarCRM
SugarCRM
Gain complete visibility of customer activities, history, and records from a single screen. Reduce clicks and streamline actions with one unified customer view. Dive deeper into customer data with advanced drill-down capabilities. Leverage built-in AI to uncover the best opportunities and accelerate deal closures. Get recommendations on the next best actions to take in every sales situation. Focus on high-value opportunities with predictive insights into deal likelihood. Replicate winning strategies with advanced forecasting and time-aware analytics. Access real-time metrics and reporting to track sales performance without manual spreadsheets. Predict pipeline evolution and quota attainment with role-specific dashboards. Automate and simplify your sales processes with drag-and-drop workflows and built-in guides. Automate complex sales tasks with Smart Guides for seamless sales process management. Collaborate effortlessly using native integration with third-party document tools. -
20
Pendula
Pendula
Customer attention is scarce, and marketing and CX leaders are facing increasing pressure to continue driving growth with less time and tighter resources. With the limitless potential of generative AI, Pendula empowers teams to deliver adaptive and meaningful two-way customer experiences to inspire, engage, and retain customers at scale. Pendula aims to be at the heart of every conversation between businesses and their customers, all over the world. Intuitive drag-and-drop functionality that will empower teams to do their best work. Create two-way conversations and act on them intelligently with real-time data. Harness the power of AI to activate your entire data stack. The heart of next-gen customer engagement and retention. With Pendula's workflow studio, the only limits are the boundaries of your creative thinking. Select a data source to identify the moments that actually matter to your customers. -
21
Unifonic
Unifonic
Unifonic is an AI-driven platform that enables personalized omnichannel customer engagement. It offers a range of communication channels, including SMS, WhatsApp, Messenger, push notifications, and voice, allowing businesses to connect with customers through their preferred mediums. The platform supports over 100 native integrations with tools like Salesforce, HubSpot, and Shopify, facilitating seamless workflow automation. Unifonic's Flow Studio provides pre-built templates for common use cases such as abandoned cart reminders, OTPs, and chatbot automation, simplifying the implementation of automated workflows. The platform is designed to enhance marketing efforts, streamline IT and operations with low-code development tools, and improve customer support by offering 24/7 AI-powered assistance. Unifonic has a global reach, with 95% coverage, over 25 billion messages sent, and more than 5,000 customers.
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