Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Matter Center for Office 365 was developed by Microsoft’s Corporate, External, and Legal Affairs (CELA) group in collaboration with the Office extensibility team, serving as a document management and collaboration tool that utilizes the Office app development model, Azure, and SharePoint. This innovative solution leverages the robust enterprise content management features offered by the SharePoint platform while also providing additional functionalities through various Add-ins in applications like Outlook and Office (such as Word and PowerPoint). By harnessing these capabilities, Matter Center enables users to efficiently create, locate, and store documents related to specific projects or matter sites. Furthermore, the platform benefits from the high-performance, enterprise-grade cloud infrastructure provided by Office 365 and Azure, enhancing its overall effectiveness and reliability. Ultimately, this integration facilitates a seamless workflow for legal professionals and teams managing complex documentation.
Description
SP CRM is an intuitive yet comprehensive customer relationship management tool designed for Office 365, offering an all-encompassing view of sales activities and pipeline management. This solution facilitates the entire journey from marketing campaigns to lead acquisition, opportunity monitoring, and managing customer accounts. Since it is embedded within Office 365, it seamlessly integrates with Microsoft Teams and SharePoint, allowing your sales team to engage with the platform without the hassle of logging into a separate application. Being part of the Office 365 Digital Workplace enables sales representatives not only to monitor potential deals but also to access essential documents, information, and insights necessary to finalize transactions. Furthermore, the collaborative features of the portal empower various sales roles, including sales engineers, development teams, and management, to work cohesively. Additionally, when combined with SP Projects and SP Customer Service, it creates a holistic solution for managing customer relationships effectively. This integration enhances the overall efficiency of the sales process and fosters a more productive working environment.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Albato
Yes
CaseXellence
Yes
HCL BigFix AEX
Yes
Microsoft Power Apps
No
Microsoft SharePoint
No
Microsoft Teams
No
Integrations
Microsoft 365
Yes
Albato
No
CaseXellence
No
HCL BigFix AEX
No
Microsoft Power Apps
Yes
Microsoft SharePoint
Yes
Microsoft Teams
Yes
Pricing Details
$30 per month
Free Trial
Yes
Free Version
No
Pricing Details
$15 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
microsoft.github.io/mattercenter/
Vendor Details
Company Name
SP Marketplace
Founded
2012
Country
United States
Website
www.spmarketplace.com/office-365-sharepoint-crm.html
Product Features
Legal Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration
Yes
Contract Management
No
Document Assembly
No
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No