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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

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.

Description

Begin engaging with your employees: You have the option to select from numerous established goals or craft a custom message tailored to your specific needs. Choose the recipients: You can either reach out to all employees or narrow it down to a specific group based on their organizational details (such as department or role) and their previous activities (like pages viewed or goals achieved). Develop a mechanism to encourage action: Messages can be dispatched through various channels, including email, SMS, in-app pop-up notifications on SharePoint, automated phone calls, or even directed to third-party services. Evaluate employee feedback: You can analyze how your target audience responds, inspiring them to take action like updating content, participating in sessions, or fulfilling their training requirements. Additionally, by strategically monitoring these interactions, you can refine your approach and enhance engagement efforts for future communications.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft SharePoint No 
Microsoft Teams No 

Integrations

Microsoft 365 Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$599 per month
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BPA Solutions

Website

www.bpa-solutions.net/software/office365-crm-app/

Vendor Details

Company Name

CardioLog Analytics

Founded

2005

Country

United States

Website

www.intlock.com/products/sharepoint-office365-analytics/cardiolog-engage/

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 

Product Features

SaaS Management

License Management No 
Onboarding No 
Renewal Management No 
SaaS Operations Management No 
Shadow IT Detection No 
Spend Management No 
Subscription Management No 
Usage Tracking / Analytics No 
Vendor Management No 

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