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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Overseeing your sales pipeline can often feel like a daunting and laborious task, but Tubular, a comprehensive platform designed for sales tracking, collaboration, and workflow management, transforms this experience. This user-friendly solution equips sales teams with tools that effortlessly gather leads, enabling a concentrated effort on sealing deals. Among its many features are the ability to track leads from various sources, triangulate data for better insights, seamless integration with other tools, and support for multiple users collaborating effectively. With Tubular, the selling process becomes not only more efficient but also enjoyable and dynamic, reinvigorating your team's approach to sales. Ultimately, this innovative platform not only enhances productivity but also fosters a more engaging sales environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Constant Contact No 
Facebook No 
Gmail No 
Google Calendar No 
Google Drive No 
Mailchimp No 
Microsoft 365 Yes 
Microsoft Outlook No 
Microsoft Power Apps Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
QuickBooks Online No 
Slack No 
WP Fusion No 
WP-Chatbot No 
WordPress No 
Wufoo No 
X (Twitter) No 
Zapier No 
Zendesk No 

Integrations

Constant Contact Yes 
Facebook Yes 
Gmail Yes 
Google Calendar Yes 
Google Drive Yes 
Mailchimp Yes 
Microsoft 365 No 
Microsoft Outlook Yes 
Microsoft Power Apps No 
Microsoft SharePoint No 
Microsoft Teams No 
QuickBooks Online Yes 
Slack Yes 
WP Fusion Yes 
WP-Chatbot Yes 
WordPress Yes 
Wufoo Yes 
X (Twitter) Yes 
Zapier Yes 
Zendesk Yes 

Pricing Details

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

Pricing Details

$9.00/month/user
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 No 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

SP Marketplace

Founded

2012

Country

United States

Website

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

Vendor Details

Company Name

Tubular

Founded

2016

Country

United Kingdom

Website

www.tubular.io

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

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation Yes 
Shared Contacts No 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation Yes 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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