--- title: SP CRM Reviews meta_title: 'SP CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how SP CRM works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 7 scale: '5' date_modified: '2025-10-30' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # 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. 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 ### 3. 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 ## 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?filters%5Bnps_score%5D%5B%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+18%3A50%3A54+-0500&secure%5Bsession_id%5D=c8f9225c-5f12-4376-a197-dbbda9a27d94&secure%5Btoken%5D=cd5c0ae83e42cc5673f295c1d998cea43e32e21f495e78b6ae78748bced5cc60&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Email Management - File Management - Deal Management **Customer Support** - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Document & Content Mgmt. - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,690 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,059 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) - 4.5/5.0 (1,062 reviews)