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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.

Description

One CRM, Built for Team Collaboration Say goodbye to fragmented workflows. Teamsale CRM combines powerful sales tools with real-time team communication, helping your entire team stay on the same page — from first contact to closed deal. Features built for efficiency: • Visual pipeline management with custom deal stages • Shared workspace for task assignments and follow-ups • Built-in messaging linked to specific deals or clients • File sharing and comment threads within the CRM • Alerts and updates to keep your team informed instantly Whether you’re a growing startup or an established business, Teamsale CRM helps simplify daily operations, improve communication, and accelerate your sales cycle.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Zadarma

Integrations

Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Zadarma

Pricing Details

$15 per user per month
Free Trial
Free Version

Pricing Details

$26 per team 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

SP Marketplace

Founded

2012

Country

United States

Website

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

Vendor Details

Company Name

Zadarma

Founded

2006

Website

teamsale.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

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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Alternatives

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