Use SharePortals to manage communications with your customers. Record emails, attachments, tasks, notes, call logs and more. Track Deals and their progress through your sales pipeline. Never again drop the ball with your leads and deals again.
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.
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.
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.
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 an enhance your SharePortals solution with Microsoft Power Platform.
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.”
Carole M, Finance & Ops Manager, IT Service Provider
M365 integration out of the box
“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 Automate. There is very little you can’t do!”
Toby Wilson, IT Manager, CCMS and Maggie Sargent & Associates