# SharePortals Reviews
**Vendor:** Betasoft  
**Category:** [CRM Software](https://www.g2.com/categories/crm)
## About SharePortals
SharePortals is a CRM and case management platform built natively inside Microsoft 365. Unlike standalone CRM tools that sit alongside your existing software, SharePortals works directly within SharePoint, Outlook, Teams, and Planner — the applications your team already uses every day. The result is a unified client management system that your people actually adopt, without the complexity, cost, or disruption of a traditional CRM implementation. Designed for small and mid-sized organisations already invested in Microsoft 365, SharePortals gives business owners a structured, secure, and intelligent way to manage client relationships, correspondence, documents, and workflows — all from within their existing Microsoft tenant.






- [View SharePortals pricing details and edition comparison](https://www.g2.com/products/shareportals/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-08+03%3A05%3A08+-0500&secure%5Bsession_id%5D=0a4b1b1f-43fc-4c24-a57c-febb440605e8&secure%5Btoken%5D=51e803456d775a581b2c46c6dd3ec149c4de6b668c19fe844c657292603c4151&format=llm_user)

## SharePortals Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

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