# SP CRM Reviews **Vendor:** SP Marketplace **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 7 ## About SP CRM 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 ## SP CRM Reviews ### 1. Great system to keep you on track. **Rating:** 5.0/5.0 stars **Reviewed by:** Scott M. | Enterprise (> 1000 emp.) **Reviewed Date:** March 28, 2024 **What do you like best about SP CRM?** Easy to manage and keep all you client information in 1 spot **What do you dislike about SP CRM?** Nothing, its a grteat easy to use system **What problems is SP CRM solving and how is that benefiting you?** All my contacts and pervious information from my last phone call or customer visit ### 2. Great sales tool for small & medium sales teams **Rating:** 2.5/5.0 stars **Reviewed by:** Subha B. | Growth Marketing Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2023 **What do you like best about SP CRM?** It easily runs on mobile. So you can check any time of the day. **What do you dislike about SP CRM?** For those who don't prefer using Microsoft products, it can be bit of a challenge. **What problems is SP CRM solving and how is that benefiting you?** It is easily accessible via mobile which is a great feature to have. Plus it runs on Microsoft 365 thus, all the user Microsoft user data easily syncs with the CRM. ### 3. It is simple use this software **Rating:** 5.0/5.0 stars **Reviewed by:** SAILAJA V. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about SP CRM?** It is simple use to use this SP CRM , Easily to track customer data, lead details and campign details . can be used for B2B sales **What do you dislike about SP CRM?** so far didnt find any difficulties to use **What problems is SP CRM solving and how is that benefiting you?** To track customer details, easy analayzation of lead and campign details ### 4. Easy to Integrate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about SP CRM?** I think it had a lot of option for intergration, and that part of the process was easyto use **What do you dislike about SP CRM?** In the beginning, hard to navigate and use **What problems is SP CRM solving and how is that benefiting you?** It is helping us control a lot of data, and allows the field reps to see complete picture on leads ### 5. Best for CRM Application **Rating:** 5.0/5.0 stars **Reviewed by:** rajarajeswari r. | Enrollment Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2020 **What do you like best about SP CRM?** It is best for customer relationship Management Email Marketing where we can track the email , Document Storage, Task Management and Calendar / Reminder System. It covers entire process from the campagin , lead process where it is simple to use this software. Since we are in the sales team so this CRM Application is very uself and Email Marketing is very helpful. We was using HUBSPOT where call recording , Email Tracking , Lead status , Life cycle stage like this there were lots of feature which was very useful for us . Same like SP CRM Application is also have same features of Hubspot. **What do you dislike about SP CRM?** There is no dislike in this application since this software is very useful for the business concern to achieve their target and increase their profit. We use this software mainly for Email Marketing and Lead process **Recommendations to others considering SP CRM:** I will recommend the other business concern to try this software since the features is good and cost efficient **What problems is SP CRM solving and how is that benefiting you?** This software consists of lost benefit like Email Marketing where we can track the mail , Document storage can be done, Internal Chat integration , Calender / Reminder is available, Task Management - Where you can create a task and followup the task ### 6. helpful **Rating:** 3.5/5.0 stars **Reviewed by:** John A. | real estate agend, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2019 **What do you like best about SP CRM?** It is essential to our business. After going through a long training process the tool becomes second nature. The ability to log activities and data is great. There are countless features of the tool that I only know a fraction of. Running reports and exploring previous activities has been super beneficial to keeping in touch with old leads. Creating list and account views to have all of your information in one place is also very helpful. Searching for leads and accounts is very easy and accessible and quick to find. The dashboard tool is also useful it lets you know up to the minute how you are performing against your quota for the week/month/quarter. **What do you dislike about SP CRM?** A lot of feature development is driven by their biggest customers, large corporate users, which is totally understandable but can be hard when you have different needs (as a small non-profit, for example). That said, the customizability and user community definitely help counteract this. Because of the scale of the user community and the ease of integration with other systems, you can also expect a lot of sales calls and emails from third-party apps as soon as you become a user **Recommendations to others considering SP CRM:** We can easily run multiple business out of one SP CRM instance.....we have a parent company that does software consulting and then a child company that is a software publisher, and it's easy to manage accounts/contacts/opportunities/projects/the entire sales process for both in SP CRM. **What problems is SP CRM solving and how is that benefiting you?** Although you don't need IT skills, you do need someone who is logical and methodical in order to customize it effectively. It is worth using the trial to see if it is right for you. We did that, and within 2-3 days, I was wildly excited about SFDC! ### 7. Many functions **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2019 **What do you like best about SP CRM?** When using SP CRM you can use a lot of handy functions! **What do you dislike about SP CRM?** It takes a lot of time to set up, but once done, its great. **What problems is SP CRM solving and how is that benefiting you?** SP CRM gave my sales a good boost! ## SP CRM Discussions - [Not at all](https://www.g2.com/discussions/not-at-all-5ecb47be-f154-4aa4-9fd1-2b53b6949318) - 1 upvote - [View SP CRM pricing details and edition comparison](https://www.g2.com/products/sp-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+15%3A43%3A34+-0500&secure%5Bsession_id%5D=a9a1e9b2-ad72-4778-9c6a-c79a9ae7a14c&secure%5Btoken%5D=2a3ad3ea733fe2d351e46c2456a1c8944fb3c8ee517c114d1637a300acec7687&format=llm_user) ## SP CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Document & Content Mgmt. **Integration** - Data Import & Export Tools - Integration APIs **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 ## Top SP CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,579 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,984 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) - 4.5/5.0 (1,059 reviews)