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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

OttoCRM stands out as a reliable CRM software provider in India, designed to assist businesses in efficiently managing leads, customers, follow-ups, deals, and sales activities through a user-friendly platform. The software offers sales teams a comprehensive perspective on each opportunity, enabling them to remain organized and promptly address customer inquiries. With a range of features that include lead management, sales pipeline tracking, WhatsApp integration, AI Copilot assistance, quotation handling, detailed reports, and performance dashboards, OttoCRM simplifies daily sales operations. Furthermore, businesses have the flexibility to integrate their favorite tools, ensuring that all customer interactions are centralized. This platform caters to startups, small enterprises, expanding companies, and larger sales teams across various sectors, promoting ease of use with its intuitive interface that allows users to dive in without the need for extensive training. In essence, OttoCRM empowers businesses to enhance their sales processes and improve customer engagement effortlessly.

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

No images available

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Power Apps No 
Microsoft SharePoint No 
Microsoft Teams No 

Integrations

Microsoft 365 Yes 
Microsoft Power Apps Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 

Pricing Details

$5/month
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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 Yes 
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

OttoCRM

Country

India

Website

ottocrm.in/

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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