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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.
Description
CRM, which stands for "Customer Relationship Management," is a software solution designed to manage and store essential customer contact details such as names, addresses, and phone numbers. This software is particularly advantageous for small businesses that need to monitor customer activities, including website interactions, phone communications, and emails. SalesFundaa CRM facilitates the tracking and analysis of all customer and prospect interactions, allowing businesses to gather comprehensive insights about their clientele and behavior patterns. With this information, companies can execute targeted marketing strategies, enhance product offerings, and optimize sales initiatives. Furthermore, SalesFundaa CRM contributes significantly to improving business efficiency, making it a top choice in India for SMEs aiming to gain a competitive edge in a diverse customer landscape. It serves as an invaluable resource for forecasting future revenue and minimizing risks associated with sales turnover. As a result, SalesFundaa CRM is widely regarded as the premier client management software in India, providing a robust foundation for business growth and customer engagement. By leveraging this tool, companies can not only streamline their operations but also foster stronger relationships with their customers.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Integrations
Microsoft 365
Microsoft Power Apps
Microsoft SharePoint
Microsoft Teams
Pricing Details
$15 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
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
SP Marketplace
Founded
2012
Country
United States
Website
www.spmarketplace.com/office-365-sharepoint-crm.html
Vendor Details
Company Name
Dial N Search
Country
India
Website
www.salesfundaa.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
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