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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Life in a bustling office is often far from straightforward. Nowadays, organizations employ a variety of document management systems, each presenting its own set of advantages and challenges. As a leader in your team, you're probably juggling numerous email threads, instant message alerts, and word-processing files simultaneously. Your attention frequently shifts to the next attention-grabbing notification. To assist you in regaining your concentration and streamlining your work life, Team-One is at your service. This platform is crafted for effortless integration with Google Drive, Salesforce, and all the essential tools necessary for a more efficient workflow. Additionally, it includes pre-configured connectors along with widget and REST APIs, ensuring full compatibility with all of your business applications. With Team-One, you can foster and strengthen customer relationships while also collaborating and sharing effectively, ultimately guiding your clients toward achieving their objectives. Embrace the opportunity to reclaim your focus and enhance productivity in your workplace.

Description

SP CRM is an intuitive yet comprehensive customer relationship management tool designed for Office 365, offering an all-encompassing view of sales activities and pipeline management. This solution facilitates the entire journey from marketing campaigns to lead acquisition, opportunity monitoring, and managing customer accounts. Since it is embedded within Office 365, it seamlessly integrates with Microsoft Teams and SharePoint, allowing your sales team to engage with the platform without the hassle of logging into a separate application. Being part of the Office 365 Digital Workplace enables sales representatives not only to monitor potential deals but also to access essential documents, information, and insights necessary to finalize transactions. Furthermore, the collaborative features of the portal empower various sales roles, including sales engineers, development teams, and management, to work cohesively. Additionally, when combined with SP Projects and SP Customer Service, it creates a holistic solution for managing customer relationships effectively. This integration enhances the overall efficiency of the sales process and fosters a more productive working environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bitbucket Yes 
GitHub Yes 
Google Drive Yes 
Google Workspace Yes 
Mailchimp Yes 
Microsoft 365 No 
Microsoft Power Apps No 
Microsoft SharePoint No 
Microsoft Teams No 
Momentum Telecom Yes 
OpenText CX-E Voice Yes 
Qlik Application Automation Yes 
Salesforce Yes 
Teamstack Yes 
WebRezPro Yes 
Zendesk Yes 

Integrations

Bitbucket No 
GitHub No 
Google Drive No 
Google Workspace No 
Mailchimp No 
Microsoft 365 Yes 
Microsoft Power Apps Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Momentum Telecom No 
OpenText CX-E Voice No 
Qlik Application Automation No 
Salesforce No 
Teamstack No 
WebRezPro No 
Zendesk No 

Pricing Details

$5.99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$15 per user 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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BroadConnect

Founded

2005

Country

Canada

Website

www.broadconnect.ca/team-one/

Vendor Details

Company Name

SP Marketplace

Founded

2012

Country

United States

Website

www.spmarketplace.com/office-365-sharepoint-crm.html

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control No 
Video Conferencing Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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