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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

Sales. Our software is tailored specifically to meet the exact requirements of your sales representatives, featuring customizable deal flows, pipeline stages, and customer status updates. You can easily assign tasks, and log calls and meetings to enhance productivity. We provide the simplest solution to generate leads, qualify them, convert opportunities, and successfully close deals. Marketing. Expand your audience using our comprehensive online marketing and customer engagement solutions, which include mass emailing, SMS, and chat functionalities. All of your communications can be automated and seamlessly integrated with platforms like Google G-suite, Microsoft Office 365, and various social media accounts. Support. Manage all interactions with potential and existing customers through email, phone, and live chat effectively. Cases and support tickets are monitored, prioritized, and resolved efficiently. Our streamlined workflow automation alleviates stress for both your customers and support representatives. Hire a digital marketer to cultivate innovative brands and establish a robust online customer base that outperforms your rivals. Search Engine Optimization. Our professional SEO services ensure your website achieves high visibility and ranking on search engine results pages, driving more traffic and potential customers to your business. Additionally, we focus on continuous improvement to keep your digital presence competitive in a rapidly changing landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

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

Pricing Details

$10 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 Yes 
iPad App Yes 
Android App Yes 
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 No 
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

KPI Software

Founded

2004

Country

United States

Website

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

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