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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Capture emails and content, help people find the right content faster, work more productively, automate workflows and improve team collaboration. All this while protecting your SharePoint data. Our SharePoint solutions will streamline your business processes and SharePoint workflows, and meet your business requirements. Our SharePoint experts at Colligo have developed Microsoft 365 SharePoint solutions that will help organizations become more efficient. Colligo uses SharePoint web parts and custom solutions to help businesses improve SharePoint user experience, Microsoft 365 app functionality, and protect your SharePoint intranet data. Our content management, document management and email management tools allow organizations to simplify records management and compliance, and make the most of their SharePoint investment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft SharePoint
Microsoft Teams

Integrations

Microsoft 365
Microsoft SharePoint
Microsoft Teams

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

BPA Solutions

Website

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

Vendor Details

Company Name

Colligo Networks

Founded

2000

Country

Canada

Website

www.colligo.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

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Email Management

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

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