SharePoint CRM Template

Easy entry, fully integrated, and highly customisable SharePoint template add-on to help you manage customer relationships.

Deploy SharePortals to your Microsoft 365 Tenant Now!

+++ Deployment On Desktop Only +++ Win or Mac +++ 365 Global Admins Only +++

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

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

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

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

You already have Microsoft 365 and SharePoint Online… Why not take the next step and
manage customer engagement with SharePortals CRM!

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

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

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

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

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