Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

imDocShare enables users to view, edit, and synchronize iManage content seamlessly within Microsoft Teams, SharePoint, and various web applications. This innovative tool integrates as a SharePoint add-in, facilitating deployment in both Microsoft 365 SharePoint Online and SharePoint on-premises environments by offering a collection of WebParts suitable for both modern and classic pages. Users can also easily download imDocShare from the Microsoft Teams Apps Store, allowing them to manage and edit iManage content directly within conversations in Microsoft Teams channels. This integration streamlines workflows and enhances collaboration by ensuring that all team members have access to the most current documents and information.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft SharePoint No 
Microsoft Teams No 

Integrations

Microsoft SharePoint Yes 
Microsoft Teams Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 Yes 
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 No 

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

KLoBot

Website

www.imdocshare.com

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

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Alternatives

SP IT Helpdesk Reviews

SP IT Helpdesk

SP Marketplace

Alternatives

CV Helpdesk Reviews

CV Helpdesk

Codevision Technologies Private Limited
Websio Document Preview Reviews

Websio Document Preview

Websio Information Solutions Ltd
Microsoft Teams Reviews

Microsoft Teams

Microsoft
netDocShare Reviews

netDocShare

KLoBot
Dockit Migrator Reviews

Dockit Migrator

Vyapin Software Systems