Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Agile Task Board for SharePoint and Office 365 provides a comprehensive view of your team's tasks and project activities. It allows you to monitor the current status of tasks and share that information with all members involved in the project. As discussions progress, you can easily update team tasks to reflect any changes. This tool is adaptable to fit your specific agile process model, ensuring that all project elements are aligned with your workflow. Each task is represented as a card on the board, which can be customized with various status columns, swimlanes, and color-coded markers for better organization. You can seamlessly integrate and personalize multiple Task Boards on any SharePoint page within your team or project portal. Additionally, vital details such as task titles, assigned personnel, statuses, and relevant tags can be modified directly on each card, facilitating effective project management. This functionality not only enhances visibility but also streamlines communication among team members.
Description
Small and medium-sized enterprises often lack the means to invest in elaborate and costly CRM software options. BPACRM365 addresses this gap by offering a contemporary application for customer relationship management and project oversight, designed to operate seamlessly within the secure and powerful Office 365 cloud environment. This app takes advantage of advanced technologies for instant communication and video calls via Teams, teamwork through SharePoint, process automation, insightful reporting, and more. Users can enjoy the convenience of accessing their CRM application on any device—be it a smartphone, tablet, or computer—without needing to integrate a third-party system, all while utilizing their preferred tools such as Teams and SharePoint. By choosing BPACRM365, businesses can elevate the experience of their sales and service teams, ultimately leading to greater achievements as they venture into new technological realms. What sets BPACRM365 apart from other external CRM solutions is its foundation on familiar Microsoft tools that sales personnel already use, which enhances overall user satisfaction. Additionally, by operating the application within Microsoft Teams, teams can boost their productivity, make quicker decisions through real-time discussions, and access CRM data effortlessly while engaging in conversations.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Microsoft SharePoint
Yes
Microsoft Teams
Yes
Integrations
Microsoft 365
No
Microsoft SharePoint
No
Microsoft Teams
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Agile-IS
Founded
2011
Country
Germany
Website
www.agile-is.de
Vendor Details
Company Name
BPA Solutions
Website
www.bpa-solutions.net/software/office365-crm-app/
Product Features
Agile Project Management Tools
Backlog Management
Yes
Feedback Management
No
Gantt/Timeline View
No
Kanban Board
Yes
Prioritization
Yes
Request Management
No
Resource Management
No
Retrospectives Management
Yes
Status Tracking
No
Supports Scrum
Yes
Team Management
Yes
Template Management
No
Workflow Management
No
Kanban
Collaboration Tools
Yes
Dependency Tracking
No
KPI Monitoring
No
Milestone Tracking
No
Multi-Board
Yes
Prioritization
Yes
Project Planning
Yes
Roadmapping
No
Supports Scrum
Yes
Task Management
Yes
Time Tracking
No
Scrum
Backlog Management
Yes
Collaboration Board
Yes
Daily Reports
Yes
Iteration Management
Yes
KPI Monitoring
No
Milestone Tracking
No
Prioritization
Yes
Progress Tracking
Yes
Release Planning
Yes
Roadmapping
No
Sprint Planning
Yes
Task Management
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No