Best CRM Software for Microsoft SharePoint

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

Procore, a cloud-based Construction Management Software, offers a unique solution that provides a complete tool-set to manage the entire scope of a project. Procore can be used for all types of construction from bidding to closing out. It connects all the team across the country or around the globe, making collaboration seamless. One annual license grants business access to the entire suite. There is no need to worry about running out of single-user licenses.

Intellum provides the world's largest and fastest-moving companies, including Amazon, Google, X (Twitter), Meta, Mailchimp, Gusto, Redbull, Snap Inc., Pinterest, Stripe, AirBnB, and Verizon, with an all-in-one solution for authoring, presenting, managing, tracking, and continuously improving customer, partner, and employee education initiatives at scale. Our learning management system Includes everything you need to create, present, manage, track, and improve highly-engaging and personalized educational experiences at scale, with support for robust all content types, built-in gamification features, support for high- and low-stakes certifications, conformance with accessibility standards, and powerful API and out-of-the-box integrations. From our LMS to social/community learning, user journey tracking and data insights delivery, paid course and certifications support, and advanced content authoring, collaboration, and customization functionality, Intellum is uniquely positioned to provide an all-in-one EdTech for Business solution.

Communicate directly with your users from within your application. Simpo allows you to deliver knowledge and training directly to your users, with automated announcements and in-app walkthroughs. No technical knowledge required. You have the freedom and control you need in order to accomplish your goals quickly. Simpo, an easy-to use tool that can be installed on top of your software, allows you to create and edit information in minutes. Users can receive announcements, knowledge and surveys right from the software they already use. You don't have to wait for users to open emails or remember hours of training. Simpo makes it easy to reduce the time and cost of training new and existing users. It automates the onboarding process, and provides step-by-step guides. Simpo allows you to run surveys and measure NPS directly within the software. This will allow you to understand sentiment and gather actionable feedback.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.

Not a coder? Not a problem. Kintone's visual application builder lets you drag and drop your way to custom enterprise apps that do exactly what you need. You can start from scratch or customize a pre-built app template. Collaborate with your team to build, test, and improve your app until you find your perfect workflow process.

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

ONLYOFFICE Docs is a secure online office suite that you get a vast range of collaborative features. Co-edit documents, spreadsheets, presentations, fillable forms and PDF files with your team in real-time: two co-editing modes (real-time and paragraph-locking), commenting, built-in chat, tracking changes, version history, document comparison. It can be integrated with existing platforms or used as a built-in component. ONLYOFFICE Workspace lets you deploy a web office on your own server. It comprises ONLYOFFICE Docs and comprehensive business tools: Mail, CRM, document and project management, calendar, chat, blogs, forums, polls, etc. Community Edition is the best choice for teams with up to 20 users, available free of charge. Enterprise Edition is for bigger businesses that need enhanced security options and professional support. ONLYOFFICE cloud service is a cost-efficient business solution with online editors and a collaboration platform, accessible from anywhere and from any device.

Automate the tedious work of business development so that you can concentrate on PWin-enhancing activities. NextStage is your one-stop shop to find market intelligence, task order management and capture as well as proposal workflows. SAM.gov, FPDS and GovWin allow you to search for government contract opportunities. GSA eBuy, GovWin and CIO-SP3 allow you to manage government contract vehicle task orders. In one click, you can add opportunities to your pipeline. Saved searches allow you to be notified about new opportunities. Capture without the use of spreadsheets, slide decks or manual data entry. Keep track of key data points regarding your opportunity. NextStage syncs with Sam.gov and eBuy to provide you with key data points about your opportunity. Shipley-ready pipeline, opportunity management, and more built for your workflow. Effective communication between BD, proposal and executive teams from one place. A timeline of key milestones should be created. Develop revenue projections for GovCon. You can create a custom dashboard to track the metrics that matter.

Bauwise construction cost management software allows project managers and project management to work together to understand and monitor the financial performance of construction projects and ensure that they are operating within the budget. Monitor all changes and keep track of any changes to ensure that the budget is current. Track the project's completion, compare actual and projected costs, and identify budget areas that need attention. Avoid running out of cash or going over budget during construction projects. The accounting tool provides insight into the most recent contracts, change orders, commitments, and automatically updated budget lines with expenses. You can also get feedback using the built-in daily report tool. Our software allows you to easily copy data between spreadsheets and request an updated statement from the accounting department.

