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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Each organization and its sales methodologies are distinct. Cirrus CRM provides all the essential tools you require, and should you need a bit more, we can tailor it specifically to your business's needs. Our proficient sales team will assist you in optimizing and executing your most effective CRM solution to date. Empower your sales force to recognize, prioritize, and delve into your existing connections. Utilize genuine sales insights from your ERP and finance systems to segment your clientele, concentrating on your A and B customers alongside your pool of potential clients, while swiftly assigning tasks and activities. Gain a clear understanding of the status of impending deals, those needing a nudge, and even those that have stalled. By eliminating stagnant opportunities, you can direct your sales team's efforts towards the prospects that truly count, ensuring a more productive and focused approach to your sales strategy. This not only enhances your sales efficiency but also drives overall business success.

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

BI Book Yes 
GetAccept Yes 
Microsoft 365 No 
Microsoft Power Apps No 
Microsoft SharePoint No 
Microsoft Teams No 

Integrations

BI Book No 
GetAccept No 
Microsoft 365 Yes 
Microsoft Power Apps Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$15 per user per month
Free Trial No 
Free Version 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 

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 No 
Webinars No 
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

Care Of CRM

Founded

2001

Country

Sweden

Website

careofcrm.com/en/en-home/

Vendor Details

Company Name

SP Marketplace

Founded

2012

Country

United States

Website

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

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 

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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