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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
One CRM, Built for Team Collaboration
Say goodbye to fragmented workflows. Teamsale CRM combines powerful sales tools with real-time team communication, helping your entire team stay on the same page — from first contact to closed deal.
Features built for efficiency:
• Visual pipeline management with custom deal stages
• Shared workspace for task assignments and follow-ups
• Built-in messaging linked to specific deals or clients
• File sharing and comment threads within the CRM
• Alerts and updates to keep your team informed instantly
Whether you’re a growing startup or an established business, Teamsale CRM helps simplify daily operations, improve communication, and accelerate your sales cycle.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft 365
Yes
Microsoft Power Apps
Yes
Microsoft SharePoint
Yes
Microsoft Teams
Yes
Zadarma
No
Integrations
Microsoft 365
No
Microsoft Power Apps
No
Microsoft SharePoint
No
Microsoft Teams
No
Zadarma
Yes
Pricing Details
$15 per user per month
Free Trial
No
Free Version
No
Pricing Details
$26 per team per month
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
SP Marketplace
Founded
2012
Country
United States
Website
www.spmarketplace.com/office-365-sharepoint-crm.html
Vendor Details
Company Name
Zadarma
Founded
2006
Website
teamsale.com
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
Yes
Call Logging
Yes
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
Yes
Territory Management
No