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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Whether you operate as a single or multi-channel enterprise in the B2B, B2C, or both sectors, our open-source CRM software is designed to adapt to any business process or need. Equipped with a comprehensive array of features from the start, our open-source CRM is tailored to enhance conversion rates, boost sales, and elevate customer satisfaction. Monitor the progression of Leads into Opportunities and how those Opportunities transform into Customers. It's essential to comprehend the customer journey to deliver an exceptional experience. Take a moment to watch our video for further insights into our open-source CRM software. Utilize customer information, cultivate relationships, and drive sales growth using our adaptable platform. Scrutinize and evaluate every phase of the customer experience. Effectively manage both qualified and unqualified leads, keep tabs on open and closed opportunities, and assess customer successes and failures to ensure precise forecasting in your company's sales pipeline. Additionally, our platform empowers businesses to make data-driven decisions that enhance overall operational efficiency.

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

HubSpot Operations Hub
InterWeave SmartSolutions
Logishop
Mailchimp
Mailchimp Transactional Email (Mandrill)
Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
SaveMyLeads
Zendesk
dotdigital Engagement Cloud

Integrations

HubSpot Operations Hub
InterWeave SmartSolutions
Logishop
Mailchimp
Mailchimp Transactional Email (Mandrill)
Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
SaveMyLeads
Zendesk
dotdigital Engagement Cloud

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

OroCRM

Founded

2012

Country

United States

Website

www.orocrm.com

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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