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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Customer Relationship Management (CRM) Software is designed to streamline a significant portion of the sales activities within businesses. When combined with marketing technologies such as marketing automation, CRM solutions provide an exceptional opportunity for both small businesses and large corporations to flourish. It is crucial for every organization to skillfully handle prospects, leads, opportunities, activities, and current customers with meticulous attention. CRM Software plays a vital role in this strategy, making the management of the business sales process not only easier but also more efficient. A successful marketing approach guarantees that high-quality leads are continually flowing into the sales pipeline. However, many sales systems offer only basic marketing functionalities, forcing companies to acquire and integrate additional marketing applications, which are often costly and overly complicated. This reliance on separate solutions can lead to inefficiencies and hinder overall productivity. Thus, finding an all-in-one CRM solution that encompasses both sales and marketing features can significantly benefit organizations in the long run.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams

Integrations

Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$15 per user per month
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

Neolite Infotech India

Country

India

Website

neolite.in/products/neocrm/

Vendor Details

Company Name

SP Marketplace

Founded

2012

Country

United States

Website

www.spmarketplace.com/office-365-sharepoint-crm.html

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

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

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