CRM & Document Management for Microsoft 365
One platform to manage clients, documents, tasks, and emails — all inside Microsoft 365.
SharePortals brings together Outlook, SharePoint, Planner, and Teams so your client-facing teams can access everything they need, without switching tools. Automate workflows, stay on top of tasks, and never lose track of client info again.
What you can do with SharePortals
We set SharePortals up for you to work the way you do!
Microsoft 365 CRM & Automation Workflow Tools Built To Work The Way You Do
Easy to use Customer and Document Manager
Use SharePortals to manage all your customer documents, communications and other interactions. Create and edit Office 365 documents. Never lose your work again.
Manage business records and their progress through stages. Automate critical business workflows.
Book a Free CRM Design Consultation
Need help designing your Solution?
Still using spreadsheets or folders to manage clients? We’ll help you design a CRM and Document Management solution that fits how your team works today and as you grow.
Team Collaboration and Co-Working
Collaborate with Team Members
Access emails and documents sent to any member of your team, without accessing their personal mail boxes. Quickly create and assign tasks to colleagues. Create and collectively edit Microsoft Office documents.
User-Friendly Document Management
Easily create, edit and manage all your Documents
Benefit from the power of SharePoint Document Management, brought to life in our SharePortals interfaces. Store documents against important business records and make them easier and more intuitive to find. Document tagging makes filtering larger volumes of documents faster. Add Version Control and you have the outline of an effective document management solution in Microsoft 365.
Microsoft Outlook Integration
Access Customer Information from Outlook
Work within your Microsoft’s Outlook application on Windows, MacOS or the Web and save important emails and attachments to your Microsoft 365 service, using only a few mouse clicks.
Retrieve existing information, such as emails, attachments, tasks, call logs and notes relating to a Contact or related record.
Full Microsoft 365 Integration
Designed to work with your familiar Microsoft 365 Applications
All information you record lives in your own M365 tenant. You retain 100% control over your data and documents and benefit from Microsoft’s class-leading compliance capabilities. You can use Microsoft 365 Power Platform technologies, such as Power Automate and Power BI reporting and analytics to expand and enhance your system to meet your specific requirements.
Customisations and Integrations
Make it work the way you work
Easily add new record types to save emails and attachments against and then link them to your contacts. Create your own, custom CRM platform without any SharePoint knowledge, using only point-and-click methods.
Integrate with Mailchimp and Xero. Go even further and extend and enhance your SharePortals solution with Microsoft Power Platform.
Watch a 4-minute CRM Demo
Have no time for a scheduled demo? Watch a short 4 minute video of a of a pre-recorded demo of the standard CRM template now! If you have other requirements than a Sales CRM contact us for a more customised demo.
Customising SharePortals is easy and requires little technical expertise.
Voice of the Customer
I am not very tech savvy, but this is very easy to use.
“I used to search in Outlook for emails and attachments concerning a customer or sale and found it a hugely frustrating process. Then there are emails sent to colleagues, past and present, which I couldn’t access without assistance from IT Support. Information was all over the place. I ended up creating folders in Outlook to organise my work better.
This all changed when we started using SharePortals. The information is all in one place and really easy to access. Much of it I can do in Outlook. I am not very tech savvy, but this is very easy to use.”
IT Services Client
This is such a great product for business workflows that can’t fit into off the shelf solutions
“This is such a great product for dealing with those business workflows that can’t fit into off the shelf solutions. Being built on Sharepoint you get M365 integration out of the box and of course you can get really creative with Power Automation. There is very little you can’t do!! Some examples we use it for are Patient and Donor Record Management, Recruitment Applications, Enquiries, and HR records.”
Toby Wilson – IT Manager CCMS and Maggie Sargent & Associates
Built on Industry Standard Microsoft 365
We have been using SharePortals for a number of months now to record and manage client interactions as well as sales opportunities. We love how simple it is to use being based on industry-standard Microsoft software.
Previously, we used only Microsoft Outlook for email, our accounts software for storing contacts, and spreadsheets to track sales opportunities. Now it is all in one place and available any time through the cloud. The company directors get access to all the sales information when they need it and we save emails and attachments into the CRM system directly from Microsoft Outlook using the app.
Betasoft have helped us customise it so it works the way we work. They have been very responsive to our requests. I can only recommend SharePortals and Betasoft to any small business out there looking for a contact manager or CRM system.