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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

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

Teamwork CRM offers a user-friendly sales management tool that allows you to distinctly categorize your leads and opportunities into separate pipelines. This feature enhances your oversight and governance of the sales process, eliminating the hassle of managing leads through various spreadsheets and emails. With Teamwork CRM, you gain comprehensive insights into your sales journey, enabling you to expedite the process and ensure that no opportunity is overlooked. By consolidating all relevant information from initial contact to deal closure, your team can concentrate on priorities and monitor the advancement of each deal at every phase of the sales cycle. By distinguishing between leads and opportunities, you can foster a more results-oriented pipeline, ultimately leading to more accurate revenue forecasts. Enhanced visibility not only streamlines operations, but it can also contribute to a significant increase in revenue generation, empowering your team to achieve better results. This systematic approach can transform how your sales team operates, making it easier to identify bottlenecks and optimize strategies for success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Beamible No 
COZYROC SSIS+ Suite No 
Clarity Security No 
Guru No 
KonnectzIT No 
Kualitee No 
Luciq No 
Membrane No 
Microsoft SharePoint Yes 
Minoa No 
Motileo No 
Nango No 
Predikt AI No 
Rambox No 
StarfishETL No 
Success.co No 
Teamwork.com No 
Vaiz No 
Vessel No 
Ybug No 

Integrations

Beamible Yes 
COZYROC SSIS+ Suite Yes 
Clarity Security Yes 
Guru Yes 
KonnectzIT Yes 
Kualitee Yes 
Luciq Yes 
Membrane Yes 
Microsoft SharePoint No 
Minoa Yes 
Motileo Yes 
Nango Yes 
Predikt AI Yes 
Rambox Yes 
StarfishETL Yes 
Success.co Yes 
Teamwork.com Yes 
Vaiz Yes 
Vessel Yes 
Ybug Yes 

Pricing Details

$15 per user per month
Free Trial No 
Free Version No 

Pricing Details

$8 per user per month
Free Trial Yes 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
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 Yes 
Webinars Yes 
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

Teamwork.com

Founded

2007

Country

Ireland

Website

www.teamwork.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 No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management No 
Territory Management No 

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