SP CRM by SP Marketplace is a comprehensive customer relationship management solution built natively on Microsoft 365 and SharePoint, designed to help organizations centralize customer data, improve communication, and streamline sales processes.
Unlike standalone SaaS CRMs, SP CRM leverages your existing Microsoft 365 tenant, providing a secure, familiar platform that enhances user adoption and reduces costs. SP Marketplace has a long history of delivering no-code business applications that help businesses optimize their operations and maximize their Microsoft 365 investment.
The SP CRM solution offers a centralized hub for managing customer relationships, providing tools to track leads, manage accounts, monitor sales pipelines, and automate follow-ups. Key features include integrated contact management, task tracking, sales forecasting, and customizable workflows. By integrating with SharePoint, Outlook, and Teams, SP CRM ensures seamless collaboration and communication across your organization, enabling sales teams to work efficiently from any device.
With SP CRM, organizations can boost productivity, improve customer engagement, and drive revenue growth. The solution enables businesses to manage their entire customer lifecycle—from initial contact to post-sale support—within their existing Microsoft 365 ecosystem. By keeping all customer data within your tenant, SP CRM enhances security, improves compliance, and reduces the need for additional IT infrastructure. Whether you're managing a sales team, client accounts, or service requests, SP CRM delivers a cost-effective, scalable solution to help your organization build stronger, more profitable customer relationships.
The Full featured CRM includes:
– Track opportunities through stages, and share communication across the team
– Sales rep workspace to focus on contacts today, appointments, leads and tasks
– Full visibility into the pipeline through dashboards and drill-down features for management
– Sales team collaboration, access to resources, announcements and meeting calendar
– Receive email alerts for important events and activities
– Track marketing campaigns, events and the related projects to deliver them
– Capture leads from the website, email, and lists that are automatically fed into the sales process.
– Ability to quickly share the latest marketing activities and resources to the sales team.
– Access from any device, anytime, anywhere
Seller
SP MarketplaceLanguages Supported
English, French, Hebrew, Korean, Spanish, Chinese (Simplified)
Product Description
CRM for SharePoint
Overview by
Erin Daly (Senior Sales and Marketing Executive at Xsell | Lead Generation | Digital Marketing)
