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ease
features
design
support

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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

Screenshots View All

Screenshots View All

Integrations

Lupl
Microsoft SharePoint
Microsoft Teams

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

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