Customer and Case Management

powered by Microsoft Office 365

Get more from your existing Microsoft investment with an easy entry, fully integrated, and highly customisable Microsoft Office 365 add-on to help you manage customer relationships.

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An Easier and Cost Effective Alternative to Dynamics 365

Enable the Full Power of Microsoft Office 365 Cloud Services Without the Complexity and Cost of Dynamics 365

CRM right there in Microsoft 365

Single sign on without delay for access directly from Office 365 to powerful CRM, integrated with Outlook and Teams.

Simplicity, low cost and better value

Easy to use CRM that avoids complexity and inherits the function and quality of Office 365 through native integration.

Sales visualisation and forecasting

Simply drag and drop to visually edit your pipeline to track development and prioritise sales activity.

Microsoft cloud mobility and security

Enjoy Office 365 flexibility to work anywhere on any device and the security already built into Microsoft Cloud services.

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Manage Customers in One Place

If you already use Microsoft Office 365 for business documents and communications, now you can organise records and keep content in one centralised platform.

We don’t store your customer data! Everything is held and fully accessible within your existing Microsoft Office 365 tenant using SharePoint Online.

Outlook Customer Contact Manager

See additional contact information, related records, and easily save emails and attachments to records for others to see with the click of a button, whether using Microsoft Office 365 Outlook desktop or Outlook web.

Inherit Microsoft Platform Power

Use the Microsoft Power Platform tools your organisation is already familiar with to create automation rules, and integrate directly in to Microsoft Teams channels, messages, approvals, tasks, and more.

Storing all data within your Microsoft Office 365 tenant means you always get to use the latest Microsoft technologies instantly to enhance your experience.

Visualise Data Across Your Business

Power BI works seamlessly with all your Microsoft Office 365 data, so storing everything in one place makes it easier than ever to generate powerful dashboards and reports, as well as easily export data.

Build better customer relationships

to drive revenue and profitability

You already have Office 365 and SharePoint Online… It just makes sense to
manage customer engagement with SharePortals CRM!

Realise greater customer lifetime value

Nurture and engage - connect marketing, sales and orders by plugging CRM straight into Office 365 and SharePoint Online.

Saves time and joines up proceses

Automation that lets you join up processes and sync activity, so your sales function gets more done in less time.

Know your customers better

Enjoy a complete picture of the relationship with each customer so sales engages in the most productive and fruitful way.

Centralises your business data

Put Contacts, Accounts, Opportunities, Documents, Emails and Reporting all in one place, to power a single view of your business.

Take the first step towards better customer journeys

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Unique value-add for Microsoft Cloud Partners

Complement your product and services range with a lower cost, Office 365 CRM solution.

Make your Office 365 service offer more compelling by partnering with us. Standout from the thousands of Microsoft Cloud partners worldwide by partnering with SharePortals to differentiate your brand and provide more value to your customers.

Add SharePortals to your CRM solution set to provide a lower cost, easy entry point for customers who don’t have the budget for Microsoft Dynamics or 3rd party solutions.

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