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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Small and medium-sized enterprises often lack the means to invest in elaborate and costly CRM software options. BPACRM365 addresses this gap by offering a contemporary application for customer relationship management and project oversight, designed to operate seamlessly within the secure and powerful Office 365 cloud environment. This app takes advantage of advanced technologies for instant communication and video calls via Teams, teamwork through SharePoint, process automation, insightful reporting, and more. Users can enjoy the convenience of accessing their CRM application on any device—be it a smartphone, tablet, or computer—without needing to integrate a third-party system, all while utilizing their preferred tools such as Teams and SharePoint. By choosing BPACRM365, businesses can elevate the experience of their sales and service teams, ultimately leading to greater achievements as they venture into new technological realms. What sets BPACRM365 apart from other external CRM solutions is its foundation on familiar Microsoft tools that sales personnel already use, which enhances overall user satisfaction. Additionally, by operating the application within Microsoft Teams, teams can boost their productivity, make quicker decisions through real-time discussions, and access CRM data effortlessly while engaging in conversations.

Description

ProjectReady Central is a cloud-based Project Information Management (PIM) tool specifically tailored for the Architecture, Engineering, and Construction (AEC) sectors. It facilitates the automation, security, and integration of various platforms and data across systems such as Autodesk Construction Cloud (ACC), Procore, Microsoft 365 (including SharePoint, Outlook, and Teams), Egnyte, and Box. - It streamlines the configuration and integration of Autodesk Construction Cloud, Microsoft 365 (SharePoint, Teams, Group Mailbox), Procore, and Egnyte, ensuring uniform project information throughout. - User and permissions management is centralized and made more efficient across ACC, Procore, and Microsoft 365. - The solution enables seamless document synchronization across ACC, SharePoint, Procore, and Egnyte, thereby linking all relevant stakeholder systems, both internal and external, involved in the project. - Users can manage, review, annotate, and collaborate on documents within Autodesk, SharePoint, Procore, and Egnyte, all while using a single Bluebeam session for convenience. - Additionally, it simplifies email management within Microsoft Outlook, enhancing overall productivity and communication for project teams.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Autodesk Construction Cloud
Box
Egnyte
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Procore
ProjectReady WorkBridge

Integrations

Autodesk Construction Cloud
Box
Egnyte
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Procore
ProjectReady WorkBridge

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BPA Solutions

Website

www.bpa-solutions.net/software/office365-crm-app/

Vendor Details

Company Name

ProjectReady

Country

United States

Website

project-ready.com

Product Features

CRM

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

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
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