A digital platform that simplifies, streamlines, and is fully compliant with the law, empowers Pharma Sales & Medical Affairs. Accelerate sales by delivering the right information to the right people on the right platforms with full visibility into prospect interactions. From the ground up, compliance was simplified. We are compatible with Veeva Vault and Veeva CRM. Our data-driven tools provide valuable insight into content performance. Seamless onboarding makes it easier to focus on sales and engage with prospects. We understand how important compliance is for your business. MobileLocker makes compliance easier than ever. MobileLocker makes it easy for your team to access the latest version of any asset they upload, regardless of whether they are on a mobile device or desktop. You can easily set expiration dates, distribution and other details for all your content.

You can automate and manage all aspects of your business, including sales, marketing, and services, from one CRM software platform. You can protect your customer's confidential information. With Quiddity's mobile app, you can give required information to customers wherever you are. You can access multiple entities from your phone using a CRM software. To keep track of how long your employees spend on completing a task, use the Quiddity timesheet. You can also keep track of the time taken by employees. Quiddity provides visibility into all business processes and reports. You can gain valuable insights about your marketing campaigns, time spent completing tasks, status of leads, number of invoices generated, etc. You don't need any technical knowledge to deploy Quiddity CRM software in your business. The user articles and information are easy to follow and understand.

Our user-friendly project and CRM software will help you to achieve the most efficient flow within your company, from the first contact with a customer to the invoice. Simplicate users grow faster than their competition. For agencies, a smooth workflow is crucial. We have become more efficient with Simplicate and Jira. From the first contact with a customer to the invoice, experience the most efficient flow. Imagine your company becoming more successful. You decide what success means. You can choose to have more turnover per employee or to maximize the capacity of your staff. Or you can simply want more time for creating beautiful things for your clients. We can help you. Our mission is simply to make you more successful in your role as a business services provider. We do this by removing the unnecessary complexity in your daily business processes - from first contact with customers to invoice. Simplicate means "keep it simple".

FIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform. FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management. The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada.

SP CRM is a simple but powerful CRM built on Office 365. It provides a complete view into the sales pipeline and activities. It can support the entire sales cycle, from lead capture to opportunity tracking and account management. SP CRM is built on Office 365 and Microsoft Teams. It can be used as a part of your sales team's day without the need to log in to another program. Your sales reps can track opportunities and have access to all the documents, information, knowledge, and documentation they need to close the deal. The portal collaboration features allow sales staff, such as sales engineers, sales developers, and sales managers, to work together. SP Projects and SP Customer Service can be combined to create a complete customer management solution.

The flexible Collaboration Suite is designed to help you create efficient teams. SmartShare provides all the information you need about what's happening in one central system. The famous Company Overview feature displays all information about a customer on one screen. It includes ongoing projects, contracts, offers, and other details. SmartShare creates structure in the way people work together and share information. The centralization of information in the shared environment makes it easier to collaborate between teams and colleagues. Customers report a time saving of approximately 1 hour per employee. A sophisticated integrated access rights management system ensures that information is only available to those with sufficient access rights. Access rights can be managed at multiple levels: individual, team and binder. Projects, documents, and so on. Emails can be managed in a shared environment which results in a significant productivity boost and efficient collaboration.

Get complete visibility of all customer activities, records, and history from a single interface. One unified view of the customer allows you to streamline your actions and reduce clicks. Drill down deeper into customer data using advanced drill-down features. Use the AI built-in to find the best opportunities and speed up deal closures. Get recommendations on what to do next in each sales situation. Predictive insights into deal probability help you focus on high-value opportunities. Replicate winning strategies using advanced forecasting and analytics that are time-aware. You can track sales performance with real-time metrics, reporting and analytics without having to use spreadsheets. Dashboards for each role help predict the evolution of your pipeline and quota achievement. Automate and streamline your sales processes using drag-and drop workflows and guides built in. Smart Guides automate complex sales tasks for seamless sales process management. Native integration with third-party tools allows for seamless collaboration.

Marketing and CX leaders face increasing pressures to continue driving growth while having less time and fewer resources. Pendula's generative AI offers teams the ability to deliver adaptive, meaningful, two-way experiences that engage and retain customers. Pendula wants to be at the center of every conversation that businesses have with their customers around the world. Drag-and-drop functionality will empower teams to perform their best work. Create intelligent two-way conversations using real-time data. Use AI to activate the entire data stack. The core of next-generation customer engagement and retention. Pendula’s workflow studio is only limited by your creativity. Choose a data source that will help you identify the moments your customers care about.