Best CRM Software for Microsoft 365 Copilot

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

BUILDFitters is a cutting-edge construction management software designed to streamline and optimize the entire lifecycle of construction projects, specifically tailored for Architecture, Engineering, and Construction (AEC) firms. Powered by Microsoft Dynamics 365 and the Power Platform, BUILDFitters offers a unified, end-to-end solution that simplifies complex workflows—from sales and estimating to project execution and post-construction closeout. This comprehensive platform enables teams to automate proposal generation, track bids, manage schedules, allocate resources, and control documents efficiently, ensuring projects stay on time and within budget. The platform's mobile capabilities allow field teams to update timesheets, upload photos, and communicate seamlessly with office staff in real time, enhancing transparency and collaboration on the job site. BUILDFitters integrates smoothly with Microsoft tools like Outlook, SharePoint, and Azure, creating a cohesive ecosystem supporting better communication and data sharing across departments. Its powerful analytics, driven by Power BI, provide actionable insights into project performance, helping companies identify risks, streamline processes, and make data-driven decisions. BUILDFitters is highly scalable and customizable, making it suitable for businesses of all sizes and a broad range of industries including civil engineering, HVAC, roofing, renewable energy, and more. By adopting BUILDFitters, companies benefit from improved efficiency, enhanced collaboration, and greater control over complex construction projects. Trusted by numerous firms in the AEC sector, BUILDFitters empowers organizations to deliver higher-quality projects faster and with increased profitability.