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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
netDocShare enables real-time viewing and editing of NetDocuments content across Teams, SharePoint, and various web applications. This tool empowers your organization to access and modify any NetDocuments content seamlessly within Microsoft Teams, SharePoint, or other preferred web platforms. You can easily pin the netDocShare app to the Teams navigation bar, incorporate it into Team Channel Tabs, or add it to a SharePoint or web application page for convenient access to NetDocuments content stored in Cabinets, Workspaces, Folders/Sub-Folders, CollabSpaces, as well as Saved Searches and Filters. The interface is designed to be user-friendly for individuals without technical backgrounds, allowing for straightforward live viewing of NetDocuments content like Documents, CollabSpaces, Saved Searches, and Filters within SharePoint. With rapid deployment and configuration of WebParts, it presents documents from various sources, including folders, workspaces, and cabinets, ensuring an enhanced user experience. The folder tree structure is designed to mimic the familiar environment of systems like Windows Explorer, making navigation intuitive and efficient for users. This robust integration ultimately streamlines workflows and enhances collaboration across your firm.
API Access
Has API
API Access
Has API
Integrations
Lupl
Microsoft SharePoint
Microsoft Teams
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$16000 per year
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
KLoBot
Founded
2019
Country
United States
Website
www.netdocshare.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
Team Communication
Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing